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How to setup a variations donation form

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Creating a Donation Form Using the Variations Template #

Objective #

Outlining the steps to create and configure a donation form using the variations template, ensuring all necessary settings are properly adjusted for optimal functionality.

Key Steps #

1. Log into Your Site 0:28

  • Access your website and log in.
  • Navigate to the ‘Fundraise’ section.
  • Click on ‘Donations’.

2. Add a New Donation Form 0:36

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  • Click on ‘Add New’.
  • You will be directed to a new page with blank fields.

3. Activate the Variations Template 0:55

  • Scroll down to find the variations template option.
  • Activate the variations template.

4. Configure Form Settings 1:24

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  • Set an internal admin title for your reference.
  • Customize the button text (e.g., change ‘donate’ to ‘donate now’).
  • Optionally, add a front-end form title and subtitle.

5. Set Donation Options 2:43

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  • Label your variations (e.g., ‘Donation Options’).
  • Activate multi-select if you want users to choose multiple options.

6. Add Variations 3:26

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  • Input the title and price for each variation.
  • Enable quantity if donors can select multiple items.
  • Optionally, add a featured image and categorize the donation options.

7. Define Minimum and Maximum Donations 4:22

  • Set a minimum and maximum donation range if applicable.

8. Add Additional Fees 4:46

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  • If applicable, add a processing fee:
    • Choose between a fixed or percentage-based fee.
    • Name the fee (e.g., ‘Processing Fee’).

9. Set Donation Frequency 5:20

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  • 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.

10. Configure Checkout Options 7:03

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  • Set a checkout message and customize the header text.
  • Decide whether to hide donation fields or show a comment box.

11. Enable Tribute Options 8:18

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  • Activate tribute options for dedications or memorials.

12. Customize Sharing Options 8:39

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  • Customize the URL title, description, and SEO settings for sharing.

13. Add Custom Fields 8:54

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  • Include any additional fields needed for checkout (e.g., text, number, file upload).

Cautionary Notes #

  • Ensure all required fields are filled out before publishing the form.
  • Double-check the activation of the variations template to avoid issues with donation options.

Tips for Efficiency #

  • Use consistent naming conventions for admin titles to easily identify forms.
  • Preview the donation form before publishing to ensure all settings are correct.
  • Regularly review and update donation options based on feedback and performance.
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