Donation Forms

Embedding a Donation form
With fundraisingManager you can easily share a donation form for your constituents so You can use donationManager fundraising form on your website by embedd...
Wed, 23 Feb, 2022 at 4:21 PM
Configuration of a Donation Form
Overall view Details Configuration Additional Donation Options Enable Tributes Enables Donors to select and enter details for an ‘In Honor of’ or ...
Thu, 27 Jan, 2022 at 3:06 PM
Setting up a French or alternate language Donation form
fundraisingManager enables you to create a french version of a donation form using Form Elements and Email Templates records. A form element is an overr...
Fri, 21 Jan, 2022 at 6:52 PM
Donations for Existing Contacts or Organizations
When entering donations within Salesforce, fundraisingManager helps keep your data up to date and free of duplicates. From a contact record in Salesforce th...
Fri, 21 Jan, 2022 at 5:20 PM
Adding Campaigns to a Donation form
In fundraisingManager you can allow donors to pick from a list of campaigns. From the Form Configuration record go to the Campaigns tab. Click New   C...
Thu, 27 Jan, 2022 at 3:01 PM
Customizing fundraisingManager Donation Form labels
fundraisingManager allows users to create an unlimited number of donation forms.  Each unique form is represented by a Form Configuration Record, allowing v...
Thu, 27 Jan, 2022 at 4:24 PM
Donation Form Amounts (Ask Ladder)
In fundraisingManager you can set the amounts or the ask ladder for donors to pick from, this can include a default value. Training video: ...
Fri, 28 Jan, 2022 at 1:38 PM
Donation Form Theming
fundraisingManager lets you easily update theme properties of your donation form.  From the Form Configuration record you can define the theme properties. S...
Thu, 27 Jan, 2022 at 2:59 PM
One-Time Only or Recurring Only Donation Forms
Sometimes, creating a donation form that only allows for the collection of one-time or recurring donations is useful for specific campaigns, such as convert...
Fri, 28 Jan, 2022 at 12:46 PM
Deposit Date as Close Date
FundraisingManager has an option so you can set the Deposit Date of an offline donation like a cheque to be the Close date for a donation. This option is on...
Tue, 8 Feb, 2022 at 3:40 PM