A quick guide to using the Fundraising tool to take donations. This primer takes you from start to finish in 10 easy steps.
Figure out how you want to identify the donations
For this you will use a segment code to identify your donations.
Segment codes can be by channel, donor level, appeal and more.
Click for a video tutorial on Setting up a Campaign.
Create or use an existing campaign
- Go to Fundraising > Campaigns
- Use an existing campaign, or
- Create a new campaign by clicking the Add icon
Create campaign, if needed
Every campaign needs:
- A name
- A code
- A description
The rest of this page can be left blank for now.
Create or use an existing Donation form
- Go to Setup > Form Builder
- Use an existing donation page, or
- Create one by clicking the Add icon
Create donation form, if needed
Every form needs:
- A template, Single Page Donation form is the easiest donation template available
- An ID
- A title, this is displayed at the top of the page
Click the Contribution Tab at the top of the form
We will skip adjusting the other properties of this form and just use the default settings.
Click here for an in-depth video tutorial on using the Form Builder.
Select campaign and edit ask amounts
- Select the campaign for this form, each form can have only one campaign
- Click Edit to assign a segment and edit the ask amounts
Ask amounts can alse be deleted from the edit menu.
Edit your asks
Every donation ask needs:
- A segment
- A caption
- An input type
- An amount
Click here for more information on Input Types.
Select accepted payment methods
Click View Tab to see your donation page
The Thank You page and email can also be customized, but your form is ready to accept donations whether or not those have been personalized.