How to Collect Donations via Forms

How to Collect Donations via Forms

You can now efficiently collect donations and payments directly through forms by adding a payment element. This feature allows you to specify a fixed donation amount or let donors choose their preferred amount. Here's a step-by-step guide on how to set it up:

Setting Up the Donation Form

1. Access Forms:

• Go to the Sites tab.

• Navigate to Forms.

2. Add a New Form:

• Click on the + Add Form button in the top right corner.

3. Add the Payment Element:

• In the form builder, locate the Collect Payment element on the left-hand side.

• Drag and drop this element into your form.

4. Customize Payment Settings:

• Click on the payment element to open customization options on the right side.

5. Configure Payment Settings:

• Live Mode:

  • Toggle On to activate live payments.

  • Toggle Off for test payments.

• Payment Type:

  • Collect Payment: Choose this to collect a specific donation amount.

  • Sell Product: Select this if you want to sell a product (ensure you have a product created under the Payments tab > Products).

• Suggest an Amount:

  • Enter Specific Amount Options: Add predefined donation amounts for users to choose from.

  • Toggle Off to let users manually enter their desired donation amount without suggestions.

• Include Other Amount:

  • Allow Users to Enter Amount: Provide an option for users to enter their own donation amount if they prefer not to choose from the suggested amounts.

• Select Currency:

  • Choose the currency in which you wish to receive donations.

Features Overview

• Live Mode: Toggle to switch between live and test payments, ensuring you can test your form before going live.

• Payment Type: Flexibility to either collect a fixed amount or sell a product.

• Suggested Amounts: Predefined amounts make it easier for users to donate or purchase.

• Custom Amounts: Allow users to input any amount they wish to donate.

• Currency Selection: Choose the currency for donations to match your needs.

By following these steps, you can set up a form that effectively collects donations, providing a seamless experience for your supporters and enhancing your fundraising efforts.