Tip: For best practice information about donation forms, refer to Best Practices for Donation Forms.
For a new Donation Form part, you select the constituency, fund, and giving levels for web donations. When you select a Donation Form part for your web page, a canned donation form appears using the constituent code, fund, and giving level information you select.
The Donation Form part also contains an Acknowledgement screen. On this screen, you can create a standard email to send to donors who donate via your website.
Tip: As an alternative to the standard Donation Form, you can create the Advanced Donation Form part to design a custom donation page for your organization. This part provides a way for you to enter your own HTML and JavaScript to create features this part does not include. For example, you can create a customization that supports donations to various schools and designations or shopping cart functionality. For more information, see Advanced Donation Form.
When you download gifts from your website, you can create gift records for the donations in Blackbaud CRM. The gift records can include data such as amount, credit card number, billing address, an option to give anonymously, and comments.
Note: To design, style, and test a part on your website without creating transactions, generating emails, or communicating in any way with Blackbaud Services or Blackbaud CRM, select Test Mode on the Properties tab. For example, you can complete the fields on a donation form to ensure the confirmation page is styled and working properly. Although you submit the donation and receive a confirmation, a transaction does not appear on the Web Transactions page in Blackbaud CRM. Use Test mode to verify the user’s experience, not to test data processing. Test mode does not validate credit card numbers and merchant accounts. Only users with supervisor rights can view parts in Test mode.
Design Donation Form: General and Donor Gift Schedule Options
Design Donation Form: Donor Options
Design Donation Form: Designations and Giving Levels
Design Donation Form: Sources (Appeals), Donor Challenge, and Required Fields
Design Donation Form: Additional, Spouse, and Attribute Information