Features in this article may not be included in every Funraise plan.

After creating a Giving Form, you'll land in the Giving Form Editor where you can configure a lot of settings to maximize each Giving Form for perfect donation experience you're looking for.

Settings

Design

The name for the form.

Optional. Set an internal goal for the form and track progress to your goal. This is an internal goal and is helpful for your team when reviewing form progress. If you're looking for a public goal progress bar, you'll want to create a Campaign Site.

The contact information you'd like to collect from each donor.

When toggled on, the email communication opt-in checkbox on the form will be checked by default. Donors will still always have an option to opt-in or out of email and SMS communication.

Add Supporter tags or Transaction tags to donations that occur through this form. Any tags added here will be automatically applied to future transactions through teh form.

You can add Tickets to any Giving Form. When Tickets are added to a form, the Giving Form will become a ticket form and tickets will be selected from the first screen of the form.

Adding tickets to a Giving Form will also change the options available in the Payments settings tab. With tickets added, you'll be able to toggle on a Donation Ask if you'd like to add an optional donation to the checkout flow. This is a common strategy for ticket events as the registrant is already conducting a payment — adding an optional donation is an easy way to increase impact of your event.

You can add Premiums to any Giving Form.

Premiums are incentives or thank you gifts offered to donors when they make a contribution. They’re often used to encourage giving, promote loyalty, or highlight a campaign.

You can add custom questions to any Giving Form. When questions are added to a Giving Form, you can mark them as optional or required. Answers to questions answered with a donation will be visible on both the Transaction profile and the Supporter profile.

The Payments section has many important settings that determine the payment methods, amounts, and frequencies available to donors.

There are two Ask Amount strategies. In almost all cases, you will use Suggested.

Suggested

Required

Payment methods available depend on your processors connected in Settings > Gateways. Options include:

Select donation frequencies available for your donors. In most cases, we recommend including One Time and Monthly.

You can also select a default (preselected) frequency that will be selected when the form is launched by clicking the star icon. Donors can always choose their desired frequency.

Provide additional donation options to your donors. These details can be hidden or made optional.

Allow donors to dedicate their donation. Dedication types include

For each of these Dedication types, donors can enter the following information

If a valid dedication email is entered, an email will be sent to the dedication email address with information about the donation dedication.

When activated, 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 accessible inside the platform for organization users.

Enable a donor to leave a comment with their donation.

A donor can activate company matching processes during their donation. You'll need to activate the Double the Donation integration to use this feature.

Select an existing Allocation or create a new Allocation. You can configure the order that Allocations appear in the selection list.

Each Giving Form has a unique donation receipt email template that is sent to donors who make a donation through this form.

You can personalize emails with data merge tags in the subject line and email body.

Learn more about donation receipts.

Giving Forms have several revenue boosting features we call Power Ups. These are optional tools that you can activate based on your particular strategies. In most cases, we recommend activating all Power Ups.

When a donor abandons their donation (closes a Giving Form after beginning their donation), a small notification can appear in the lower-left of the donor's browser window encouraging them to continue with a one-click option to re-enter the donation flow, right where they left off.

Learn more about the Abandoned Card Notification.

When Recurring Upgrade is activated, donors who select a one-time donation equal to or less than $100 will be invited to convert their one-time donation into a smaller but recurring monthly donation.

Learn more about the Recurring Upgrade.

Funraise's Machine Learning model can provide a personalized ask string (donation button amounts) based on environmental and personal attributes about the donor.

Learn more about Machine Learning Generated Ask Amounts

Each Giving Form can have a unique design.

A logo can be added to the top of the Giving Form. If a logo is not added to the Form, a default "Donate Securely" icon and text will appear.

☝️ While it's not possible to remove the default logo, if you prefer to not have any logo on the form at all, you can upload a tiny (1px x 1px) white image, which will have the same visual effect as having no logo.

You can add small text to the top of the form which is useful if a donor needs helpful context or information about the donation. In general, we do not recommend using a headline unless it's needed.