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Your Donorfy Guide

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Form Elements

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Form Elements are the building blocks of your Form. These blocks are the parts which will be displayed to and completed by your supporters.

Each element provides different functionality allowing the display of information or collection of details that will then be added directly into your Donorfy once the Form is submitted.

The available elements are:

 

Form Content

This element allows you to add text and images to your form - e.g. a heading, a welcome message or instructions.

This element does not update Donorfy in any way, its function is purely including content on your form to help make it usable. You can add this element multiple times within a form.

Adding content

The Form Content Element uses the standard text editor as used elsewhere in Donorfy. 

You can directly type in your content and then use the various formatting tools to style it to how you like, or you create your document in a word processor (e.g. Word) and then insert it using the Copy and Paste button. 

On inserting text into your content element, it may not draw in all of the formatting from your document or present it in a slightly different way. This is because not all forms of formatting, fonts, etc. e.g. custom paid-for versions, etc. are available from within the text editor.

Please note

The behaviour of copy and paste varies a bit between browsers and things are more locked down on an Apple device.

For example, if you use your mouse function to paste it will return an error message. The corrective option is then to use Crtl+V instead (the keyboard shortcut). This will insert the copied information into the template without the need to insert it into the HMTL source section.

This is because of website browser access restrictions to the clipboard.

 

Adding images

You can also include pictures see this article.

 

Constituent Details

This element allows the entry of individual or organisational details, such as:

Individual Organisations
Title Type - one type per Form can be used
First and Last name Organisation Name - when using the organisational option, this is mandatory shown but is optional to complete - i.e. enabling form to be used for both organisations and individuals

Email address

Postal address

and Phone numbers

  Postal address
National ID Email address and phone numbers*
  Job Title
  Role

**Date of Birth is not available within this element. This can be captured via the Add an Activity element through Activity Extra Fields

 Department

 

Using the Duplicates Confidence Score Individual Constituents will be added to existing Constituents where the confidence score is 13 or higher. Any matches below this a new Constituent will be added.

Donorfy will match Organisational Constituents to existing Organisational Constituents and where an exact match for organisation name or exact organisation name and postal code is found the Form will use that Constituent Profile. Non-exact or multiple matches will result in a new Organisational Constituent being added.

Matched Constituents do not result in updates to names and addresses. 

  • For Organisations, the Individual will be set as the Main Contact and the Organisation address linked to the Individual's Work address tab.
  • The Organisation's Email and Phone Number will be added to the Individual's Work tab.
  • Job Title, Role and Department will be added to the Individual's Work tab.

Where an Organisation already exists and has a Main Contact, this detail will not be updated with newer details.

 

This element can be added to a form once.

 

Communication Consents

Collecting supporter contact permissions is super easy with the Communication Consents element.

  • Choose which Channels you want to ask permission for.
    The following article provides details on how Channel permissions work in Donorfy: Channels
  • Ask people for their Preferred Channel to contact them by
  • Ask for permissions for Purposes - Purposes marked as to be included on public-facing preference update forms will be presented to the supporter. 
    The section titled 'Choose which Purposes to Display on the Preference Update Form' in the article Allowing People to Update their Permissions and Preferences Provides details of how this is set up.

Communication Consents Element Example

Where a form is collecting both Individual and Organisation details, the permissions will be applied to the Individual Constituent profiles.

You can only add this element to a form once.

 

Add a Tag

Tags within Donorfy are a super useful way of categorising data or adding visual queues on a Constituent profile. With the Tags element, you can use this to:

  • Set the desired destination of a Tag - i.e to the Individual, Organisation or Both
  • Adding a Tag automatically - this will add a Tag with no additional details
  • Or ask a question which if answered yes will add the tag
    For this option you can then:
      • Ask for further information which will be stored in the Tag's notes
      • Populate the additional custom fields in the tag, either automatically or according to an answer given.

Add a Tag Element Example

You can add this element multiple times to a form.

 

 

Add Activity

There's more to Activities than meets the eye! With this element, you can:

  • Set the desired destination of an Activity- i.e to the Individual or the Organisation
  • Allows for a connection to be set
  • Add an Activity to the Constituent Timeline automatically
  • Ask a question (or series of questions) which if answered yes will add the Activity
  • Ask for further information which will be stored in the Activity's notes
  • Assign a task to a user which is related to the Activity
  • Mark the Activity as Confidential so only users with that permission can view it
  • Show an Alert on the Constituent Profile
  • Populate the additional custom fields in the activity, either automatically or according to an answer given.

Add an Activity Element Example

You can add this element multiple times to a form.

 

Donation - Asking for Donations or payments 

This is one of two financial elements available within Donorfy Forms - the other being Memberships. Both single donations/payments can be collected as well as regular donations all with a variety of amounts and payment options, for example, card payments, ApplePay, PayPal, and Direct Debits.

