Add a donation form to a page {VIDEO}

Use the Donations module to easily build mobile-friendly donation forms that allow you to accept one-time or recurring donations directly on your website.

How to add a donation form to a page

1

Click Add Content and drag the Donations module onto the page

Navigate to the page on which you'd like to create a donation form. Once there, click Add Content, locate the Donations module in the Add-ons section of the content tray, and drag and drop it onto the page.

NOTE: The Donation/Form module is not available on the Homepage. It is recommended you use the Donations module on an online giving landing page instead. Then, create a quick link or create a button on your homepage to help visitors find your donation page easily.

2

Edit the form's title (optional)

Click the title icon to show or hide a title for the donation form. Once the title is shown, click the title to edit it directly on the page.

3

Edit the form's settings

Click the Settings icon to open the Payment Settings dialog, which contains two tabs: Basic and Advanced. See below for full descriptions of all donation form settings.

Donation Form Basic Settings

Once you click on the Settings icon in the top right corner of the form, you will be able to edit the following Basic settings for a Donation Form.

• Alert Email Address - Enter email addresses to which you would like to receive notifications of form submissions (separate multiple email addresses with a comma).
• Account - Select an existing account from the drop-down menu; this designates where the money is going to.
• Subaccount - Enter an existing Subaccount; this defines where the payments will be coming from. (e.g., The name of the subaccount is often identical to the name of the page or payment form. By default, the Page Title is listed as the Subaccount.) Avoid changing the Subaccount name once you begin accepting payments via the form on your website.

• Payment Complete Message - Click inside the editor to easily customize the message a visitor sees after making a donation.
• Donor Receipt Message - Click inside the editor to easily add a custom message to the donor's email receipt.

Donation Form Advanced Settings

Once you click on the Settings icon in the top right corner of the form, you will be able to edit the following Advanced settings for a Donation Form.

• Payment Type - Select whether you plan to accept Credit Card donations, eChecks, or Both.
• Preset Amounts - Select whether you'd like to enter preset amounts from which visitors can choose when making a donation. See Preset Amounts on a Donations Form for full instructions.
• Enable Member ID - Select whether you'd like the donation form to include a field that would require visitors to enter a Member ID or envelope number. Once activated, you can:
• Edit the name of the field. (e.g., "Envelope Number")
• Choose whether the field should be required.
• Add a short message to help visitors complete the field correctly.

• Enable Comments - Select whether you'd like to add a text field in which visitors can enter comments. Once activated, you can edit the name of the field, choose whether the field should be required, and add a short message to help visitors complete the field correctly.
• Allow Donors to Offset Fees - Select to allow users to help cover the transaction fee cost (flat 1% for ACH and 3% for card transactions).
• Submit Button Text - Edit the text that appears on the form's "Submit" button. (e.g., "Donate Now") 
• Preset Account Options - Select whether you want to enable visitors to select a specific account or subaccount to which they can donate. (This feature is often used for Second Collections.) See Preset Account Options on a Donation Form for full instructions.

Donation Form Recurring Payments Settings

Once you click on the Settings icon in the top right corner of the form, you will be able to edit the following Recurring Payments settings for a Donation Form.

• Support Recurring Option- If you turn the recurring option on for the donation form, it will enable the desired recurring frequency of weekly, monthly, quarterly, or annually.
• Default Frequency - This allows you to set the default recurring frequency that the form will be set on.
• Cycle Limit - If the donation form supports recurring donations, you may limit the number of recurring cycles.