Creating Donation and Appeal Pages

by LA - Customer Success Manager 01 Sep 2017

If you're running a themed appeal or would like to create a landing page for donations you can set up a page that includes dollar handles and a donation form.

View Example Page Layouts

When creating your donation page or appeal, head to the Pages Module, then hit the Create New Page  button.  From the template options, choose the Donation template, enter the name of the page and then assign the page to a parent page (most donation and appeal pages will be standalone so there's no need to assign a new donation page but you can if desired).

One off, in memory and regular giving donations are handled in your Pages module. You can create as many donation pages as you need for your seasonal appeals, always-on donation pages and more.

Continue on as you normally would with setting up your your page with all the elements and styling you'd like (the header image, SEO metadata, the content itself which can appear above the donation form, etc).

As you're using a Donation Template, you'll now see the Donation Settings option in your middle navigation. Click this and you'll see all the options within a donation page. You can turn on One Off, Recurring Donations, Paypal (if you've already connected up your Paypal account) or any combination of these. By enabling Recurring Giving you'll now be presented with 3 frequency options; monthly, weekly and yearly - again you're free to turn on whichever combination of frequencies you'd like to use for the specific donation page you're creating.

Within your Donation Settings section is where you can then customise the Dollar Handles, Form Options, Confirmation Page, Thank You Email and choose your preferred layout option.

Dollar Handles

Editing your dollar handles is done the same as through your platform level Sponsored and Personal Donations. Add the amount, description (optional) and image (optional).

Form Options

Here's where you can turn on and off data capture fields for each donation page you create, turn on the default In Memory fields or even add new fields by inserting a web form you've created. If inserting a web form, the fields in your web form will appear as the last fields on the donation form above the submit button.

Confirmation Page

Your Confirmation Page allows you to either redirect a donor to specific page after they make their donation or you can choose to simply display specific confirmation page copy on the default donation confirmation page template (in this case the header image and header copy will default to the specific donation page you are using). Edit your confirmation page copy easily using the editor on this tab.

Confirmation Email

Here's where you can customise the thank you email donors will receive specific to the donation page they made their donation on. For example, if you're creating an end of financial year appeal, you may wish to style the email template and/or use specific copy relating to the end of financial year appeal in the confirmation email the donor receives. Chose the template you'd like to use and then edit the copy through the editor - remembering to use the personalisation tags as needed such as sponsor name and sponsor amount to personalise the email.

Layout Options

Layout Options allows you to choose from the various donation template layouts we have available.

If you’d like further help please pop in a support ticket from your Funraisin admin and our team will assist you.