Updating Donation Pages

Let’s Learn

• Updating Donation Pages
• Updating Donation Thank You Pages

Updating Donation Page

Step 1: Navigate to the Event Builder tab in the admin console 

Step 2: Using the dropdown arrow next to the Donation heading, expand the list to show Donation Form, then expand this section and select the page you would like to edit first.

Step 3: Navigate to the Content section on the left-hand side. Use the drop-down arrow to expand the Donation Amount section.

• In this area, you can invite donors to cover the processing fee and implement a minimum donation amount.

Quick Tip!

You have the ability to rearrange the sections on your Donation Page.

To rearrange the sections Click & Drag the sections using the dots on the left of the section. Once arranged in the preferred order, Save your changes. 

Step 4: Use the dropdown arrow to expand the Donation Information section. 

• Here you can enable or disable different standard input fields to display on your donation page.

Step 5: Navigate to the Contact Information section by clicking on the pencil icon on the left-hand side.

•  Here you can choose what information you would like to collect from your donors and enable or disable the contact permission questions that display on your donation page.

• Display permission is for donations made to an individual or team and is a checkbox to give permission for the donor’s name to display on the fundraising page.
• The other permission settings will enable or disable the following permission questions on the donation form.  The text can be edited to suit your organization's messaging.

Step 6: Enable corporate gift matching by selecting the drop-down next to Matching Gifts.

Step 7: Under Payment Information you can enable donors to request a tax receipt and edit your tax receipt settings.

Additional Helpful Hints!

• Remember to complete the above steps on all instances of the donation page, the Direct Donation, Solicited Individual and Solicited Team
• Direct Donations are donations made directly to the event, without being credited to an individual or team.
• Solicited Individual donations are donations being made to a specific individual registrant, so the page has fields specific to this type of donation.
• Solicited Team donations are donations being made to a specific team, so the page has fields specific to this type of donation.
• Example of the solicited individual page below:
  

• Clicking through Survey Questions and Donation Settings using the Content Editor navigation will redirect you to the relevant page to update these items, such as creating a new survey question (User Defined Field) as per below.

  • Useful links:

    • Survey Questions/User Defined Fields

    • Setting Up Tax Receipts

    • Suggested Donation Amounts

• Always remember to save your work using the orange save button in the top-right corner.

Updating Donation Thank You Pages

Step 1: Navigate to the Event Builder tab in the admin console 

Step 2: Using the dropdown arrow next to the Donation heading, expand the list to show Thank You, then select the page you would like to edit first.

Step 3: Navigate to the Content section on the left-hand side. Using the dropdown arrow to expand the Container section. 

• You can add text by entering or updating the default content directly on the page.  If needed, you can also add new Text sections.  
• Here you can also add images, sponsor logos, and social share icons on the Thank You pages. Using the dropdown, you can determine the size you would like the section to display on the page and using the color circle you can choose the background color for each section.  

• You can add up to six images in the Image Gallery and display the images in a Grid formation so that the donor sees all images at once or in a Carousel, so they can scroll through. You can add up to 10 logos in the Sponsors section.  For the images in the Image Gallery and in Sponsors, if you enter in a URL in the Link URL section when a donor clicks on the image, they will be taken to the website entered in a new window.  You can also enter a Title for each image which will help you organize but not be shown on the live pages. You can publish a video by adding a YouTube or Vimeo URL in the Video section. 

Quick Tips!

• As with the donation form, remember to complete the above steps on all the Direct Donation, Solicited Individual and Solicited Team thank you
• Always remember to save your work using the orange save button in the top-right corner.