Donor Information Data Elements

Donor information data elements are fields used to gather specific data on the donor. They consist of typical information such as donor first name, donor last name, etc.  These fields are not a requirement for transactions to process. Only billing information fields are required for transaction processing. These include:

  • Billing First Name

  • Billing Last Name

  • Billing Street 1

  • Billing City

  • Billing State/Province

  • Billing ZIP/Postal Code

  • Email Address

Donor information fields and billing information fields behave differently. For this reason you should understand their behavior when adding donor information data elements to a donation form. We recommendation only using billing information fields on a donation form since these are required to process the donation.

Note: In the 16.1 release, the new data element Organization Name is available to add to offline donation forms within the Donor Information data elements.

Scenarios

Scenario With Donor Fields Without Donor Fields
First time donor (no constituent record) Donor fields are used to create constituent record. Billing fields are used to create constituent record
Existing donor, not logged in Donor information does not update the constituent record. Billing information does not update the constituent record.
Existing donor, logged in Donor information updates constituent record. Billing information does not update constituent record.

Add a Donor Information data element to the donation form

  1. Locate the correct donation form:

    1. From the top of an Administrator page, select Fundraising > Donation Management.

    2. On the Campaign List page, select Manage from the Actions column of the appropriate campaign.

    3. On the Donation Form List page, select Edit from the Actions column of the appropriate donation form.

    4. From the options along the left, select Design Donor Screens.

    5. In the list of Donor Screens, select Edit from the Actions of the donation form.

  2. In the Form Designer:

    1. In the right pane, select the element that appears directly above where you want to insert the data element.

    2. In the Donation Information Fields section of the left pane, select the appropriate data element and select the Add button.

  3. Scroll to the bottom of the page and select Save.

  4. To display the donation form with this new element, scroll to the bottom of the page and select Preview. Only the progress bar will display in the new page.

  5. If you are done working in the Form Designer, select Finish