Set up a donation

Set up a donation page

You want to raise money for your good cause?! We will go through every field step by step. A lot of it is similar to creating a petition or an email protest, but especially at the form step there are some differences!

A donation page is an action, so if you go to your toolbar at the top, click "Add" and choose the left column to look for "Donation page". One click and Campaignion will load your form. The form has several sections, at the top you see the steps you have to take to complete setting up your donation page and on the right a bit "Next" button, underneath you see several fields for your content. Let's go through every field:

CONTENT

Language

Campaignion is multilingual. Here you can choose any of the enabled languages for your donation page. The chosen language should reflect the language of your content of course ;-) If your wanted language is not enabled, check out further documentation on installation or get more info about advanced settings.

Related Campaign

If you've set up a whole campaign with several sites, here is the place to relate your new donation page to your campaign. It's easier for you to find and organize your sites if you group them as campaigns. If you just want one donation page to run you won't need this.

Title

This is the title as displayed to the users and as used for the URL (the link) of your donation page. Keep it short and simple. This is not the place for detailed information, but for stating your goal.

Large image or video

This field on the right side gives you the possibility to upload or pick an existing video or image that goes along with your donation page. You can also choose to display a youtube or vimeo video by simply providing the link. This image or video will show on your donation page page, you can put more pictures in your further content, but this one is the face of your donation page.

Introduction

Write a few short sentences to give your readers a quick impression of what this donation page is all about.

Body

This is a text field, it's the "body" of your donation page. This is the place for big information. You can edit a summary of your body field if you click the small link just behind the title of the field "Edit summary". Useful for a smaller abstract of you donation page. If you forget to edit this, Campaignion will help you out and just take the first few lines in your introduction field.

Counter

This one is important and fun! The counter will display your success. It counts together all your donations and with every new submission of your form the counter will advance further to its goal. It already ships with default values and is usable out of the box, but if you want it customized, here you go: More about the counter

Recent Supporter

You can display a block that shows the names of the recent supporters that donated. You can set a maximum number of displayed supporters and let them cycle. If you choose to show their countries, a little flag will appear next to their name.

Advanced Settings

Here you can set a manual URL and configure how your donation page integrates with the rest of your site. These are advanced settings, you probably won't be needing them. if you're interested anyhow, and puzzled by the options, then you might want to get more infos on it via drupal.org before editing.

Now we ran through all possibilities of the first step, lets go to the next one! Scroll back to the top and click on the red button "Next".

FORM

You can either choose an existing form template with Apply Template or drag and drop your form together yourself. For donations the first column on the right side is important. You can set those fields just once:

Donation amount

Let your supporter choose how much they want to donate. You can set a default amount, refer to the "how to customize" section below to know how.

Donation interval

Let your supporter choose if and how often a recurring donation should be processed.

Payment method

For this you have to set up your desired payment method. Per default only direct debit is available in Campaignion, it will be transfered manually for processing. However there are also Paymill and Stripe integrations. They are available in this field, if they are active and configured (contact support if they aren't). Their labels "credit card reoccurring" and "credit card one-off" are arbitrary, you can change them as you see fit.

If you edit the field (by clicking on it or use the small pencil-button) and look at the tab options you will see all available and configured payment methods to choose from.

For the rest of your form: Depending on your goal, get the information you need! What you always want is at least name and email of your supporters, so you can get back to them. You might want their address to sent them thank-you presents,.. Keep it simple, short forms are easier filled then long ones!

More about your possibilities with Form Builder

Get your preferred form together and hop on to the next step:

EMAILS

To get your supporters engaged and excited about your donation page, email is an important tool. You will get their email-addresses through your form, now what to do with it?:

  • Enable email confirmation (double opt in): Confirm the validity of the submitted email address before the donation page is counted as submitted. If you check this, your supporters will get an email after filling in your form (if they provided the right address) with a link to confirm it.
  • Enable a thank you email: Automatically send a nice mail to every single one of your great supporters that helped you with your campaign by donating.
  • Enable a notification email: Let your supporter know that you received their donation.

If you enable any of these emails they all provide the same options: More about emails

Now that we have set up our emails, we want a place where our supporters will land after they filled out the form and read all those emails, a place where we can tell them how great they are:

THANK YOU

This next step lets you set up a Thank you page. You can either provide a URL (the link) to an existing one, or set up one directly. You have the same fields as if you would create one manually via Add > Thank you page.

You are already familiar with your "large Image or video" and "body" field. They behave the same way as with the donation page. New are the following fields:

Display Share block

Very important! You want your supporter to share your donation page after they donated. If they donated, chances are their friends and followers might as well.

If you check the Share block, you have several customization options: You can change the title of the share-box (to "Share me!" or any more fitting title) and you can specify the URL (the link) that should be shared. Per default its the url of the your donation page.

There are also advanced share options, where you can enable/disable certain channels (Facebook, Twitter, Email) and change the tweeted text.

When you're done setting up a nice Thank you page for your supporters click "Next" and look over your work:

CONFIRM

check if you set everything and you are ready to go! Either publish it and bring it to the people or save it as draft if you want to sleep over it.

Happy fundraising!

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