With fundraisingManager you can easily share a donation form for your constituents to You can use donationManager fundraising form on your website by embedding it. Our team will provide you with an embed code which is called an iframe. All the donations made using this form will be saved in your Salesforce org.


Prerequisites:

On a Campaign Record in Salesforce: 

  • Active checkbox is set to True
  • Status picklist is In Progress.
  • donationManager Online Campaign Option checkbox is set  to True.


















How to Embed:


The embedded form will have all the same features and fields you can modify it also.

There are 3 options to embed the donationManager form :


  1. Allow donors to embed the main form for your default online campaign 
  2. Allow the donor to choose a campaign from a selection list
  3. Embed a form specific to a campaign.


1. Allow donors to embed the main form for your default online campaign 


How to use:

You can use an iframe that will create all processed donations against a default online campaign.

Here is the sample of the HTML for this: 

<iframe src="https:/yourcompany.secure.force.com/Fundraising?mode=dm" width="100%" height="800px" frameborder="0" scrolling="false" align="center"></iframe>




2. To Allow a donor to choose a campaign from a list set as many campaigns as you with with the "donationManager Online Campaign Option" = TRUE.


3. To Embed a form specific to a campaign,from the Campaign record click the Form Snippet button and use the iframe code provided on your website.
























You can adjust the height and width of the form based on your website designing. To adjust modify parameters in the iframe.



Where can I embed a donationManager form?


You can embed this code on any internet page you wish to collect Donation forms. For example that could be a "Donate" Page on your website. To embed in that page go to donate webpage file and paste the code/iframe in HTML. If you're using a WordPress or other CMS you may need a plugin to add HTML.