Add Custom Fields to Standard Donation Forms

To collect information about your donors, such as the number of family members in their households, add gift custom fields to your Standard Donation Forms.

Before you can add a field to a form, it must exist as a gift field in Settings, Custom fields. Fields set to only allow one per record will overwrite existing data. For more information, see Custom Fields.

The types of fields available for Standard Forms are:

• Text

• Number

• Date

• Yes/No

  Tip: The Yes/No field is a checkbox. When a donor leaves it unchecked on a form, a "No" response is recorded.

• Table

Note: You can add a field only once to a form, but you can add it to multiple forms, change its label, and choose whether a response is required.

To add a gift custom field to your form:

1. From Online Giving, Donation forms, create or edit a Standard Donation Form.

2. From Form, select and move Custom fields from Fields in the Form designer to a location on the form.

3. Search for the field by name and select it.

4. To change the field label, update the Custom field label.

5. To require a response from donors, select Response required.

6. Select Done.

7. Continue configuring the form or save it.