Adding and using donation forms
So that visitors to your site can donate to your organization, you can add a donation form that integrates with your payment system and contact database.
Donation forms – like other site content – are inserted as gadgets, in this case, a donation form gadget. You cannot add a donation form gadget – or any other singular gadget – to a page template or system page, or to a page containing another singular gadget.
You can choose the donation fields you want displayed on the donation form as part of the settings for the donation form gadget. One of your donation fields is the Amount field, a system field that cannot be renamed, deleted, or excluded from the donation form. You can create custom donation fields to to allocate a donation to a specific fund or fundraising campaign, or collect information on your donors. Also, you can set the Amount field to accept any amount and/or predefined amounts.
If the visitor viewing the donation form is not logged in, common fields will appear on the form as well. You can choose the common fields you want to appear on the form as part of the donation form gadget settings, but you cannot exclude the Email field.
To enable online donations, you need to set up online payments.
To track the success of your fundraising efforts, you can add a donation goal gadget to a page on your site.
Using the donation form
To make an online donation, a visitor to your site fills out the required fields on the donation form and clicks the Pay button.
Each donation form consists of:
- the common fields selected within the donation form gadget settings
- the donation fields selected within the donation form gadget settings
If the donor is not logged in, the form will show both the common fields and the donation fields.
If the donor is logged in, the form displays only donation fields (since the system already has contact information for the logged-in donor).
When someone makes a donation without being logged in, their email is used to match them against your existing contacts database. If there is a matching contact, the donation details are linked to their contact record. If there is no matching email, a new contact is created.
Once your payment processor confirms the successful processing of the payment transaction, it will communicate with our server and the donation will be marked as Confirmed in the database. A confirmation email and a payment receipt will then be sent to the donor. The donation receipt can be re-printed or re-sent at any time. For instructions on customizing the confirmation email, see Customizing the confirmation email. For instructions on customizing the donation receipt, see Customizing invoices and receipts.
If the payment fails or the visitor abandons the transaction without completing payment, the donation record will have an In progress status, and after 24 hours, it will be automatically marked as Likely abandoned. You can view these records from the Donations screen using Attention required and In progress filters.
Adding a donation form
To add a donation form to a page on your Wild Apricot site, follow these steps:
- Go to Sites pages (under the Website menu) and create or begin editing the site page where you want the donation form to appear.
- Click the Gadgets icon to display the list of available gadgets.
- Drag the Donation form gadget from the list, and drop it where you want it to appear on the page. You can insert it into a section within a layout, or above or below a layout.
When a layout cell or placeholder is empty, a Drop gadget or layout here prompt will be displayed. When you drag a gadget over an empty layout cell or placeholder, it turns green, indicating that you can drop the gadget there. When you drag a gadget above or below a layout, a prompt will appear indicating that you can drop the gadget before or after the layout.
- After you have dropped the gadget in the desired location, hover your pointer over it and click the Settings icon.
- From the gadget settings panel on the left, choose the desired settings for your donation form. For more information, see Adjusting donation form settings (below).
- Click Save to save the changes to the page.
For instructions on restricting access to the page, see Page access and visibility.
Adjusting donation form settings
Now that you have added a donation form gadget to your page, you can adjust the donation form gadget settings.
Gadget settings appear in a panel on the left side (which can be hidden to maximize the page design area). To display the settings panel, you position your pointer over the gadget – while editing a site page or a page template – then click the gadget's Settings icon.
The following settings are available for donation form gadgets:
|Common fields to include||Select the common fields to be included on the donation form. The Email field is automatically included and cannot be excluded.|
|Donation fields to include||Select the donation fields to be included on the donation form. The Amount field is automatically included and cannot be excluded.|
The amount of space – in pixels – that appears outside the gadget. You can set top, bottom, left, and right margins separately.
The name of a CSS class defined on the CSS customization screen.
CSS code to control the behavior or appearance of the gadget. For example, you could enter width: 250px; to control the gadget width (replacing 250 with whatever value you choose).
Adding a description
You can add a description to your donation form by inserting a content gadget ahead of the donation form gadget.
Within the content gadget, you can add a title and description, and format them using text styles. For more information on adding and formatting text, see Using the content editor .
Customizing form fields
The donation form displays the donation fields you have selected from the donation form gadget settings. If the visitor viewing the donation form is not currently logged in, common fields will appear on the form as well. Included in your donation fields is the Amount field, a system field that cannot be renamed or deleted.
To add or modify donation fields, click Donation fields under the Donations menu.
The following screen appears.
From here, you can modify existing donation fields and add new ones.
Modifying existing fields
To modify an existing field, click it within the list. You can change the settings for any donor fields, including systems fields. For each field, you can change the following settings:
The name used to identify the field. The field label must be unique among all donor fields and common fields.
Controls whether the field has to be filled out before the form can be submitted.
Instructions explaining how to use this field. For information on controlling the appearance of field instructions, see Adding field instructions.
Amount field options
The Amount field is a system field and cannot be deleted or renamed. The Amount field settings allow you to control how the donor indicates the donation amount. The following options are available:
The donor can enter any amount.
Enter instructions to the donor in the Entry label field.
You provide the donor with a list of labeled amounts to choose from.
For each option, enter a label (e.g. Bronze) and amount. Click the green plus sign to add more donation options and the red minus sign to remove them.
You can choose between these options or use both.
Depending on which options you choose, your form can look like one of the following:
Custom donation only
Choose from predefined donation options
Custom and predefined options
Adding new fields
To add a new field, click Add new field. For new fields, you can set the field type and change field settings.
The following field types are available:
Simple text field, used for short entries.
Used for longer text entries of up to 3,000 characters.
A set of checkboxes. See Working with list fields.
A set of mutually exclusive choices, arranged like buttons on a car radio. See Working with list fields.
A set of mutually exclusive choices, arranged in a drop-down list. See Working with list fields.
Rules and terms
Displays a calendar control that can be used to select a date.
Used to group and separate fields.
To delete a field, click it within the list, then click the delete link on the right.
After you delete a field, it appears crossed out in the field list until you save your changes.
While the field appears crossed out, you can restore it by clicking the restore link.
To change the order in which fields appear, you can drag and drop fields within the list, or you can click the green up and down arrows beside a field.
Changing colors and fonts
Customizing the donation confirmation email
When a visitor to your site makes a donation – submits the form and makes the payment – a confirmation email is sent to the donor, followed by a donation receipt. To customize the donation confirmation email, click Donation confirmation email under the Donations menu.
On the screen that appears, click Edit to enter edit mode.
To choose a previous email or an email template as the basis for the email, click the Copy from button. To restore the original pre-modified version of the email – the factory default – click the Restore default button.
When you are ready to save your changes, click the Save button. After you have saved the confirmation email, you can test it by clicking the Send test email button. A sample of the email will be sent to you containing sample data – not actual data from your database – to give you an idea of what the email will look like.
Adding a donation goal gadget
To track your fundraising efforts, you can add a donation goal gadget to a page on your site. The donation goal gadget displays a progress bar that measures progress towards your financial goal.
On this page:
- Managing donations
- Personalized fundraiser page
- Online payments
- Financial management overview
- Adding Wild Apricot functionality to other websites
- Donation widget
- Changing button labels