What are Giving Forms?

Learn more about our Giving Forms feature and how you can use it!

Megan Carlson Kladakis avatar
Written by Megan Carlson Kladakis
Updated over a week ago

Our Giving Forms feature allows you to create custom donation forms in order to control the donation types, questions asked and information gathered during the donation checkout process.

Check out this tutorial πŸ‘‡

What can be customized in a Giving Form?

Giving Forms allow you customize almost every part of the donation process including:

General

  • Giving Form Name

  • Footer / Sponsored By

Donation

  • Donation Types (One-Time, Monthly, Round-Ups)

  • Default Donation Type

  • Custom Amounts

  • Suggested Amounts

  • Campaigns to Display

  • SmartAsk Customization (image + multiplier)

  • Cover Fees (yes/no)

  • In Honor/Memory (yes/no)

  • Notes / Comments (yes/no)

  • Thank You Page (message + actions)

Contact Info

  • Phone Number

  • Mailing Address

  • Employment

Custom Fields

  • Choose "Custom Fields"

Your floating donate button can only show 1 giving form (view) at a time and will always display your default giving form settings. You can trigger your floating donate button to pop-up featuring an alternative giving form/gift type via this guide.

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