Donation Forms Overview

To create donation forms and track their performance, from Online Giving, select Overview. Before creating donation forms, review the prerequisites for Online Giving forms.

Note: If you don't have access to Online Giving, contact your organization's solution admin.

Review key features and prerequisites.

Create a Donation Form

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

• Optimized Donation Forms use refined data and branding cards to create a streamlined and engaging donor experience with minimal setup.

• Standard Donation Forms give you more control during setup and let you include fields and style elements such as divider lines, headers, and gift comments.

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.

• Payment methods displays which payment options donors use most.

• Top performing forms displays the five 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.