Giving Form Review

Your New Giving Portal is now a form which can be designed to match the look and feel of your organization’s website.

This Section Includes:

If you have questions or would like assistance making changes to the look and feel of your giving page, we’re always here to help.

Click on the Organization drop-down located in the top right-hand corner of the screen and then click Design.

NOTE: If you do not see the Design option under the Organization tab in your control panel or the FORMS icon on the left menu, please contact the primary manager for your online giving account. Your user permissions will need to be updated to include this option.

Forms

1. From the FORMS icon:

2. Click the Give Now form.

3. Click the Gear Button (as seen below)

4. Click Fund Items

5. Click the box to make sure it is Displayed and Tax Deductible (if applicable).

•Ensure the boxes in the Display column are checked for all funds that donors should see

•You can change the order by dragging and dropping them (click and hold the double dotted line on the right-hand side of the screen to drag).

NOTE: Text gifts that do not contain a keyword will default to the first fund in this list.

6. Click OK and then Save Changes.

7. To update your form, click Publish.

Form Properties

Click on the gear wheel in the far right corner:

The FORM PROPERTIES box will open and you can now do a myriad of design changes to your Give Now form!

GENERAL INFO

On this tab you can:

•update the Form Name

•Add a new Header Image

•Edit the Form Description- you can add instructions or a commentary about giving that will appear on the form

•Also includes Field Validation, Embed Code, and Time Zone.

NOTE: The Embed Code allows you to embed the giving form into your church website. This give the appearance that you are not leaving the church website when making a gift.

THEME

•Choose a color scheme/theme for your form that matches your church/organization’s colors.

ADVANCED THEME

•Choose the form’s background color and font

•Upload your own background image URL

•Choose background options like repeat

•Choose the Font, Size and Color for the Form Title, Section Headers, Field Labels, Inputs, Help Text and Buttons

HTML

•Custom <head> code such as Google Analytics Tracking or CSS

SUBMISSION

•Use these settings to control what happens after a user submits the form.

PAYMENT

•Allows you to enable Member Portal, Recurring Payments, Convenience Fee, Discount Code, Payment Types to accept and Fund Designations

•Adding the convenience fee is done form by form

•Click Enable Convenience Fee

oEnable as a percentage or a flat dollar amount

•The percentage or dollar amount is editable and determined by the church

oSelect the fund to which the convenience fee should be attributed

oThis can be option or required

•Personalize the email that your members receive when they submit a donation.

•Add place holders, logos, and change the font and color