Forms
The Donorfy Forms feature allows you to create forms which you can use on your website for a variety of purposes - e.g. to allow people to signup to a list, make a donation and so on, updating Donorfy in the process.
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FAQ: Notification of completed Form
How can I be notified when someone completes a Form? There are a number of ways in which you can see and receive information about completed Forms: 1. The History tab - Forms > History 2. A List, filtered by your Form settings 3. An Task Notificat...
Graham Bell -
Introduction to Forms
Donorfy Forms allows you to create web forms that can be filled in and submitted online. When a form is submitted it directly updates your Donorfy database with the information entered, according to the form's configuration. Examples of Forms that...
Ben Brett -
Form Submissions, Statistics and History
Form Submission When a form is submitted we will check that it looks like a legitimate form submission - see Form Security for more info - legitimate submissions will then be processed. We will use the details on the form to try and link the form...
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Example - a Gift Aid opt-in campaign
You could be missing out on a lot of income if donors have not made Gift Aid Declarations. Here's how you can use Donorfy to identify them, get in touch with them and provide a simple online form so that they can make their GAD there and then. The...
Robin Fisk -
Creating and Editing Forms
Creating a Form To create a form, go to Forms > Manage Forms and click on Add Form. You can then enter Form Type - select from a number of ready-made form types: Donation Contact Us Volunteer Application Gift Aid Declaration Opt-in Blank Form...
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Available Form Elements
Form Elements are added to your form to display different content and provide different functionality on your form - these are the available elements: Form Content This element allows you to add text and images to your form - e.g. for the form h...
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Apple Pay
Donorfy Forms can accept donations and payments using Apple Pay - a quick and easy way fro your supporters to donate. Please Note The integration does not support the insertion of transactions from non-Donorfy forms and is only for one-off dona...
Ben Brett -
PayPal
Donorfy Forms can accept one-off donations and payments using PayPal. To take advantage of this you will need a PayPal merchant account for your organisation - note that this is different from a personal PayPal account. Please Note The integra...
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Google Pay & Microsoft Pay
Donorfy Forms can accept donations and payments using both Google Pay & Microsoft Pay. Please Note The integration does not support the insertion of transactions from non-Donorfy forms and is only for one-off donations and payments. To set u...
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Form Appearance
You can choose the colours, fonts, and style for the inputs & buttons used by your forms - to do this go to Forms | Branding and click on the Form Appearance tab. As shown in the example below as you change the form appearance the preview will upd...
Ben Brett -
Standalone Forms
Giving Your Forms a Consistent Look and Feel To give your standalone forms the look and feel that is consistent with your website you can set up the header, footer, and content that will be shown surrounding them. To do this, go to Forms | Brandin...
Robin Fisk -
Updating Form Communication Consent Options
Within Donorfy you can alter the Processing basis for your Communication Channels; Legitimate Interest and Opt-In. When a change has been made to the Processing basis option within your Communication Channels all of your Forms collecting Channel c...
Graham Bell -
Forms - Google Analytics
Google Analytics can track Donorfy Forms to help you see their performance on your website by adding your Google Analytics tracking ID to the Forms section in Donorfy. To do this: Open Forms > Google Analytics Copy your UA ID from your analytics...
Graham Bell -
Testing your Donorfy Form
When testing your Donorfy Form or tweaking how it appears on your website it will require loading the Form multiple times, often in quick succession. This will most likely trigger our request monitoring algorithms and result in your request/s bein...
Graham Bell -
Form Security
We monitor requests made to web widgets and forms to try and Identify and block suspicious requests Block automated form submissions - i.e. submissions from spambots Identify and Blocking Suspicious Requests If the pattern of requests from a ...
Robin Fisk -
Missing a Transaction/data entry from a Donorfy Form?
Missing a Transaction/data entry from a Donorfy Form? Sometimes when a Form is completed the payment may have been collected or a Direct Debit mandate created but the reCAPTCHA process has flagged the Form as Spam due to a low score or details tha...
Graham Bell -
Forms Troubleshooting
An error message appeared on screen when I tried to view the Form online This could be due to one of the reasons below. To see which one the error message is referring to there is a number shown in the bottom right (as highlighted by the box in ...
Graham Bell -
Form Error Messages
If there is a problem when either a form is requested or submitted we display an error message - similar to one below - the message includes an error number as shown in the yellow box - the meaning of the error numbers are listed below. Error...
Ben Brett -
Donorfy Form Error Messages when a supporter clicks Donate or Submit button
Missing required detail: There is a problem with this form - please correct the errors and re-try Scroll up the page to locate the section where there is missing default information noted by an asterisk *, enter the missing details, click on d...
Graham Bell -
FAQ: Can I add a required field?
Can I add a required field, such as a tick box for the confirmation of reading the Terms and Conditions, or for the provision of next of kin details, etc? Within a Form, there isn't the option of a required field on other Form Elements other tha...
Graham Bell