Help Guide

Customize a Donation Form


Page Contents

Navigating the Page - Finding what you need quickly

Edit Sections


Charity Information - name, address, phone, etc.
Form Basics - Form name, page colors and logo
Amount Section - Amount buttons and cover the fee
Submit Button - submit button, footer data and receipt page text
Custom Options - Salutation, Gift Dedication (on/off), Employer Match (on/off), Custom email, Analytics
Custom Fields - Drop-down menus, checkboxes, and input fields


To customize your payment form, go to Fundraising Forms and select the green edit button next to the form name.

On the next page you will find all the fields that can be used in the template design to customize your form. Skip down to Sections

Navigating the Page

The layout of the page includes navigational information at the top as well as a preview button to see what the saved changes on your page will look like, and the URL link to be used in posting the donation form to your web site.

Note: Changes to your form are live, so if the form's URL is already posted to your web site, any new (or in-progress) changes you make may be seen by your donors. The only way to prevent this is to remove the link, temporarily, from your web site while you complete your updates.

You will also find a button to deactivate the form. Use this button once your campaign is complete or the form is no longer needed.

A deactivated form will not allow future donations to be processed on the form, but it does not delete the form nor does it cancel any recurring donations made from the form. (Note: Although the form may be deactivated, we strongly encourage you to remove the URL link from your web site and/or social medial accounts to prevent donor confusion or frustration.)

A deactivated form may be re-activated at any future date for a new campaign. Please note, the form number is the "key" identifyer for system requirements. If you change the name of the form for a future campaign, the new form name will appear in older donations as well. Best practices dictates that you use a generic name, such as "Fall Gala" or "Spring Golf Tournament" as your form name. Then search for donations using the date range fields for a particular campaign year.

For more information about transaction searches, please see the related article for "Creating A Custom Search."

As you move down the form edit page you will see the sections layed out in a three-column format: column one (left) is the item or field name; Column two (center) is the text value (what you see on the form); column three (right) is an explanation of the field.

Sections

Charity Information

This section includes: charity name, address, phone number, email and web address. This section is mostly self-explanatory.

The charity name is what your donors will see on your payment form. This may be updated at any time. If, however, you need to update the organizational name associated with your account, please email a copy of your 501c(3) letter to support@givedirect.org so we may update that for you.

The email address is where donation notifications are sent. We can send notifications to only one address. If you require more than one person to receive these emails, consider setting up a shared email account, such as donation@, info@, or contactus@. Or you may set up a forwarding rule in your email software.

Form Basics

This section includes: Form name, page background color or image, logo, header text, form font and colors, and input field colors. This section is mostly self-explanatory.

Form Name: Each form must have a unique name. This name may be used in pulling transactions reports. The form name may be changed at any time, however, use caution when doing this. Changing the name will affect both historical and future donations. If you indend to reuse a form for the same event year after year, best practices suggest that using a generic name is preferable. Then to use the form name in a transaction search, assign a date range to correspond to the event year.

Charity logo: This field will accommodate only one graphic. If you desire a combined photo/logo, you may create a composite graphic using any of the popular grapic design programs.

Background Images: For additional information on adding/formating a background image, please read this article.

Header Text: Use the full-featured text editor box to create the text at the top of the donation form. If you are familiar with html, you can use the "source code" button to refine your text.

Use the "Preview This Form" button at the top of the page to review your saved changes.

Amount Section

This section includes: amount buttons and colors, minimum amount level, and Cover The Fee controls.

These fields are mostly self-explanatory.

Amount buttons may be arranged in any order: low to high or high to low. If you only want to use one or two amounts, leave the additional fields blank. Additional buttons, beyond the four, can not be added on the template-designed donation form; for a fully-customized form option please contact techsupport@givedirec.org. The "Other" amount field may not be deleted except on a fully-customized form option.

Submit Button, Footer and Receipt

This section includes: controls for the submit buttons, footer bar text and colors, and receipt page text.

These fields are self-explanatory.

Custom Options

This section includes: salutation field, on/off controls for phone required, captcha, gift dedication, employer match, and custom email. It also includes controls for adding a fundraising progress bar, and Google Analytics.

This section is mostly self-explanatory. Please review the description column.

Captcha Required: CAPTCHA is an acronym which stands for "Completely Automated Public Turing test to tell Computers and Humans Apart." Captcha (also referred to as "I Am Not A Robot") is a type of challenge-response test used in computing to determine whether or not the user is human.

Although the Captcha widget is optional, we encourage you to keep it turned on to aid in the prevention of Bots (robots, hackers) from using your public form to test stolen credit card numbers.

For more information about Captcha, please see the related article called "Captcha."

Employer Match: GiveDirect has partnered with Amply (GiveAmply.com) to provide all the back-end paperwork to facilitate Employer Match donations. At the time of donation, the charity and the donor will receive an email from Amply with any necessary requirements. It is important that both the donor and the charity follow-up with the provided instructions. Failure to do so will result in a delay or forfiture of the matching donation.

Employer Match (EM) donations have a 15% processing fee in addition to any platform or credit card processing fees charged by GiveDirect. The EM fee is deducated from the original donation distribution because the matching portion of the donation will be sent to the charity directly from the employer and not through GiveDirect.

For additional information about Employer Match Donations, please see the related article.

Progress Bar: The Fundraising Progress Bar is a tool to visually communicate with your supporters. Showing your campaign goal and your progress towards that goal can motivate your donors and encourage contributions.

For more information about the Campaign Progress Bar, please read the related article.

Custom Fields

This section includes: text input fields, drop down menus and checkboxes.

There are a total of 9 custom fields you may incorporate into your payment form: three text input fields, three drop-down menus, and three custom checkboxes.These fields appear between the Amount box and the Comments box on the form. Use these fields to request additional information from your contributors. Any or all responses may be set as "required." Note: Use caution when setting too many fields to required. When a required field is left blank, the form will generate an error. Too many required fields can cause the donor anxiety and frustration when they are forced to go back to correct errors.

Text Input Fields: A text input field is a blank box similar to the comments field for your donor to use their own words to respond to your question. The label is where you ask a question. For example your label might be "Tell us how you found out about our organization." or "What types of programs are you most interested?"

Checkboxes: These are questions that have only a yes/no, either/or, or an opt in/opt out response. For example: "Would you like to receive our newsletter?" "Would you like to reserve a vegetarian meal?" "May we phone you with additional information?"

You may determine whether the box is checked by default or not by changing the default radio button. For example, you may ask if the donor wants to receive a newsletter and you want the box to be checked by default, change the default radio button to "yes." If your donor chooses to NOT receive your newsletter they would need to uncheck the box on the payment form.

Drop-down menus: This is a convenient way to present your donor with a list of programs or activities from which to choose. For example, you may want your donor to select how his donation is to be used: unrestricted donation, annual gala, sponsor a child. Or perhaps you are offering different scholarship opportunities: preteen boy, preteen girl, teenaged boy, teenaged girl, where needed most. The donor may make ONE selection from the list.

When editing this section, use a comma to separate the entires. If entering dollar amounts, do not use a comma between the thousands and hundreds (i.e., 10000.00, 1000.00, 100.00, 10.00).

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