Organisations can customise the look and feel of their donation forms that are used on both the GiveNow Cause page and embedded forms.
When you list a new Cause, this will be through the "fast track" process which means that your cause is set-up initially with many default settings. Once it’s live, you will be able to edit the Cause settings so your payment process will update to suit your fundraising needs.
To edit the payment process:
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Login to OrgHQ.
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Go to Manage Causes, located under Cause & Donations in the OrgHQ menu.
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Select Edit for the Cause you want to edit (and if appropriate, the Cause that has the Embed form already approved).
You will be presented with 3 tab options - Details, Donation form, and Settings. The payment process elements are located on the Donation form tab.
By default, the payment process will appear as this:
However you can alter some of the process, content and data fields to suit your fundraising needs, data expectations and donor preferences for each Cause.
The most common customisations that organisations like to use for their Cause page and Embed payment process are as follows:
1. Customise the donation amounts and the default donation amount (Pro Plan only)
For many years we have offered default donation amounts, but organisations have been able to edit the donation amounts offered to donors, in addition to the "Other Amount" field.
Now organisations are also able to specify which amount you would like to be the default amount selected in the payment process.
Example: Of the five donation suggestion amounts options, $400 is the default donation amount.
Go to: Edit > Donation form > Donation amounts. Select Save or Save & Close to retain changes.
2. Add images and labels to your default donation amounts (Pro and Basic Plans) NEW!!!
This feature allows organisations to match the default donation amount with an image, a label and a description (as appropriate). For more information, see the help sheet here.
Go to: Edit > Donation form > Descriptions & images. Select Save or Save & Close to retain changes.
3. Customise the donation frequency options and the default frequency period (Pro Plan only)
Organisations are able to specify the donation frequency options offered to donor for a cause. Now organisations can also specify which frequency option your cause should to display by default.
Example: A cause page set up for a monthly regular giving campaign would nominate the monthly frequency by default.
Go to: Edit > Donation form > Donation frequency options / Default donation frequency. Select Save or Save & Close to retain changes.
4. Reduce the number of data fields requested (Pro and Basic Plans)
Organisations are able to choose whether you collect the donor's "Title", "Phone" and "Address" for a cause, reducing the friction for donors. (Importantly, First, Last and Email data fields will always be required as anonymous donations are not allowed due to the Australian financial services regulations.)
Example: Where all three data fields in the "Contact" step are removed.
Go to: Edit > Donation form > Contact. Select Save or Save & Close to retain changes.
5. Reduce the payment process to only 3 steps (Pro and Basic Plans)
You are able to remove the "Questions" step so that only the three critical steps remain in the donation payment process. This is done by removing the "Notify someone", "Leave a message" and "Gift Card" options, as well as any custom questions you may have added to a cause.
Example: Where the question step is removed, this is the view displayed for donors.
Go to: Edit > Donation form > Questions. Select Save or Save & Close to retain changes.
6. Customise the questions asked of a donor (Pro and Basic Plans)
Many organisations like to ask donors a specific question as they are making their donation. This can be a text, single choice or multiple choice response. It can be optional or mandatory.
Example: A national organisation can ask a donor which state they would like their donation to go to.
For more information see this help page.
Go to: Edit > Donation form > General > Enable additional questions > Add a new question. Select Save or Save & Close to retain changes.
7. Customise the thank you page (Pro and Basic Plans)
Organisations are able to customise the final screen that a user views, after the payment details have been entered and the donation has been confirmed.
By default the system displays the following thank you message:
However, you can change the text so that the message is more appropriate for the relationship your organisation has with its donors.
Go to: Edit > Donation form > General > Thank you message. Select Save or Save & Close to retain changes.
7. Remove the steps displayed (Pro and Basic Plans)
You are able to remove the display of the number of steps at the top of the donation form. When the checkbox is selected, the steps will display. Uncheck to remove the steps.
Go to: Edit > Donation form > General > Steps. Select Save or Save & Close to retain changes.
8. Customise the email text for the donation receipt (Pro and Basic Plans)
You are able to edit the copy that is included in the email sent to donors once the transaction has been confirmed by our payment partner.
By default the receipt email content is:
You are able to edit this text as you would prefer, and "Reset to Default" anytime
Go to: Edit > Settings > Donations & receipts > Receipt email. Select Save or Save & Close to retain changes.