Online Giving Form Building Resources

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TABLE OF CONTENTS

Online Giving Form Build Order

Map out Form before build: i.e. diagram, whiteboard, etc

  1. Build Designations
  2. Build Collections
  3. Build the Form and enable a collection
  4. Steps
  5. Categories
  6. Fields
    1. Existing Fields
    2. New Fields
  7. Roles (if needed)
  8. Customize URL's (if needed)
  9. Add Appeal Codes
  10. Custom Design
  11. Admin Test
  12. User Test
  13. Launch

Documentation: Giving Form Build | Giving Form Build Checklist


Questions to ask before each build

  1. Who am I building this for? (Audience)
  2. How do they enter the form?
  3. Is there a total limit to the number of registrations? A per person limit?
  4. Will tickets be sold?
  5. Are there limits to the number of tickets sold?
  6. Will ticket purchases be driving registration?
  7. Will a guest list be displayed?
  8. Are there additional commerce fields needed that do not drive registration?
  9. Do you need a quantity field to drive registration?
  10. Will tickets have individual or group limits on sale?
  11. Are Admin only fields needed?
  12. Donation Opportunity offered?
  13. How do constituents exit the form?
  14. Will a confirmation email be used and what will it say?
  15. Will Identity Checkpoint be used?

Use the answers to these questions to create a road map for your form prior to building.


Forms Vocabulary

General Forms

Steps: Page display in the form. You can create additional steps to break up information collection flow.

Categories: The containers the hold and sort your data fields. Categories can be used as filters in reporting and can collapse fields from view in a form.

Fields: The tool used to collect the data for storage in your database

Existing Fields: Fields that have been created in your database or mapped over from your back end database (example: profile member fields)

New Fields: A new field that is created because it does not exist in your database. DO NOT create new fields when an existing field is present. (example: phone number field is existing because it is a member field used often, whereas a field requesting someone’s favorite color would be unique and specific to the form it lives in. This would be a new field.)

Giving Forms

Donations: The giving form is also called Campaigns, or Donations, they are all the same type of form with commerce collection fields.

Designations: These are the holding containers or labels where monies are applied through the giving form.

Collections: The presentation of the designations inside the form. There are two primary collection displays: the simple (all on the page in a listing) and advanced (presented in a collection pop up window)

Form Build: The form is separate from the collection display in giving. The form is like the picture frame which holds the collection as a picture. This means that a collection can be moved from giving form to giving form.

Suggested Naming conventions

Building Fields - nameoftheform_nameofthefield
(example: class2004reunion_dinnerselection)

Building Roles - nameoftheform_nameofthefield_nameofthevalue
(example:classof2004reunion_dinnerselection_vegetarian)

For your reference: Vocabulary and Suggested Naming Convention documents.

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