Performance Overview for Donation Forms

Performance data from your donation forms shows how effectively your forms are meeting your organization's goals.

  • To view information across all donation forms from Online Giving, select Overview, or

  • To only view a specific donation form's information, select a donation form from Online Giving, Donation forms.

Recurring gift upsell performance data includes the projected recurring gift total and the number of donors who converted from a one-time gift. You can enable recurring gift upsell on all you Standard Donation Forms at once or just specific forms.

Note: Recurring gift upsell is always enabled on Optimized Donation Forms.

There are data points on the Total gifts over time chart for the total amount raised, average gift amount, and total number of gifts received through all your donation forms over the date range and gift type you select.

Gifts are included shortly after the donation processes through a donation form.

  • Changes made to the donation after the initial transaction, such as a refund, are not reflected in the chart.

  • For recurring gifts, both the first recurring gift payment and all subsequent payments are included in the chart.

Tip: To view the chart in view in full screen, print it, or export it, select the ellipsis on the chart.

Summary is an overview of key pieces of data:

  • Gifts is the total donation amount of one-time gifts and the first payment of recurring gifts made during checkout.

  • Conversion rate is the percentage of website visitors who make a donation on a donation form.

  • The amount saved in transaction processing fees.

The Top performing forms includes donation forms with the highest total amount raised, number of transactions, and top gift amount per form.