Design Giving Search
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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1.
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From the Design tab, under Records to Include, specify the funds to include in the giving search. |
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The Limit to query field displays the query of funds to include in the giving search. To include all funds in your database, leave the default “All Funds.” |
For a query to appear as a selection, you must first create it offline. When you create a query, you may need to refresh the website for it to appear as a selection. To refresh, select View, Refresh from the menu bar.
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b.
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To select another query of funds to use as the giving search, click Change. The Query Search screen appears. |
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Under Search Form, in the Split search fields into field, select how many columns of search fields to include in the criteria table. You can display up to five columns. |
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Under Results, set up how search results appear in the giving search. |
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a.
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In the Show navigation controls field, select whether the navigation buttons appear above the results, below the results, or both. |
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b.
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In the Results per page field, select the maximum number of funds per page in the search results. You can display up to 50 results per page. |
The giving search can return up to 200 funds that match the criteria entered by a site user.
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c.
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The search results link to a donation page on your website. In the Linked donation page field, select the donation page. |
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Under Fields to Include, select the fields to use in the giving search. To move a field from the Available Fields box to the Search Form Fields box, select the field and click the right arrow. |
To move a field in the Search Form Fields box, select the field and click the Up or Down button. The search fields on the web page appear in the same order as the fields in the box.
Note: The fields in the Search Form Fields box and the Listing Fields box do not have to match.
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5.
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Select the fields to appear in the search results. To move a field from the Available Fields box to the Listing Fields box, select the field and click the right arrow. |
To move a field in the Listing Fields box, select the field and click the Up or Down button. It is important to remember the following about the fields listed in the box.
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The donation automatically applies to the fund selected in the search results. |
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Result fields on the web page appear in the same order as the fields in the box. |
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The first field becomes a link to the donation page. |
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The first field is disabled in the Designation field on the donation page. The user cannot change it. |
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If included, the donation confirmation screen includes the value from the first field when the Designation merge field appears on the screen. |
Tip: You can use the link in the search results to include a URL to your donation page in an email. To obtain the URL for the donation page, right click on the link. From the menu that appears, select Copy Shortcut. Go to your email to paste the URL into your email message. When a recipient clicks the URL, the donation page appears. The field selected first in the Listing Fields box, which is the link in the search results, is disabled in the Designation field on the donation page and the website user cannot change the information in the field. To link to a donation page this way, it is best to include fields such as Fund ID or Description first in the Listing Fields box. These are logical fields to appear in the Designation field.
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Click Save. You return to Parts. |