The donation form

Overview

Quick Summary
Personal Data
Address
Contact data
Sponsorships/donation details
Bank data
Additional form fields
The feedback-page
The summary/signature page
Other features

 

Quick Summary

This help article will guide through the donation form step by step and explain the different form fields and how they function. Additional features on the form field will be explained, too.

 

 

Personal Data

Title/Salutation: A customizable drop down menu with different forms of salutations.

The most common are: Mr., Mrs. or Family.

This field can be hidden, if desired.

Title: A customizable drop down menu to choose an academic title.

The most common are: Dr., M.A. etc.

This field can be hidden, if desired.

First name

Last name

Date of birth

Occupation: A customizable drop down menu to choose a form of occupation from.

The most common are: Worker, Employee, Self-employed etc.

This field can be hidden, if desired.

 

 

Address

Search address: Enter a street name, options of the street you are searching for will appear, choose the correct one and the rest of the address brackets (street, postcode & city) will auto-complete themselves, the exception being the house-number.

In case your signal is not strong enough, you can manually enter all address details.

The Country is set beforehand when the campaign is set up, however it is possible to change it. The preset country can of course also be changed afterwards. (Of course, we can also change the country preselection at a later date if you wish).

If desired, we can show a field for additional address details.

 

Contact data

E-mail: Fill in the donors e-mail-address. The welcome e-mail will be sent to this address right after completing the donation.

Phone: Insert landline phone numbers here.

Mobile: Insert mobile phone numbers here.

Each of these fields can be a mandatory field. It is also possible to make one phone number (either landline or mobile) mandatory.

Additionally, we can insert an Opt-In-field under the e-mail and/or the phone number fields. 

Welcome-SMS: If desired, you can add a button to send welcome-SMS while filling in the form and to check if the mobile number was entered correctly. You find more information about this feature in the dedicated help article: Welcome-SMS-Feature

 

 

Sponsorships/donation details

If you choose to show different sponsorships on the donor form, you have to choose one sponsorship. Note that different sponsorships can have different minimum donation amounts.

Independent from sponsorships, the next step is...

• ...the selection of a donation proposal
• ...the input of a monthly contribution in the field "donate different monthly amount"
• ...the input of a yearly contribution in the field "donate different yearly amount"

In all cases, the last two fields, will fill in automatically. If you insert 10£ in the monthly field, the yearly field will automatically change to 120£.

Now you just have to choose, in which interval the donation should be withdrawn. Note, that every interval can have different minimum contributions, that have to be defined during the campaign setup. Additionally, you can choose an interval, that is preselected on the form.

There are the following withdrawal intervals you can choose from: Annual, biannual, quarterly, monthly and single payment.

 

Bank data

Payment method: Select the desired payment method here. The payment methods available for selection are defined in the campaign setup. There you can also decide which payment method should be preselected.

Country: Same as the address field, the country is preselected, but can be edited manually. The accepted bank countries are defined during the campaign setup.

Bank account holder: This field fills in automatically the first name and the last name entered in the first section of the form. Is the bank account holder an other person, the name can of course be changed manually.

BIC/bank code: When a correct bank code/BIC is entered, the field "bank name" is filled automatically.

IBAN/account number: The software checks, if the IBAN is correct and warns you, if that's not the case.

Bank name: Is filled automatically, after you entered a correct BIC or bank code.

When you choose to show the payment method "skip bank data" and you select it, all fields related to bank data disappear and you can finish and upload the donation without entering any bank details. However, if done so, it is not stored unter donations, but under "unfinished donations". After the bank data is filled in, the data set will be saved in donations.
You find more about unfinished donations under the dedicated help article: Unfinished donations

 

 

Additional form fields

In addition to the standard form fields described above, you can insert as many customisable form fields as you want. To learn more about additional form fields, read the dedicated help article: Additional form fields

 

When you filled in the form completely, press on "Next", to get to the feedback-page.

 

The feedback-page

The feedback page is optional and fully customizable. Questions can be set as mandatory or optional.
After completing this section, click Next to proceed to the summary/signature page.

 

The Summary/ Signature page

 

The final page summarizes all entered data, allowing donors to verify accuracy.

• Signature: Beneath a customizable disclaimer, donors can provide their signature using a touchscreen or mouse.
  A Clear button allows the signature to be erased and re-entered.

• Finish Donation:

  • Click Donate to upload the mandate. If the internet connection is weak, the completed mandate is saved in the cache.
  • Once connected, return to the dashboard and upload the mandate from the bottom of the page.

To clear all data, click the red Cancel button.

 

Other Features

Amounts per Age Group
Suggested contributions are displayed after entering the date of birth. For example:

• Ages 20–25: Suggested amounts of £10, £15, £20, £25.
• Ages 26–30: Suggested amounts of £20, £25, £30, £35.

Define up to four suggested amounts per interval and age group. Correct age group settings can increase results by up to 7%.

Fundraiser Swapping
If enabled, team leaders can switch between fundraisers by accessing the donation form and clicking the fundraiser's profile picture. Select a profile from the drop-down menu to switch accounts.

 

Language Selection
Click the Options icon (gearwheel) to switch between languages activated for the campaign. The form and Welcome E-mail are fully translated.

 

Font Size
Click the Options icon to adjust the form’s font size (small, medium, large).