The Donation element is split into a number of tabs that build your 'ask' (the display tab), the default config settings (the processing tab) and the language used (prompts and messages). These are details below:

Display Tab

Donation Element Example

Within this tab, you can:

    • Add a lovely introduction blurb
    • Set the donation/payment amounts by:
      • Offering a choice of suggested donations - this allows for 3 suggested donation amounts for single, monthly and/or annual gifts, when using this option you can 
        • Optionally enter a description for what the donation amount could be used for 
        • Allow the donor to enter their own ‘other’ amount 
        • Choose the default selection - i.e. the selections that are made when the form is displayed 
      • Allowing people to enter any amount - this will display a single field where people can enter an amount. (If offering other amounts please set a default amount relating to the 3 suggested payment amounts - this ensures that the Stripe payment boxes display)
      • Setting a fixed amount - i.e. this is the amount being requested and the donor cannot change the amount

      • Regular payments can be collected by Stripe or Direct Debit (not ApplePay, Google Pay, Microsoft Pay or PayPal) 
      • Where a form is set to offer both single donations and regular donations, the display default will be for regular donations
    • Decide whether to ask the donor to Gift Aid their donation - when the supporter opts into this it will add a new Gift Aid Declaration to their Timeline. 
    • Display a gift summary message - which will confirm the amount and frequency of the donation
    • Allow a gift message to be entered - any text entered by the donor will be stored in the transaction comments
    • Allow the donor to assign their donation to a selected fund to do this you need to find the fund in Settings > Configuration and enter a suitable text into the ‘Description of the fund to show on forms’ 
    • Set the default Constituent Timeline that a donation or RPI will be added to when the form contains organisational details
    • Allow the donation to be connected to an existing constituent - e.g. for tribute or in memoriam donations - these are the options:
       
      • the existing constituent can either be selected in form element and all donations will be connected to the constituent 
      • Allow the donor to choose a constituent when making their donation with this option 
        • the constituents the donor can choose from are provided by a constituent list - e.g. a list of active tribute fund constituents - 
        • the first 500 constituents provided by the list are selectable by the donor 
        • You can choose the message to display above the list of constituents on the Prompts and Messages tab under the Other section

Processing Tab

Donations Element Processing Tab Example

This tab allows you to control how the donation will be processed and how the donor will be thanked. 

Here the defaults are set for:

    • Product 
    • Department
    • Fund
    • Bank Account
    • Currency - Coming Soon
    • Channel - this is the 'how the payment entered your Donorfy, e.g web form. This allows you to easily report via Lists as to how online forms are performing
    • Acknowledgements - Provision for a thank you message to be sent to the supporter for a one-off Transaction or a Regular (recurring) payment. 
    • Payment options - such as the Payment Method and if the Form can be used from Apple Pay, Google Pay, PayPal etc.

Please note

If opting to use Apple Pay, Google Pay, PayPal etc. it is advised that the Form is designed so all other details, such as contact details, permissions, Activity items, etc. are captured prior to the payment amount details. This is because the alternative payment buttons display within the Payment section and submit the Form upon completion rather than the submit button element completing the From submission.

  • An option for some specific text you may wish to add on the GoCardless sign-up form and an option to display a page where an error occurred with the sign up. 
  • A Mailchimp Automation can be assigned within the Processing Tab for donations - for further information please see this article: Initiating Mailchimp Automations or Supporter Journeys from Donorfy

Please note

The Mailchimp Automations feature only supports Classic Automations. Click here for further details

If your Mailchimp account does not have this feature, the suggestion is to use a Donorfy Trigger coupled with the Supporter Journey option.

Prompts and Messages Tab

Donations Element Prompts & Messages Example

This tab allows you to change the standard prompts and messages used with the form.  

 

 

You can only add one donation element to a form.

To find out more about how recurring donations are processed see ‘When do Payments Start?’ this article

 

Gift Aid Declaration Opt-In

Gift Aid at the click of a button!
There are two ways to collect Gift Aid Declarations, the first is via the Donation element and the second option is via the Gift Aid element. 
Where the option is provided within the Donation element, then the use of the Gift Aid element is not required.

The Gift Aid wording can be altered to suit, for example by adding your charity's name or using the extended Gift Aid wording that is available from the HMRC's website. 

Gift Aid Element Example

When a GAD is added to Donorfy, it will cover prior, current and future donations.

The wording that was used within the GAD on the Form will also be added to the GAD on the Timeline (read-only field):

Declaration Text Example

You can only add this element to a form once.

 

Membership

This allows you to prompt for Membership subscription purchase - this element provides up to 6 membership Products to be purchased as well as Gift Memberships.

To find out more, see: Creating a Membership Form

You can only add this element to a form once.

 

Submit Form

This element validates and submits the form to Donorfy.

The button can be formatted as follows:

  • The call to action for the button can be altered, for example, from Donate to Make Payment or Submit Form
  • The button size can be altered in size also

Submit Button Element Example

You can only add one of these elements to a form.

 

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Comments

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    Rebecca Hubble

    Is it possible when asking for channel consent to use only one button, instead of two? E.g. a tickbox for Yes to confirm consent on an email sign up form.

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