Donation Forms Overview

To create donation forms and track their performance, from Online Giving, select Overview.

Review key features and prerequisites.

Create a Donation Form

There are two ways to create a donation form manually:

  • From Online Giving, Overview, select New donation form.

  • From Online Giving, Donation forms, select New form.

You can create Standard and Optimized Donation Forms from Online Giving, Overview or Online Giving, Donation forms.

Track Performance Across Donation Forms

To review how your donation forms are performing from Online Giving, select Overview:

  • Performance summary displays giving trends over a period of time.

  • How are you raising more displays the revenue you generate from key donation forms features.

  • Conversion rate displays how effectively your donation forms turn website visitors into donors.

  • Top performing forms displays the three donation forms with the highest amount raised.

Tip: To view a summary of metrics for a specific donation form, select the form from Online Giving, Donation forms.