You are here: Parts > Donation Form > Design Donation Form: Sources (Appeals), Donor Challenge, and Required Fields
Design Donation Form: Sources (Appeals), Donor Challenge, and Required Fields
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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Under Sources, to select an appeal for the gift, click Add source. With this information, your organization can manage how donors learn about donating through the website. |
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To include an appeal, click the binoculars in the Appeal column. The Appeal Search screen appears so you can select an appeal. |
When you select source information, a How did you hear about our site field appears on the donation page. In this field, users can select from the appeals you select in this step.
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In the Display name field, enter the name of the appeal as it will appear on the website. By default, the text entered in the Appeal Name field on the appeal record defaults in the Display name field. |
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In the Default column, select the checkbox for the appeal to use when the user does not select an appeal. |
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To hide an appeal from the How did you hear about our site field, clear the checkbox for the appeal in the Display column. |
When you do this, you can add source information to the end of a system generated URL in an email that navigates the recipient to your donation page. For example, create a link to your donation page in an email message. At the end of the system generated URL, add &source=camp. When the recipient clicks the link, the How did you hear about our site field does not appear on the page. The appeal stores the source information automatically based on the system generated URL.
Warning: To track source information this way, you must use a system generated URL. You cannot use unique URLs or friendly URLs created by a user.
The source information must include the appeal ID from Blackbaud CRM. For example, if the appeal ID in Blackbaud CRM is Annual2008, add &source=Annual2008 to the end of the system generated URL. If the appeal ID includes a space, replace the space with a %20. For example, if the appeal ID is CAMP LETTER add &source=CAMP%20LETTER.
If the Display checkbox is selected for the appeal and a user navigates to the donation page via a URL without source information, the How did you hear about our site field appears on the page.
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To require users to select a source, select Source is a required field. If you select this checkbox, you must select the Display checkbox for at least one appeal. |
To add additional appeals, click Add source. Another row appears in the grid for you to select another appeal.
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To include a list of appeals sent to the donor, select Include appeal history for donors. |
When you do this, options appear for you to select whether to include the entire list of appeals sent to the donor or limit the list by selecting a query. To include the entire appeal history, select All. To limit the appeal history, select Specific. Then, select a query of appeals to filter the list.
Tip: When you select Include appeal history for donors, the How Did You Hear About Our Site field on the donation page also includes any other appeals the donor received. For example, you select to include the Annual Appeal and the Scholarship Campaign Appeal under Sources. A donor received the Building Fund Appeal. When the donor logs in to your site, all three appeals appear in the How Did You Hear About Our Site field on the donation page.
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Under Donor challenge, to encourage donors to make a donation in support of a major donor or corporate sponsor challenge, select Include donor challenge. |
Note: A donor challenge is a fundraising tool to help increase support for a cause. A major donor or corporate sponsor pledges a large sum to challenge the organization to raise a specific amount from other donors. For more information about donor challenges, see the Blackbaud Internet Solutions Fundraising Guide.
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In the Enter an introduction for eligible donor challenge messages field, enter text to inform users about the purpose of an eligible challenge match. For example, you can enter “Your gift may be eligible for the following donor challenges.” |
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In the HTML Editor box, enter the text to inform users an eligible challenge match exists. You can format the content’s appearance and layout. For more information about the HTML editor, see HTML Editor. |
When you include donor challenges on your website, the introduction appears once on the web page. The HTML editor content appears each time an eligible donor challenge exists. Multiple eligible donor challenges can exist in one of two ways.
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Multiple donor challenges exist when the designation has more than one donor challenge associated with it in Blackbaud CRM. |
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For example, in Blackbaud CRM, the President’s Challenge and the Dean’s Challenge are associated with the Annual Fund. When a user selects Annual Fund on the web page, the HTML editor content appears twice. Merge fields populate for each instance to clarify the eligible donor matches to the user. |
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Multiple donor challenges also exist when the Donation Form part allows for multiple designations and two or more of the designations have a donor challenge associated with them. |
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For example, in Blackbaud CRM, the President’s Challenge is associated with the Annual Fund and the Dean’s Challenge is associated with the Building Fund. When a user selects to make a donation to the Annual Fund and Building Fund, the HTML editor content appears twice. Merge fields populate for each instance to clarify the eligible donor matches to the user. |
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Under Required fields, select the checkbox for each donor field to make required on the donation form. To ensure you download complete constituent information, we recommend that you make all of these fields required. |