Customize Gift Service Center pages

Warning: If you have a custom Gift Service Center, update your integration to use the supported updateRecurringCheckoutPaymentInfo API method. This replaces the deprecated updateRecurringCreditCardInfo method.

You can customize your Gift Service Center pages by modifying labels, instructions, and headings.

  1. Go to Fundraising, Service Center.

  2. Customize the Gift Information page:

    1. Edit Welcome Message:

      • Use the HTML Caption editor to customize the welcome message.

      • You can add text, images, links, and personalized content.

      • Format using colors, fonts, and sizes.

    2. Hide Profile Links (Optional): Check the box to hide Personal Profile and Special Interests links from the top of the center's pages.

    3. Modify Labels and Headers: Update the following as needed:

      • Gift Payment Dates Section Header displays over the section listing the dates of the first, most recent, and next payment

      • First Payment Label displays in front of the date when the first gift payment was collected (which is the date of the donation in most cases)

      • Most Recent Payment Label displays in front of the date of the most recent gift payment

      • Next Payment Label displays in front of the date of the next scheduled gift payment

      • Skip Next Payment Link Text displays the words for the link donors can select to access the Skip Your Next Payment page

      • Discontinue Future Gift Payments Link Text displays the words for the link donors can select to access the Discontinue Future Gift Payments page

      • Gift Payment Amount Section Header displays over the section listing the amount of each payment

      • Gift Payment Interval Section Header displays over the section listing the time interval (for example, monthly, quarterly, annually) of each payment

      • Gift Payment Method Section Header displays over the section listing how the donor pays their payments (for example, credit card or bank account withdrawal)

      • Change Credit Card Link Label displays the words for the link donors can select to access the Change Credit Card Information page

      • Change Bank Account Link Label displays the words for the link donors can select to access the Change Bank Account Information page

      • Bank Account Number Label displays in front of the bank account number from which withdrawals will be made.

      • Bank Routing Number Label displays in front of the routing number of the bank used for bank account withdrawals

      • Credit Card Number Label displays in front of the credit card number to be charged for the payment.

      • Credit Card Expiration Date Label displays in front of the date on which the credit card will expire.

      • Campaign Name Label displays in front of the name of the donations campaign to which the gift was made

      • Form Name Label displays in front of the name of the donations form on which the gift was mad

      • Donation Level Label displays in front of the name of the level at which the gift was made

      • Date Cancelled Label displays in front of the date of a discontinued payment

    4. Select Next to save your changes.

  3. Customize the Modify Gift Amount page:

    1. Edit Page Greeting: Use the HTML Caption editor to customize the greeting and instructions.

    2. Update Button Labels:

      • Discontinue All Future Payments Button Label displays on the button donors can select to confirm this request

      • Continue Payments Button Label displays on the button donors can select to cancel the request

    3. Select Next to save your changes.

  4. Customize the Modify Gift Date page:

    1. Edit Page Greeting: Use the HTML Caption editor.

    2. Update Button Labels:

      • Cancel Button Label displays on the button donors can select to close the page without confirming the request to modify the gift date

      • Modify Gift Date Button Label displays on the button donors can select to confirm the request to modify the gift date

    3. Select Next to save your changes.

  5. Customize the Skip Next payment page:

    1. Edit Page Greeting: Use the HTML Caption editor.

    2. Update Button Labels:

      • Cancel Button Label displays on the button donors can select to close this page without confirming the request to modify the gift date

      • Skip Next Payment Button Label displays on the button donors can select to confirm this request

    3. Select Next to save your changes.

  6. Customize the Modify Credit Card page:

    1. Edit Page Greeting:Use the HTML Caption editor.

    2. Update Button Labels:

      • Cancel Button Label displays on the button donors can select to close this page without confirming the request to modify the gift date

      • Submit Changes Button Label displays on the button donors can select to save changes they have entered

    3. Select Next to save your changes.

  7. Customize the Modify Bank Draft page:

    1. Edit Page Greeting:Use the HTML Caption editor.

    2. Update Button Labels:

      • Cancel Button Label displays on the button donors can select to close this page without confirming the request to modify the gift date

      • Submit Changes Button Label displays on the button donors can select to save changes they have entered

    3. Select Next to save your changes.

  8. To preview the Gift Service Center, select Next and select Preview at the bottom of the page.

  9. To make further modifications:

    1. From the task list on the left, select the appropriate section.

    2. Make your changes.

    3. Select Next to save.

    4. From the tasks along the left, select Preview Gift Service Center.