ApproveforGood Request Form Setup – FrontStream

Please refer to the linked articles for specific guidance

How to create an ApproveforGood Request Form

Congratulations!

You have successfully enabled your user account for ApproveforGood.

How can it be used?

It can be used as a donation request form year-round for your company to connect with organizations by giving NPO’s (non-profit organizations) the ability to request donations directly from your company.

Customize your company’s request form to reflect your mission for helping organization’s fundraising initiatives.

To complete your ApproveForGood form, work your way through the Setup tab dropdown menu to fulfill all components needed for setup.

Step 1: Setup tab>Contact info

Fill out the Public and Private Contact Information sections.

Click update contact info when complete

Step 2: Setup tab > Site Design

Upload images for your banner and background. As a user select colors to match your logo for the form headers and submit button. The suggested banner size is 980 pixels wide by 200 pixels tall. The image file should be in .gif, .png or .jpg format.

PRO TIP* This banner will also be carried into the top of your emails, so make sure the image will show up well against a white background.

When you are finished updating this information click update site design

Step 3: Setup tab > Site Content

Add verbiage to your request form to introduce your donation program and clearly identify any donation guidelines.

On the Site Content page, you can also add the following:

Marketing Questions (custom questions that may not be on the standard form)
About Us 
Links (as many as you would like to add to direct traffic to your website and social media)
Thank You Page

This field is required. Please provide NPO’s with your company’s giving philosophy and ways in which your business currently supports the surrounding community.

Link additional sites in this field

Verbiage can be customized and should include a reasonable response time to set the expectations of the NPO making the request.

Click update site content when complete

NOTE: All fields can be changed at any time!

Step 4: Setup >Email Content

Customize your default email content , and set your from/reply-to email address.

Here is where you customize all emails that will be sent out to requesters

Set your From Email Address, this is the email address that will be seen by requesters when receiving specific email notifications.

There are 3 email templates to customize.

All email templates are customizable and can be edited at any time.

Click Update Email Content when customized and completed

*Pro-tip: These letters may need some HTML coding for proper spacing.

Step 5: Setup > Locations

If your business has multiple locations, add a drop-down menu to your request form based on location.

This allows the requester to select specifically where they would like their donation from. Set up notification emails to the donation contact at each location to keep them up to date on each step of the request process.

There are email placeholders dedicated to this feature so that you can pull store name and address into the approval email if needed for pick up information.

*All store location details will show up in your excel sheet when exporting your request information.

There is a CSV template available to download and fill out to make the import easy.

Add new locations is found at the bottom of the page.

Click the Add Location button to create a new one.

This is where you will find all business locations added to the account.

The create a location screen will appear for you to fill in and save.

Once the information if filled in and the save button is clicked a new location will appear on the location dashboard for your company to manage.

Step 6: Setup > Regions

The system allows you to put multiple store locations into a group, otherwise known as regions.

This allows regional managers to oversee all their locations, and when they are signed in, they see information only pertaining to their group of stores. 

To create a Region, go to Setup > Regions. Select the "Add New Region" button.

Give the region a name and select the corresponding store locations for that region under the Locations list.

Select the "Save Region" button to save.

Once this information has been saved a new Region will appear on the Regions dashboard.

Here are some other key fields to customize and update.

Step 7: Setup > Donation Items

Create a list of items you most frequently donate to requesting organizations.

This list is included in the approval dropdown box every time you approve a request, and there is no limit to the number of items you can have.

Approve for Good allows the business to limit quantities of items by filling in the quantity field when building your items.

Please attach any specific terms or conditions surrounding that item in the item description field and those details will be pulled into the approval email.

Note: An item’s name and value cannot be edited once saved.

To create an Item Request Donation Item, you will click on the create a donation item button.

The create an item screen appears and you are prompted to fill in the select boxes

Item name
Item value
GC Number
Quantity
Item details

When created, to finish click the create new item button at the bottom of the screen.

Step 8: Setup > Auto-Reject

Reject donation requests automatically with filters based on your own donation criteria.

Inform the requester about the specific reason they were rejected by stating that specific donation guideline in the Rejection Message field.

These auto-reject emails are sent to the requester 24-48 hours (about 2 days) after the request is submitted.

To create a new Auto Reject filter, click on the Create New Filter Button

There are 7 different filters to choose from.

All customizable to reflect your company’s mission.

Tax ID
State/Province
Zip Code
Causes
Marketing Questions
Event Date
Attachment

Click on the Save new filter button when you are finished.

Step 9: Setup > IFrame

Embed your donation request form into your website instead of creating a hyperlink to the form.

Select Update IFrame Settings > Share the HTML code that populates with your webmaster or IT professional.

Step 10: Setup > Account Users

Up to 15 users can have access to the account.
Go to Setup > Account Users. 
Click on Invite New User
Insert the email address of the person you are trying to add. Then choose the permissions you want them to have access to.
Click “Send invitation.” That person will get an email and then follow the steps to become a user on the system. 
FAQ: I Don't see the invitation?

Double check your spam folder and be sure that communications from frontstream.com are not being blocked!

I do not see the Account Users tab as an option?

This is most likely because you are not the Administrator user of the account. If you do not see the Account Users tab as an option, and you are an admin, please email approveforgoodhelp@frontstream.com

Click on the Invite New user button to add new users to the account.

The Account User screen will appear for you to fill out and send the new user invite.

Select the notifications you wish the new user to receive.

Once all required fields are filled out click on the Send Invitation button to invite the new user to your account.

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