In fundraisingManager you can set the amounts or the ask ladder for donors to pick from, this can include a default value.
Training video:
From the Form Configuration record choose any of your current forms to edit donation for amounts on.
Navigate then to the Donation Amounts tab. You can then choose to configure the pre-set values that the cloudStack team has provided you with or click the "New" tab to begin from scratch with new donation amounts.
Click the New button to create a new donation amount. A record will appear
You can then complete the following fields - not all are mandatory to create a new donation amount.
Field Name | Description |
Donation Amount | pick the campaign you want to add to the form |
Description | if you want to override the Campaign name from salesforce to something more 'donor-friendly' enter it here |
Form Configuration | click the link and select the name of the form configuration you want to add this |
Type | Select which options |
Sequence | this is the order in which the buttons appear from smallest to largest. The list must start from 0 |
Default Value | If checked when the form loads this value will be selected. If more than one are selected, we cannot predict which button will be enabled |
Once you save a Donation Amount it is immediately live. From the Form Configuration record you can use the form publishing button to see what it looks like.
Single Donation Forms
Sometimes, a donation form that only allows for the collection of single, specific amount is useful. Examples are when you are holding a fundraising event where attendance is a very specific amount. Or when an annual campaign is looking for monthly recurring donations of "X" amount.
Chose a donation form and change the “Donation Amount Mode” to “Single Amount” on the chosen form configuration record.
Then navigate to the Donation Amounts tab on the form configuration, and configure a “One-Time Donation Amount” with the Description of what you are collecting, and set it as the default value.
Finally, use the Form Publishing Button to preview and copy the embed code to embed this form into your website. As an option, you may want to consider disabling the optional features on the Form Configuration Details tab. Disabling all the Optional feature will eliminate the second page of the form, to make the form submission process for efficient for a case like this.