Essentials Set-up Guide > Organization Menu >

Web Integration

 

         

 

 

Organization > Design


Your New Giving Portal is now a form which can be designed to match the look and feel of your organization’s website. We will generate a Give Now form with a header image from your website before the account is released to you.  However, should you ever want to make changes to the look and feel of your giving page, there are two places you can go-the DESIGN tab under ORGANIZATION on the admin portal and/or the FORM Manager icon on the left menu.  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.

Three ways to connect Giving to your website:

1.          Direct Link (behind a “Give” button or menu option). Opens the Portal in a new Tab.  The Direct Link is located under Organization > Design > Portal Address.

2.          Integration Code: Code added to a web page that displays the phrase “Click Here to Give Now” will open the portal in a new tab. The Integration Code is located under Organization > Design > Integration Code.

3.          Embed the form in your website so it appears to donors that they are not leaving your website to make their gift. The Embed Code is located under Forms > Give Now > Form Properties > Copy Embed Code.


NOTE: If using the Embeded Form you may need an SSL certificate for your website since the form is sitting on your site.


Design

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.


From the DESIGN tab:

1.          Here you can upload a new header Image to your Giving Page. Your header image should be approximately square-shaped, and a minimum of 70px. You can use an image that is just your logo, not also the name of your organization since that will display from item #2. File types allowed are .jpg, .png, or .gif but we suggest you use a .png with a transparent background. Files of any type need to be smaller than 3MB. (If you need to resize images, we recommend an application like Pixlr.)

2.          Here you can enter the Display Name you would like to appear on the top of the donation giving form. If the logo contains the name, or you do not want the organization name to display, this can be left blank.

3.          Select the Donation Form you would like to appear on your giving page. Donations Forms are created using the Form Builder, located on the left side of your admin dashboard.

4.          The portal address listed here is ideal for printed materials as it is easy for your donors to quickly enter it into their mobile devices to access your giving page.

5.          Here you will find your Integration Code to link your online Giving Page to your website. Place the following code anywhere between the HTML <body> and </body> of your site.