Donation Forms Training Webinar
Create online donation forms using the Responsive Forms tool for your website and emails.
Get started collecting online donations in DonorSnap’s Responsive Forms through Stripe.
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Quick Recap
The trainer provided an in-depth overview of building donation forms using DonorSnap and integrating them with a credit card processor for online payments. She also demonstrated how to customize donation templates, modify the donation process, and handle new donations through the system.
Meeting Summary
DonorSnap Form Building Overview
The trainer discussed the process of building donation forms in DonorSnap. She clarified that due to the complexity of creating a shopping cart-like experience with dropdowns for dollar amounts, this topic would be covered in a future session. Instead, the current session focused on an overview of how to build forms from start to finish.
DonorSnap and goEmerchant Integration
The trainer explained the process of building online forms using DonorSnap. She emphasized that DonorSnap, while a database and form builder, does not process payments. For that, a separate account with goEmerchant, a credit card processor, is needed. The trainer walked through the steps of setting up an account with goEmerchant and integrating it with DonorSnap to enable online donations. She also highlighted the customization options for the forms and the option to cover processing fees.
Donate Form Versatility and Customization
The trainer clarified the versatility of the donation form, emphasizing that it could be used for various payment scenarios, such as sponsorship forms, membership forms, and event registration. She advised that if a specific form, like a summer camp registration form, is needed, it should be created using the donation form type and then customized with the appropriate information. The trainer also highlighted that the donation form is a payment form and serves as a credit card charge form.
Customizing Donation Templates and Forms
rainer discussed the customization options for two donation templates: the basic donate template and the compact donate now form. She explained that while the basic template is fully customizable, the compact template has limited customization options. She advised that if the compact template can’t be customized to fit a specific need, it’s best to start from scratch using the basic template. The trainer also provided a detailed walkthrough on how to customize the form, including privacy policy, confirmation page, email settings, and appearance. She emphasized the importance of considering the purpose of the form and the user experience.
Modifying Donation Process and Forms
The trainer discussed her plans to modify the donation process for her organization. She expressed her preference for donors to choose where their money goes. She also wanted the process to be recurring and with a processing fee. The trainer then demonstrated how to use the DonorSnap form builder to customize the form, including moving the company section to the top, removing the phone option, and making the address and zip code required fields.
Streamlining Donation Forms for a Better User Experience
The trainer discussed modifying a donation form to streamline the donation process and improve user experience. She suggested changing some wording and setting a default value for the ‘donation type’ and hiding it to avoid confusion. She also recommended making the ‘campaign’ field visible to donors but not required, and allowing them to choose their donation frequency. The trainer emphasized the importance of saving changes frequently and demonstrated how to set up a recurring donation. She also highlighted the flexibility of the system, noting that the same process could be applied to other types of forms, such as membership or sponsorship.
Handling New Donations and Record Verification
The trainer demonstrated the process of handling new donations via a form on her system. She emphasized that the form should be processed through the system, not manually entered into the database to avoid duplication or errors. She also showed how to link the form to an existing contact, edit the information if necessary, and add new contacts if they are not already in the database. The discussion also touched on the importance of ensuring the accuracy of donation records.
Related Pages
Stripe Payment Processing Integration
Getting Started 107: Forms
Event Registration Forms Training Webinar