Design Advanced Donation Form
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, to view donation options, select 1. Donation options under Build your part. |
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a.
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In the Minimum gift amount field, enter the minimum donation a donor can contribute. Enter “0” or leave the field blank to allow donors to contribute any gift amount. |
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b.
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Under Payment setup, select the payment options for website users. |
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To allow website users to pay for multiple transactions at one time, select Use payment part. In the Payment page field, select the web page to use to process donations. The Payment 2.0 part on the selected page determines the payment methods and merchant account used to process donations. For information about the Payment 2.0 part, see Payment 2.0. |
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To require website users to pay for donations one at a time, select Proceed directly to payment. Under Payment methods, select the payment methods to offer to website users. You can allow users to pay by credit card or make a pledge to pay later. |
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When you select Proceed directly to payment and the user clicks Donate on the part's web page, the program uses the secure payment page to process the biographical billing information and payment information. For more information about this page, refer to Secure Payment Page. For more information about customizing this design, refer to the Developer Guide. |
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2.
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To view email options, select 2. Acknowledgement under Build your part. |
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a.
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Under Acknowledgement, enter information for the email such as the subject and from email address. |
To receive responses from recipients at a different email address than the one you use to send the message, click More Options and enter the address in the Reply Address field.
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b.
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Under Notifications are to be sent to the following addresses, select Failures to receive failure messages when email messages are not delivered. In the field beside the checkbox, enter an email address to receive failure messages. |
Failures are email addresses that do not receive the acknowledgement email. Failures can also be called non-delivery receipts, bouncebacks, UnDeliverables, or Delivery Status Notifications (DSN). For information about how the program handles failures, see Bounced Email Management.
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c.
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The bottom pane displays the acknowledgement email content. To format the message’s appearance and layout, use the HTML editor. For information about the HTML editor, see HTML Editor. |
Note: When you select Use payment part on the 1. Donation options step to integrate this part with a Payment 2.0 part, the email fields on this step do not appear but you can use the HTML editor to design content. The program uses the Payment 2.0 part's acknowledgement information for the email. On the Payment 2.0 part, use the Combined Acknowledgements merge field to consolidate this acknowledgement content with the Payment 2.0 part's content. If you do not include the merge field on the Payment 2.0 part, website users do not receive the content from this part.
Blackbaud recommends that you use inline styles, such as <div style=”background-color:Blue;”>Welcome color</div>, when you create and design the email content. Do not define classes or use external references because email vendors, such as Gmail or Outlook, are not guaranteed to render the styles correctly when the recipient reads the email.
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d.
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To personalize the message with information about the constituent, add merge fields. To display the list of available merge fields, click Merge fields on the Insert tab in the toolbar. Next, double-click or drag and drop the field in the content area. |
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e.
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In the body of the email, put fields where you want them to appear. For example, enter “Hello First Name.” In the email, the recipient reads “Hello [the recipient’s first name].” To move a field, click and drag it to the new location. |
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3.
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To design the donation summary that appears after a user submits a donation, select 3. Confirmation Screen under Build your part. |
Tip: When you select Use payment part on the 1. Donation options step, this step disables and the program uses the Payment 2.0 part's confirmation screen design to display the donation summary after a user submits a donation.
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a.
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To use the program’s default confirmation screen, select Use default confirmation screen. |
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b.
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To customize a confirmation screen, select Use custom confirmation screen. The HTML editor appears. The program’s default confirmation screen appears in the HTML editor for you to customize according to your needs. |
In the box, edit the content to appear for the donation summary. To format the content’s appearance and layout, use the HTML editor toolbar. To include personalized information, use merge fields. For more information, see HTML Editor.
Tip: Customizations for the confirmation screen remain even if you select Use default confirmation screen. To remove your customizations for the screen, select Use custom confirmation screen and click Load Confirmation Template. The program’s default confirmation screen appears in the HTML editor for you to customize again.
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4.
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To customize the part for your donation page, select 4. Design under Build your part. In the box that appears, sample code defaults for you to use as a starting point and reference. Enter your own code, such as JavaScript, to customize features for your donation page. For information about the API, including REST API information, refer to the Developer Guide. |
There are several important items to remember about the Advanced Donation Form part as you design your donation page.
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You can enter your own HTML and JavaScript to create features for the part. For example, you can create a customization that supports donations to various schools and designations or shopping cart functionality. |
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The endpoints you use in this box honor security. For example, users who do not have rights to view this part also do not have rights to view its endpoints. |
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If you use third-party software, such as Drupal, to customize the part, we recommend you create a subdomain for the page to communicate with Blackbaud Internet Solutions. |
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Whether you host your site or Blackbaud hosts your site, the secure payment page on the hosted Blackbaud server processes all credit card payments for the Advanced Donation Form part. For more information about Blackbaud secure payment, see Secure Payment Page. |
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5.
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Click Save. You return to Parts. |