Add Consent to an Optimized Donation Form

Add consent preferences to Optimized Donation Forms so donors can select the communications they want to receive from your organization. Configure consent options, default selection behavior, and disclosure text to support your consent strategy and compliance requirements.

How Consent Is Recorded for an Optimized Donation Form

Consent is recorded based on:

  • The donor’s actions during the consent step.

  • The Select all opt-ins by default setting.

    • If you select all opt-ins by default, the opt-ins are preselected on the form. Donors who don't take an action will opt in to those channels and categories.

    • If you don't select all opt-ins by default, then no change is recorded when donors don't take an action.

Set Up Consent Preferences

  1. From Online Giving, select Donation forms.

  2. Create a form or open an existing form.

  3. From Optional fields, select Collect opt-ins under Consent preferences.

  4. Under Channels and categories, select Add opt-in, and then select a channel or category to include. Repeat to add up to six options.

    • If the form includes one consent option and you want it to appear on its own card, include a consent statement. Without a consent statement, the option appears with contact information.

    • If the form includes multiple consent options, they appear together in a list.

  5. Update the Checkbox label text for each option.

  6. Select or clear Select all opt-ins by default to control how consent options appear to donors.

    Tip: Clear this to support explicit consent practices.

  7. Select Display consent statement, and update the statement if needed.

  8. Select Display privacy and disclosure footer, and update the text.

    Tip: To include a working privacy policy link, add the URL in form settings and include the phrase “privacy policy” in the footer text.

  9. Continue configuring the form or save your changes.