Donation Form Customization

Fundraising can be a vital part of many organizations activities. In order to let you track and allocate your donations more efficiently, Wild Apricot features the ability to create custom fields and forms for your donations. You can use these fields to allocate a donation to a specific fund or fundraising campaign, or collect information on your donors

Donation form

The donation form is visible on any Donation functional page. It is made up of two sections

1) Your contact fields (see Customizing your contact database fields for more information)
2) The fields that are part of the Donation Fields settings.

Any time someone makes a donation, their email is matched against your existing Contacts Database. If there is a matching contact, the donation details are appended to their contact. If there is no matching email, a new contact is created.

Customizing form

Go to Settings -> Donation fields.

The Amount field is available only on Donation forms. It provides you with two ways for your donor to indicate his donation amount.

1) Custom where they can enter any amount that they want. The Label Entry textbox lets you write a brief message telling them how to use the field
2) Predefined where you can provide them with a list of amounts and they choose at which one they are the most comfortable with.

When you choose to allow Custom donation amounts, you have the option to define an Entry label which prompts the donor to enter their amount.

Depending on which Donation options you choose, your form can look like one of the following:

Custom donation only

Choose from predefined donation options

Custom and predefined options

Editing field parameters

Fields can be added, edited, moved and deleted like the fields on Member fields and Contact fields.

When you have defined your custom fields, click on Save all changes.

Note: There are system which can not made non-mandatory or deleted. The fields Amount and Comment are mandatory for this form and cannot be deleted.

Add new fields - click on the [Add new field] button. Edit field name, select field type and field parameters. Currently available field types are:

• Text - simplest type of field, used for short text entries
• Multiline text - used for text entries up to 3000 characters
• Multiple choice - so-called checkboxes - you can add as many options as needed and multiple values can be selected: See Working with List Fields
• Radio buttons & Dropdown - set of values, only one can be selected at the time. The difference is in how this field is presented during data entry. See Working with List Fields.
• Section divider - creates a colored divider and heading to help you organize your form.
• Rules and terms - see Field for contractual terms

  These fields will not be available on any advanced search. If you wish to filter your donations on these fields, you can export them and filter them in Excel.

Viewing your donations

All donations are recorded in the Donations database. Clicking on any individual donation will take to you to the donation record.

On this screen you can see all the details that were submitted with the donation. You can also access this screen by clicking on any donation associated with a contact on their Contact Card.

At the present time there is no way to filter or group your custom donations fields inside the system. This will be included in a future release. You can group and filter your donations by your custom fields by exporting your donations using the Export Donations button from the Donors List or Donation Database and importing it into a spreadsheet/database application like Excel, Access, or Google Spreadsheets.