Objective #
Outlining the steps to create a Sponsorship Opportunities donation template for fundraising purposes.
Key Steps #
1. Access Donation Forms 0:19
- Navigate to the ‘Fundraise’ section.
- Click on ‘Donation Forms’.
- Locate the data table displaying your donation forms.
2. Edit Selected Donation Form 0:38
- Select the donation form you wish to edit.
- Click on the ‘Edit’ button.
3. Select Template Type 0:45
- Choose the ‘Sponsorship Opportunity Form’ template from the options.
4. Enter Form Details 0:58
- Fill in the ‘Title’ field (this will appear in the donation form list).
- Customize the ‘Checkout Button Text’ as needed.
5. Configure Form Heading 1:26
- Decide whether to hide the donation form heading by toggling the option.
- If keeping it, enter text in the ‘Front End Form Title’ field.
6. Add Subtitle and Currency Settings 1:42
- Enter a subtitle that will appear below the title.
- Configure currency settings:
- Toggle ‘Hide Currency Switcher’ as needed.
- Set the ‘Default Currency’.
7. Set Minimum and Maximum Donation Amounts 2:33
- Specify minimum and maximum donation amounts to restrict user input.
8. Add Additional Fees 3:07
- If applicable, add a processing fee:
- Choose between a fixed or percentage-based fee.
- Name the fee (e.g., ‘Processing Fee’).
9. Configure Donation Frequency 3:27
- Select donation frequency options:
- One-time only.
- Monthly unlimited.
- Monthly limited (set duration).
- Enable installments for larger amounts.
10. Customize Checkout Options 5:00
- Add header text and custom checkout text.
- Toggle options to hide donation fields or show additional comment boxes.
11. Manage Tributes and Page Configuration 5:40
- Activate tributes if needed.
- Edit the sticky bar for additional customization.
12. Enable Quantity Options 7:04
- Allow users to select quantities for sponsorships.
13. Add Additional Donation Amounts 7:26
- Provide an option for users to add an additional donation at checkout.
14. Configure E-commerce Layout 7:41
- Enable or disable e-commerce layout for the donation form.
15. Select and Order Sponsorships 8:07
- Choose which sponsorships to display.
- Drag and drop to reorder sponsorships as needed.
16. Set SEO and Custom Fields 8:41
- Fill in SEO details: title, description, and image.
- Add custom fields for additional information collection.
17. Save Changes 9:03
- Review all settings and click ‘Save’ to apply changes.
Cautionary Notes #
- Ensure all fields are filled out accurately to avoid issues during the donation process.
- Double-check the currency settings to prevent confusion for donors.
Tips for Efficiency #
- Use templates from previous forms to save time on setup.
- Regularly review and update the donation form to keep it relevant and user-friendly.