How to Edit and Configure Donation Forms for Hayward Promise Neighborhood

Learn how to edit and configure donation forms, update donation levels, and manage designations for the Hayward Promise Neighborhood fundraising campaign.

30 Jan 2025 By Nyiema Bayfield

In this guide, we'll learn how to update and configure a donation form for a new fundraising campaign. The process involves editing donation levels, modifying form content, and ensuring the correct elements are displayed. We'll adjust donation amounts, update content to reflect the new campaign, and configure the form's layout to enhance user experience. This guide will help you ensure that the donation form is accurate and ready for publication, supporting the Hayward Promise Neighborhood initiative.

Let's get started

Edit the form you just copied. Double-check the internal form name and the public name listed. Add a description if necessary. Scroll down and click "Next."

Click on Fundraising->Donation Management. Find the "General Fundraising Campaign - new checkout" Campaign and in the Actions Column, click on "Manage".

Step #1: Find the formFind the "General Fundraising Campaign - new checkout" Campaign and in the Actions Column, click on "Manage". — Find the formFind the "General Fundraising Campaign - new checkout" Campaign and in the Actions Column, click on "Manage".

Step #2: Click on "Save" — Click on "Save"

Specify the order that designees are listed in.

Step #3: Click on "Sort Designation Types" — Click on "Sort Designation Types"

Step #4: Assign a number to each of the designees listed based upon the order that you want them to be displayed in. 1=first, 2=second, 3=third, and etc. The number assigned to Unrestricted should be the highest one as it is going to be the last designee in the list. — Assign a number to each of the designees listed based upon the order that you want them to be displayed in. 1=first, 2=second, 3=third, and etc. The number assigned to Unrestricted should be the highest one as it is going to be the last designee in the list.

Step #5: When you are finished updating the order of the designees, Click on "Save" — When you are finished updating the order of the designees, Click on "Save"

Step #6: The designees should now be listed from low to high based on the order you specified in the last step. Click "Save" again. — The designees should now be listed from low to high based on the order you specified in the last step. Click "Save" again.

Step #7: Click on Step 3. Design Donor Screens — Click on Step 3. Design Donor Screens

Step #8: Click on "Edit" next to Donation Form. — Click on "Edit" next to Donation Form.

Add Matching Gift Component

Step #9: In the top left panel, Click on "HTML Caption". — In the top left panel, Click on "HTML Caption".

Step #10: In the top right panel, Click on "Other Designation or Fund" to specify where the new HTML Caption element should be inserted into the donation form. — In the top right panel, Click on "Other Designation or Fund" to specify where the new HTML Caption element should be inserted into the donation form.

Step #11: Click on "Add >" — Click on "Add >"

In the top right panel, there should now be two HTML Caption elements displayed below "Other Designation or Fund". Click on the top one, then hit "Save Order" and "Edit Selected."

Step #12: In the top right panel, there should now be two HTML Caption elements below "Other Designation or Fund". Click on the top HTML Caption element (this is the one that is listed directly beneath "Other Designation or Fund"). — In the top right panel, there should now be two HTML Caption elements below "Other Designation or Fund". Click on the top HTML Caption element (this is the one that is listed directly beneath "Other Designation or Fund").

Step #13: Click on "Save Order and Edit Selected" — Click on "Save Order and Edit Selected"

Step #14: In the HTML content editor, click on the Components icon. — In the HTML content editor, click on the Components icon.

From the pop-up window, click on "Content" and then click on "Reusable Page." Find the component titled "reus_MatchingGiftsComponent," and click on it. In the Configure Component screen, you'll be able to see a preview of the component. Click the "Insert" button.

Step #15: The HTML Content editor should now look like this. Click on "Save" — The HTML Content editor should now look like this. Click on "Save"

Preview the Donation Form.

Step #16: Click on the "Preview" button. — Click on the "Preview" button.

Review the preview version of the Donation Form.

WHAT TO LOOK OUT FOR....

Is the content outdated? Does it clearly identify who or what gifts made through that page will be in support of?
2. Are the suggested gift amounts: $250, $500, $1,000, $2,500 and $5,000?
3. Are the correct designees shown in the Gift Designation dropdown? Are they in the right order?
4. Does the the Matching Gifts Component appear below the Gift Designation area and above the heading for the Honor/Memorial area?
5. Does checkout area have the heading "Payment Details"?
6. Is there a "Submit" button at the bottom of the form?
7. The form doesn't have a box that would allow donors to indicate that Donor Information is the Same as Billing Information.

IF THE ANSWER TO ALL OF THOSE QUESTIONS IS YES, close the preview window and proceed to the next step of validating the form.

IF THE ANSWER TO ANY OF THOSE QUESTIONS WAS NO, close the preview window and return to editing the donation form. Use the directions from those sections to either add any missing elements or make adjustments to existing ones.

Step #17: When previewing the form, review each of the areas and items listed below. — When previewing the form, review each of the areas and items listed below.

Step #18: Click on "Save" — Click on "Save"

Validate the donation form.

This will check for any errors in the form that might prevent processing.

Step #19: Click on 4. Validate — Click on 4. Validate

Step #20: Under 1. Form Validation, Click on the [Validate] button. — Under **1. Form Validation**, Click on the [Validate] button.

If the form is invalid, carefully review each of the problems that was identified with it.
To fix the errors identified during Form Validation, you will need to return to editing the donation form.

Click on 3. Design Donors Screens, then click on the Action "Edit" next to Donation Form. Try to resolve the errors that were identified with the form one at a time.

To check if an error has been resolved:
Click the [Save] button and then click 4. Validate.
Next, Click the [Validate] button.
If that error is no longer listed, you fixed it. Good job!

Now, move onto the next error message on the list and repeat this process (1. Return to editing the form, 2. Try to fix the error, 3. Save the form, and 4. Validate the form) until all of the errors have been resolved.

OR

If the form is valid and no errors were identified, then continue to the step below.

Step #22: A success message should now appear along the top of the screen that reads: "✔ FORM_NAME is valid."Click on 7. Publish. — A success message should now appear along the top of the screen that reads:
"✔ **FORM_NAME is valid.**"

Click on 7. Publish.

Publish the Donation Form.

Step #23: Click on the radio button next to "Publish this donation form now" — Click on the radio button next to "Publish this donation form now"

Step #24: Click on "Save" — Click on "Save"

Step #25: Click on "Finish" — Click on "Finish"