The Donation Form - Mini (Beta) part is our beta release of a new Blackbaud Internet Solutions donation form that provides a new simplified checkout experience for campaign-based donations. The form has a modern, responsive HTML design that automatically adjusts to the device size, such as a smart phone or tablet, on which the page is being viewed.
This new form allows donors to make a quick, basic donation by selecting a predefined giving level or, if configured, to enter their own gift amount. Because the form uses PCI-compliant Blackbaud Checkout, customers can be assured that credit card and merchant account information is processed and stored on a Blackbaud-hosted secure server.
Digital wallet options are available on the Donation Form - Mini (Beta) part for BBMS customers only.
| • | Visa Checkout and Masterpass are automatically available to donors as secure checkout options. Both support the same currencies as BBMS: USD, CAD, GBP, and EUR. |
| • | Apple Pay is currently only available as a limited capacity Early Adopter Program (EAP) for BBMS customers in the U.S. |
Note: eReceipts are not supported with the Donation Form - Mini (Beta) part.
Note: The Donation Form - Mini (Beta) part is considered a proof of concept and will transform into a full donation form in an upcoming Blackbaud Internet Solutions release.
Use the Design tab for the Donation Form - Mini (Beta) part to configure the form and customize it for your organization.
In the Donation form message section, you can use the HTML editor to create a custom message to display on the form or you can use the default message.
In the Designation section, select the designation that you want associated with donations made using this form. In the Appeal section, click Add appeal to search for and select the appeal that you want associated with the donations made using this form.
Note: The designation and appeal can be overridden by the URL used to access the donation form. You format this URL as https://www.yourdomain.org/donate-now?aid=Appeal system record ID&did=Designation system record ID.
You can find the appeal and designation system record IDs to include in the URL by creating an ad-hoc query in Blackbaud CRM. In Analysis > Information Library, click Add an ad-hoc query on the Queries tab. In the Select a Source View window, select Appeal in Record type and in Source view, then click OK. In Select filter and output fields, select Appeal record and any other query criteria, and add to Results fields to display. Click the Preview results tab. For the desired appeal, copy the corresponding system record ID. This is what you'll use in the URL for the Appeal system record ID. To locate the Designation system record ID, create another ad-hoc query and follow the steps above, substituting Designation for Appeal.
Under Giving levels, you can set up suggested giving levels to display on the donation form. By default, three best practices giving levels of $25, $100, and $500 are specified. You can change these amounts, and add or remove giving levels as desired. There must be a minimum of one giving level on the form. Optionally, you can include a name to display on the form for any of the giving levels, and specify a giving level as the Default so it's preselected on the donation form.
You can also allow users to specify another gift amount by selecting the Allow other amount option, then entering a Minimum gift amount that donors can contribute.
In Payment Setup, select the merchant account to use to process donation transactions.
Note: All merchant accounts support the Donation Form Mini - (Beta) part except for iATS and IP Payments. iATS and IP Payments display as disabled in the Merchant account list.
The default confirmation message that displays to donors after their payment is made shows under Confirmation Screen. You can customize this content according to your organization's needs. Note that Amount, Designation, and Appeal are the only merge fields that can be displayed on the confirmation screen.
Optionally, under Additional payment fields, you can select to display a reCAPTCHA checkbox on your Blackbaud Secure Payments form below the credit card payment fields. Users who are not logged in to your site must select the reCAPTCHA checkbox and perform the reCAPTCHA challenge before they can submit the form.
On your website, the Donation Form - Mini (Beta) part displays as shown in the example below.
Note: Due to the donation form's responsive design, it automatically adjusts to the device size on which it is viewed and may look different than this example.
Donors can select their donation amount or enter a different amount in Other, then click Donate Now. They can then enter their billing address information in the checkout window.
Note: Donors using a digital wallet, such as Apple Pay, do not need to enter billing information.
Warning: Your code tables in Blackbaud CRM for countries and their subdivisions, such as states and provinces, must follow the International Organization for Standardization’s ISO 3166 standards. The secure payment page uses ISO 3166-1 for countries and ISO 3166-2 for subdivisions such as states. If your code tables do not match these standards, Blackbaud Checkout changes selections to the closest abbreviation when it processes transactions, and this can lead to incorrect address information. For example, if your countries table includes “United Kingdom,” the secure payment page changes this to the United States abbreviation “US” because it is the closest abbreviation to “Un.” In ISO 3166-1, the abbreviation for the United Kingdom is “GB,” and your code table must match this. For information about how to edit your code tables in Blackbaud CRM for countries and their subdivisions, see the Administration Guide.
After donors click Continue to payment, they can enter their payment information.
The name entered in the Name on card field is used to match to an existing constituent record or to create a new constituent record.
Note: The fields on the secure billing and payment screens display as shown and cannot be customized.
When donors click Complete payment, the confirmation screen displays.
