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 the settings are 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 "New" and choose the left column to look for "Donation page". One click and Impact Stack 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:
Language (if enabled)
Should you have multiple languages activated, then you can choose here 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 ask support.
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. Also, should the microsite module be activated, then, you can change the applied theme for this donation by choosing the corresponding campaign. If you just want one donation page to run, or if you would like to stick with your default theme, then you won't need this.
This is the title as displayed to the users and as used for the user-friendly 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, you can put more pictures in your further content, but this one is the face of your donation page.
Write a few short sentences to give your readers a quick impression of what this donation page is all about.
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, Impact Stack will help you out and just take the first few lines in your introduction field. Please note: with the default settings of new actions, the content of the summary will be used as description of your action for Facebook shares, should they be activated.
This one is important and fun! The counter will display your success. It counts together the amount of 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.
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.
Here you can set a manual URL and configure how your donation page integrates with the rest of your site. These are advanced settings, but you probably would need them, in case you want to add a tag to all supporters having submitted this action, and select this action as a template, for example.
Open Graph meta tags
As indicated in the field title, these settings are used to control how Facebook, but also Pinterest, LinkedIn and other social networks interpret the site's content. Per default, the tokens
[node:summary] will transmit to these networks the node's title and its summary. The summary will be use in the short description accompanying the action URL. More interesting here is the possibility to customise the image that will be shown with the URL on those networks.
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".
You can either choose an existing form template with Apply Template or drag and drop your form together yourself. For more information on what templates are and how to use them, check this article! For donations the first column on the right side is important. You can set those fields just once:
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.
Let your supporter choose if and how often a recurring donation should be processed. Refer to the "how to customize" section below for more options.
For this you have to set up your desired payment method. Per default only direct debit is available in Impact Stack. With the direct debit, the donor payment data will have to be manually downloaded for processing of the payment transaction. However, Impact Stack also supports Paypal, Payone, Braintree, SagePay and Stripe payment integrations. They are available in this field, if they are active and configured (contact support if they aren't for more details on how).
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, drag and drop the fields that you need! What you always want is at least the name and the email of your supporters, so you can easily get back to them. But you also might want their address to sent them thank-you presents, or their phone to be able to contact them via a different channel, etc. Keep it simple, short forms are easier filled then long ones!
How to customize your donation amount and donation interval fields
If you create a new donation using your default template, your donation already comes with the right settings. If you'd like to change them, or build a donation from scratch, these are your options:
In the Properties Tab of your fields, you can allow users to enter their own donation amount or interval which are not listed by you. To do that, toggle on the "
On the Display Tab you can select to show or hide the label which corresponds to the title of your field, add css classes or set the field to "private".
On the Option Tab you can change the values of the field. You can add a value by clicking on the "Add" link. A default value can be selected, which will show on the form as a preselected button for the supporter.
On the validation tab, you can set your field to "required".
These are the things you need to take extra care of when customizing your donation:
- Using the right keys in the Option tab of donation amount: As you can see on the screenshot above, you also have the option of a "Manual entry". Be careful when using it, as you can edit the keys in this interface. The keys consist of the donation amount number, so any currency symbols you've added to the Value field are stripped. You have to be extremely careful to match your keys with the Value you show supporters, otherwise they will believe to donate a certain amount, when actually it's another one. Again: if you decide to enter your donation amount manually, take great care to match the key with the value you are showing supporters.
- Using the right keys in the Option tab of donation interval: You customize what donation intervals you'd like supporters to choose from. Common are the options "once", "monthly" and "yearly". If you go for the manual entry in the "Option tab", make sure to use the right keys so the payment provider will correctly process the donation.
The keys are:
1 -> for one off donations
m -> for monthly donations
y -> for yearly donations
Get your preferred form together and hop on to the next step:
To get your supporters engaged and excited about your donation page, email is an important tool. You should have got the supporters email-addresses through your form, now what to do with it? Here some possibilities:
- 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 team know that you received a new 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, and where we can lead them to the next step of their journey:
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 within Impact Stack.
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 that their relatives, their friends or their followers might as well.
If you check the Share block, you have several customisation 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, the URL of your donation page will be shared.
There are also advanced share options here, where you can enable/disable certain channels (Facebook, Twitter, Email) and change the prefilled text of the Tweets.
When you're done setting up a nice Thank you page for your supporters click "Next" and look over your work:
Here, you can check if you set everything and if you are ready to go! Either publish your donation and send its link to your supporters or save it as draft if you want to sleep over it. In both cases, we would recommend you to test your action with many browsers and as an anonymous user to be sure that everything is set correctly.