Overall view


Details Configuration

  1. Additional Donation Options
    1. Enable Tributes
      • Enables Donors to select and enter details for an ‘In Honor of’ or ‘Memorial donation’
    2. Anonymous Donations
      • Allows donors to be tagged as Anonymous on their Contact record in Salesforce
    3. Language preference
      • Enables language selector on form
    4. Newsletter option
      • Tags Donor as wanting to be included in organization newsletter
      • Is not connected/configured with Mailchimp or Pardot
    5. Group Donation
      • Allows Donor to identify that donation is part of group donation
      • Donation/Opportunity created marked as ineligible for a receipt
    6. Donor Address Required
      • Enforces a donor address to be required on the donation form. This option is targeted at an IRS organization where a Donor Address is not mandatory for tax purposes.
    7. Organization Contact Required
      • Allows Organizational gifts to be entered without a Primary Contact being identified
    8. Close Date from Deposit Date
      • Uses the deposit date as the Close date of the donation

Payment Processing

Payment processor

  1. Selects which payment processor connection will be used by the form
  2. Currently set to choose Test or Live Stripe accounts
    • Ensure corresponding payment processor is configured and set Active
      1. Locale
  • Language location of payment processor
      1. Payment processor currency
  • Currently supports only CAD or USD
  • Form can accept donations from other locales but amounts will be converted by respective card currency. 
      1. Processing Fee Payment Option
  • Allows donors to absorb the fees applied by Stripe

  

 

 

 

 

Related

Donation Form Theming and Colors

Adding Campaigns to a Donation Form