Goal Meter Designer

Goal meters are Add website components that display the progress of a fundraising goal and update dynamically as you receive gifts. You can customize the goal meter's style to match your website. After you embed it on your website, any future changes you make to the styling or goal amount update automatically.

Tip: To add a goal meter to a donation form, you can add one to a branding card for an Optimized Donation Form. For more information, see Get Started with Branding Cards.

The goal meter's total amount includes:

  • donor cover fees. For more information, see Fee Coverage.

  • only the first gift of a recurring gift (when a donation form is the source of gifts)

Warning: Changes made to the donation after the initial transaction, such as a refund, are not reflected in the goal meter's total amount.

Design a goal meter

  1. From Online Giving, Website components, select New Component, Goal meter.

  2. Enter an internal name for the goal meter.

  3. Set a goal amount.

  4. You can set additional goals that will display automatically after the previous goal is met. This means that as your fundraising goal grows, you can use the same goal meter without re-embedding it on your website.

  5. Select a source of gifts:

    • Donation form. Gift amounts are added to the goal meter as soon as the form processes the gift.

    • Gift list. All gifts must be approved in a batch to be included in the goal meter, and it may take up to 30 minutes to update. To ensure that your goal meter can load and update, don't select a gift list that was set to private.

  6. In Offline gift amount and Number of offline gifts, you can enter the total amount and number of gifts you've received outside of the donation form or paid by cash or check. These amounts are reflected in the goal meter's total without adding the gifts to the system.

  7. Select a gift date range for the goal meter.

  8. Style the font and background of the goal meter. Your style selections automatically update under Display.

  9. Select a Display style for your goal meter.

  10. Select Save and Next.

Embed a goal meter

  1. From Online Giving, Website components, select a goal meter from the list and select Edit.

  2. Under the Embed tab, review the goal meter styling under Preview.

  3. Select Copy to copy your goal meter's code.

  4. Paste the goal meter code on your website. You only need to embed the goal meter once. Any future changes appear automatically after you select Save.

    Note: The goal meter's initial upload may take a several minutes to load the data from the gift list. It will display $0 on your website until it finishes loading.