Features in this article may not be included in every Funraise plan.
You can use multiple Giving Forms and each Giving Form can be completely customized to meet the need of a specific campaign or page. This article details form settings that can be configured in platform.
Giving Form settings are available in the Settings tab of the form editor.
Form settings (βοΈ available features depend on the your plan)
General
Tickets
Questions
Payments
Receipt
Details
General Settings
Form Name
The internal name for the form.
Goal Amount
Optional. Set a goal for the form and track donations to the form against the goal. At this time there is not a public progress bar widget.
Contact Information
Physical address and phone number. You can select to require, make optional, or not to display these fields.
You can also allow institution contacts, which will enable a donor to enter their institution name and select their institution type. Use this if you collect donations from companies, churches, or other institutions.
Tags
For advanced tracking, you can add Transaction Tags and Supporter Tags.
Marketing email opt-in default settings
All Giving Forms have a checkbox to collect marketing email opt-in confirmations. By default, the opt-in checkbox is set to False
, but you can override the opt-in to be automatically checked as True
.
Tickets
You can add tickets to any Giving Form. If Tickets are added to a form, Ticket selection will be the first screen of the form.
Questions
Payments
The Payments section allows you to configure the donation flow and options.
Ask Amount
Suggested
: Provide four suggested donation amount buttons.Required
: Require an exact donation amount.
With a Suggested
ask type, you can customize the ask amounts and default the ask button selected on the form. In most cases, you'll use Suggested
. If you're using this form to collect membership fees you might use Required
.
Payment Methods
Payment methods available depend on your gateways and integrations.
PayPal Redirect: Optional. After a successful PayPal transaction, you can redirect the user to a "thank you" page or custom confirmation page.
Frequency
Select donation frequencies available for your donors. In most cases, we suggest including One Time
and Monthly
.
Transaction Options
Provide additional donation options to your donors. These details can be hidden or made optional.
Transaction Options - Dedication
Allow donors to dedicate their donation. Dedication types include
in honor of
in memory of
inspired by
For each of these Dedication types, donors can enter the following information
dedication name
dedication email
(optional)dedication message
(optional)
If a valid dedication email
is entered, an email will be sent to the dedication email address with information about the donation dedication.
Transaction Options - Anonymous
A donor can choose to Donate anonymously
. When a donor donates anonymously, their name will be displayed on public feeds as "Anonymous". The donor's name and information will be visible inside the platform for organization users.
Transaction Options - Comment
Enable a donor to leave a comment with their donation.
Transaction Options - Company Match
A donor can activate company matching processes during their donation. You'll need to activate a matching integration to use this feature. We suggest Double the Donation.
Recurring Upgrade
Increase recurring donations with an automated recurring upgrade suggestion in the donation flow.
Allocations
Select an existing Allocation or create a new Allocation. You can configure the order that Allocations appear in the selection list.
If only one Allocation is added to the form, it will be recored with all Transactions, but the donor will not see the Allocation selection.
If two or more Allocations are added to the form, the donor can select an Allocation.
Receipt
Edit the donation receipt details. Each Giving Form has a unique receipt email that is sent to donors who make a donation through this form.
Receipt options
From Address (Edit sending email address options)
Subject line
Logo
Logo link
Email body message
You can additionally add data merge tags to the body of the donation receipt.
Learn more about donation receipts.
Details
The Details tab of the Giving Form settings includes the Form ID
which is helpful for your web developer when adding forms to your website or when reporting issues to support.