Create a Donation Form

Create your donation campaign first. Each Online Giving donation form must belong to a donation campaign.

The following is a quick guide to donation form creation. An in depth tutorial is also available.

Select Fundraising and Donation Management.
Find your campaign in the Campaigns list and select Manage.
Select Create a Donation Form.
Enter a form name and select Next.
Choose a form template. You can preview templates and customize data elements later.
Enter an internal form name for use in searches, reports, and queries. This is never displayed to your constituents.
(Optional) Enter a public name visible to your constituents.
(Optional) Enter a description for staff use.
Select a security category to control who can edit and manage the form.
[Optional] To add all donors using this form to a constituent group, choose Select.
[Optional] Allow donors to direct funds to specific causes (e.g., departments, wards, initiatives). Select a designee if applicable. See Designated giving for details.
Select if the form will be available for donations online, offline, or both.
Select a responsive layout to allow the form to adjust the display to the user's screen size.
[Optional] If you want to track how new constituents are interacting with your form, enter a source, and possibly subsource, code.
Select Yes, enforce verification on all API donation requests to this form to require field level validation during API donation form processing such as with the donate or addOfflineDonation methods.

Warning: Do not select this setting if you plan to use API integrations, such as TeamRaiser Facebook integration, that may need to bypass this validation.
[Optional] Donation Levels allow you to create specific and personalized donation requests and to assign different conditions and rewards to those amounts.

Note: Donation levels must be published before they can be added to a form.
Select Edit Donation Form. A detailed example of this process is available in the tutorial.
Validate the form. If validation fails, the system will display issues and how to fix them.
[Optional] Your donors will be automatically contacted by email when certain events happen. Some examples are thank you messages after donations are submitted, notifications of upcoming, recurring payments. You may used the default messages or Edit the autoresponder emails.
[Optional] Test the form with a variety of constituent profiles, devices, browsers, light modes, and digital accessibility tools. Select Test to send an email with a link to the form to reviewers. Separate recipient email addresses with commas. See Blackbaud Integrated Payments Account Configurations and test credit card and account numbers.
Select when to publish and [Optional] unpublish the form.
[Optional] Enter a website URL to redirect visitors who try to open the form after it has been unpublished.
Note the donation form URL. Select the URL to view the page or copy the URL to share with others.
[Optional] Use the provided code to add a donate button to digital resources. When selected, this button will open the donation form.
1. Copy the first snippet and past it between the <head></head> HTML tags in your email or website code.
2. Copy the second snippet and past it between the <body></body> HTML tags in your email or website code where you want the button to appear.
Select Finish.