If you want to create a form with a preset payment amount that directs all payments to a single fund, the Base Amount field is the perfect solution. Follow these steps to build this type of form.
Before creating a form, ensure you have set up the fund to which users will contribute. If you need help with that, see our article on Fund Management.
Create the Form
Start by clicking Forms on the navigation, then clicking the Create New Form button.
On the left side, select Start From Scratch. At the bottom of the screen, enter a name for your form. Then, click Start Building Form.
Add the Payment Field
We will use the Base Amount field to preselect the fund and payment amount. The available fields are listed on the right side. Scroll down toward the bottom of the list, then click and drag the Base Amount field onto the form.
In the Fields Properties, edit the Name (this is the text that will appear next to the Donation Amount field), the Default Amount, and the Fund. Click the Done button when finished.
Form Properties
At the bottom of the page, click Form Properties.
The Form Description field comes filled with some text. You should delete or replace it on the form as needed.
Scroll down the Categories section and be sure to click the General Donation checkbox. Categories can be used to control who has permission to edit forms.
Payment Settings
In the Form Properties window, click the Payment tab.
Recurring Payment
If you want to give the user the option to make this a recurring payment, select the Enable member portal and Enable recurring payments checkboxes.
Payment Types
Check the box next to each payment type you want to be available on the form.
When finished, click the Done button.
Save and Publish the Form
To save the form, click the blue Save Changes button in the bottom-right corner, then click the Publish button.
Share Link and Embed Code
When a form is published for the first time, you'll see a pop-up window with the QR Code, Embed Code, and Public Share Link.
If you need to access the QR Code, Embed Code, or Public Share Link later, just open Form Properties and scroll down.
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