Pre-fill Donation Forms with Personalised URLs and Merge Fields

You can personalise your Raisely donation forms by pre-filling donor information (like name, email, and donation amount) using query parameters and merge fields. This is useful for making regular giving setup faster and easier.

Video Tutorial

Part 1

Part 2

Step 1: Set up your donation form for regular donations

1. Go to your campaign and navigate to Settings > Donation Form.
2. Under the Amounts tab, configure your donation frequency (e.g. Monthly only).
3. Disable Intelligent donation amounts to customise the buttons.
4. Add or edit donation amounts as needed, then click Save Changes.

Step 2: Configure fields to allow pre-filling

1. Ensure you have the following fields: First Name, Last Name, and Email.
2. Edit each field and add a default value using the format:

{{query.fieldId}}

For example: 

{{query.firstName}}

3. Repeat for each field and click Save.

Step 3a: Build a personalised URL

Format your link like this:

<a href="https://your-campaign.com/?amount=20&firstName=Raisely&lastName=Test&email=test@example.com">https://your-campaign.com/?amount=20&firstName=Raisely&lastName=Test&email=test@example.com</a>

Step 3b: Use merge fields for automated bulk personalisation

If the data already 

1. Create a new Hidden custom field (e.g. amount) in your Signup Form.
2. Set its default value to:

{{query.amount}}

{{campaign.url}}/?amount={{user.private.amount}}&firstName={{user.firstName}}&lastName={{user.lastName}}&email={{user.email}}