For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
Tip: For best practice information about donation forms, refer to Best Practices for Donation Forms.
Design Donation Form - Mini
If you are using multicurrency and browser/regional settings, prices are displayed on the donation form in both the base currency for the database and the regional currency based on the browser settings.
1. Under Donation form message, enter a custom message to display on the donation form.
The HTML editor shows the default message that displays on the donation form. You can use the default message or customize the content according to your needs.
2. In the Designation section, select the designation that you want associated with donations made using this form. This field is required.
Click the binoculars, search for the funds from Blackbaud CRM, then select the one you want to use.
3. To add a giving level, click Add giving level, then enter the gift Amount (required) for the giving level. You can also specify a Display name (optional) to show on the form for any of the giving levels. To have a specific giving level preselected on the donation form, select the corresponding Default option.
To remove a giving level, click Remove next to the one you want to remove.
To include a blank $ Other field on the donation form, select Allow other amount to allow donors to contribute any gift amount. On the form, donors can enter the gift amount in the Other field. In Minimum gift amount, enter the minimum amount that donors must give. To specify no minimum amount, either leave the field blank or enter 0.
4. Under Appeals, select an appeal that you want to associate with all donations made using this form. This field is optional.
Click Add Appeal, then click the binoculars. You can search for appeals from Blackbaud CRM, then select the one you want to use.
To remove the appeal, click Remove.
The designation and appeal can be overridden by the URL used to access the donation form. You format this URL as https://www.yourdomain.org/donate-now?aid=Appeal system record ID&did=Designation system record ID.
You can find the appeal and designation system record IDs to include in the URL by creating an ad-hoc query in Blackbaud CRM. In Analysis > Information Library, click Add an ad-hoc query on the Queries tab. In the Select a Source View window, select Appeal in Record type and in Source view, then click OK. In Select filter and output fields, select Appeal record and any other query criteria, and add to Results fields to display. Click the Preview results tab. For the desired appeal, copy the corresponding system record ID. This is what you'll use in the URL for the Appeal system record ID. To locate the Designation system record ID, create another ad-hoc query and follow the steps above, substituting Designation for Appeal.
You can customize the text that displays on the donation form for this option using the Language tab.
5. Under Payment Setup, select the merchant account, such as your organization’s Blackbaud Merchant Services (BBMS) account, to use to process credit card transactions received through the donation form.
All merchant accounts support the Donation Form - Mini part except for iATS and IP Payments. iATS and IP Payments will display as disabled in the Merchant account list.
To take advantage of digital wallets like Apple Pay, Visa Checkout, and Masterpass, you must use BBMS. If your merchant account isn't BBMS, the system administrator can set it up in Administration. For more information, see
6. Under Confirmation Screen, you can customize the message that displays to donors after their donation payment is made.
The HTML editor shows default content you can use for the confirmation screen message. If desired, you can customize it according to your needs. To format the content’s appearance and layout, use the HTML editor toolbar. To include personalized information, use merge fields. Note that Amount, Designation, and Appeal are the only merge fields that can be displayed on the confirmation screen.
To remove your customizations for the screen, click Restore default content. The program’s default confirmation screen appears in the HTML editor.
7. Optionally, under Additional payment fields, select Include to have a reCAPTCHA checkbox display on your Blackbaud Secure Payments form below the credit card payment fields. Users must select the reCAPTCHA checkbox before they can submit the form.
8. Click Next. You can design the email acknowledgment that's sent when a donor completes the payment transaction. You can select the fields to appear and format content appearance and layout.
For information about how to design an email to acknowledge a payment, see
9. Click Save.