Objective #
To outline the steps to create and configure on-page donation forms in the LevCharity backend system.
Key Steps #
Accessing Donation Forms 0:25
- Navigate to LevCharity.
- Click on Fundraise.
- Select Donation Forms from the Fundraise tab.
Adding a New Donation Form 0:51
- Click on Add New to create a new donation form.
Configuring Form Settings 1:01
- Fill out the following details:
- Admin Title: Name your form (e.g., ‘Donate’).
- Checkout Button Text: Customize the text on the checkout button (e.g., ‘Donate Now’).
- Front End Form Title: Add a title for the form or choose to hide it.
- Front End Form Subtitle: Add a subtitle if needed.
Currency Settings 1:56
- To hide the currency switcher, toggle the option to display a single currency (default is USD).
Setting Donation Amounts 2:37
- Define predefined amounts for donations.
- Optionally, enable custom predefined amounts for this specific form.
Minimum and Maximum Donations 3:29
- Activate the min/max donation feature if you want to restrict donation amounts.
- Set the minimum and maximum values.
Adding Additional Fees 4:07
- If applicable, add a processing fee:
- Choose between a fixed or percentage-based fee.
- Name the fee (e.g., ‘Processing Fee’).
Donation Frequency Options 4:40
- Choose the donation frequency:
- One Time Monthly: Default setting.
- One Time Only: Monthly option will not be available.
- Monthly Unlimited: Subscription continues until canceled.
- Monthly Limited: Set a limit on the number of months.
- Installments: Allow donors to pay in installments.
Checkout Message Customization 6:31
- Customize the header and custom text that appears at checkout.
Checkout Field Options 7:14
- Decide whether to hide donation fields at checkout.
- Enable a comment box for additional donor messages.
Tribute Options 7:56
- Enable tribute options for donations made in memory of someone.
SEO Settings for Sharing 8:10
- Customize SEO title, description, and image for social media sharing.
Adding Custom Fields 8:39
- Use custom fields to collect additional information at checkout.
Using Checkout Link 9:15
- If preferred, use the checkout link to send donors directly to the checkout page.
Cautionary Notes #
- Ensure all required fields are filled out before saving the form.
- Double-check the currency settings to avoid confusion for donors.
Tips for Efficiency #
- Use predefined amounts to streamline the donation process.
- Regularly review and update the donation form settings to reflect current campaigns or needs.