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Configure a public Donation Form

Configure a public Donation Form

Creating a new Donation Form can be done through the Forms Object in Salesforce.

Creating a new Form

To create a new Form, click the New button.

  • Form Name

  • Status

  • Campaign

    • To assign the Form to a Campaign, use the Campaign field.

Configuring the Donation Form

  • Page Images

    • Use this section to define the primary images used on the Web Donation Page. The possible images that can be uploaded are a Logo, Banner and Body Image.

  • Page Content

    • Use this section to define the primary page content blocks used on the Web Donation Page. You can also select your desired Text and Background colour scheme.

      • Campaigns

        • To assign the form to a Campaign, use the Default Campaign field. It is also possible to assign it to multiple Campaigns.

        • Allow Campaign Selection allows the donor to select which Campaign they want to donate to on the donation form.

(Custom Head HTML)

(reCAPTCHA)

  • Payment

    • Assign the Currency and any Payment Information for the donation payment.

  • One-Off

    • Use this section to configure one-off donations. It is also possible to turn off one-off donations using the checkbox in the top right corner of the section.

  • Recurring

    • Use this section to configure recurring donations. It is also possible to turn off recurring donations using the checkbox in the top right corner of the section.

  • Succeeded Payment Checkout

    • Use this section to configure the checkout screen after a successful payment.

  • Cancelled/Failed Payment Checkout

    • Use this section to configure the checkout screen after an unsuccessful payment.

  • Drop-In

Form Submissions and Statistics

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