Forms: Setting Up Donation Form

The Donation Form is a core element to your Raisely campaign. We've made it easy for you get fundraising with just a few clicks, but there are further customisation options available like Regular Giving and embedding the donation form on your external website.

Skip Ahead To

General Donation Form Settings

Donation Form Block Settings

FAQs

General Donation Form Settings

There are a number of settings available for the Donation Form, including setting up different donation amounts and frequencies, the types of fields you collect on the form and using the Regular Giving upsell. To get started, you'll want to navigate to Campaign > Settings > Donation Form.

Customising the Donation Form Amount Frequencies

1

On the Donation Form settings page, click on the Amounts tab

2

The first section allows you to customise your Donation Frequencies. Click on Add New if you'd like to see all the options available. Once you've added a new frequency, you can click on the six dots next to the frequency to re-order the way they appear on your donation form. You can also Delete any frequencies you have added

3

Depending on the number of donation frequencies you have added, you'll see them appear as an individual button in the next section where you can add donation amounts under each of them

4

Once you're happy, click on Save Changes

Customising the Donation Form Amount Handles

1

On the Donation Form settings page, click on the Amounts tab

2

Select the Donation Frequency you'd like to add or remove dollar amounts to

3

To create new donation handles select Add Amount. A new box will appear where you can make customisations to the dollar handle

4

To modify or remove a dollar amount, click on Edit next to the dollar amount. You'll see all the same options above and also the Delete button at the bottom left hand corner of the box. You can also click on the six dots next to the dollar amount to re-order how they appear on the donation form

5

Once you're happy, click on  Save Changes

Customising the Donation Form Fields

1

On the Donation Form settings page, click on the Fields tab

2

Select the Donation Frequency you'd like to add or remove dollar amounts to. There are two types of fields available here, Visible or Hidden. Visible fields appear on your donation form and allow your donors to interact with them. Hidden fields can be used to capture information in the background, so be sure to leave them as not required to prevent any issues

3

When you first set up your form fields, you'll see that there are some core fields enabled by default. We recommend not removing them as that may affect your donation form's functionality

4

Click on Add New if you'd like to add an existing donation form field, or you can create a brand new custom field

5

Once you're happy, click on  Save

🟢 When generating reports, you'll want to refer to the Field ID, which helps you to identify the specific field you're pulling into the report

Customising the Donation Form Settings

1

On the Donation Form settings page, click on the Settings tab

2

Under Currency Settings, toggling this option On will allow your donors to select a currency when making a donation. Toggling this option Off will default the currency to the campaign currency or the profile currency (if it is different from the campaign currency)

3

Under Custom Amount Placeholder, you can choose to add placeholder text that is displayed within the custom amount input box

4

Under the Form Step Headings, you can customise the headings for the Donor's Details step as well as the Payment Step. Under the Thank You section, you can customise the thank you message that appears after the Donor completes their donation. You can choose to add a Share URL to an external website that appears alongside the thank you message

5

Under the Modal settings, you can add a preview of your campaign that appears next to your donation form. Select Configure campaign preview to get started on customising the modal

6

Once you're happy, click on  Save Changes

Setting up the Regular Giving Upsell

1

On the Donation Form settings page, click on the Regular Giving tab

2

Toggling on the Upsell to a monthly regular donation option introduces an additional step during the donation process to encourage donors to convert their one-time donation into a monthly regular donation. The suggested regular donation amount will be personalised to each donor based on their selected one-off donation amount and advanced machine learning

3

Under Appearance, you can customise the Upsell Heading and Upsell Text that appears in the additional step

4

Toggling on the Regular giving nudge will add a little popup widget on the first step of your donation form, which encourages your donors to participate in regular giving

5

You can also customise the Upsell message that appears on the nudge

6

Once you're happy, click on  Save Changes

Embedding the Donation Form Externally

1

On the Donation Form settings page, click on the Embed tab

2

Copy the Embed Code and paste it in your external website's code editor

3

You can also choose to add a Title that appears above the donation form

4

Once you're happy, click on  Save Changes

🟢 Note that you are only able to embed the Donation form and not the entire page. 

Setting up Gift Aid

1

On the Donation Form settings page, click on the Settings tab

2

Toggle on "Enable Gift Aid collection on your donation form". This automatically adds a new step on your donation form for Gift Aid declarations

3

Under Gift Aid claim process, you can choose to Automate Gift Aid using Swiftaid or Process Gift Aid manually. To use Swiftaid, you need to register your charity here.

4

Once done, click Save Changes

🟢 You can generate a Donation report to view Gift Aid declarations. If you open up your Donations report, you can add the "Includes Gift Aid" field and also the "Gift Aid Text" field that indicates if a donation has a Gift Aid declaration attached. Gift Aid also appears as a line item on issued Donation PDF receipts.