Single-Fund Forms: Express Giving Form

If you prefer the Express Giving Forms user interface, you can customize it to work as a single-fund form while still letting the user enter their own donation amount. Follow these steps to create this type of form.

 

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Before creating a form, make sure you have created the fund you would like to pay toward. If you are not sure how to do that, see our article on Fund Management

 

Create the Form

Start by clicking Forms on the navigation, then clicking the Create New Form button.

 

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On the left side, choose Giving Form. At the bottom of the screen, give your form a name. Click Start Building Form.

 

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Set the Fund

Click Form Properties at the bottom of the screen. 

 

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Click the Fund List tab. 

 

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You'll see a list of all available Funds on the left and a Display column in the middle. Deselect all Display checkboxes except the one next to your chosen fund. In this example, I want all payments to go to the Summer Giving Campaign.

 

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Recurring Settings

By default, payments made through the Express Giving Form are recurring. To adjust this behavior, click the Payment tab. 

 

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There are three checkboxes that control the recurring behavior:

  • Enable recurring payments: If all payments will be one-time, deselect this checkbox and ignore the other two check boxes. If you would like to give the user the option to make this a recurring payment, keep this checkbox selected. 
  • Set the default payment type to Recurring: If recurring payments are enabled, this checkbox determines whether the default payment is one-time or recurring. When checked, the form defaults to a recurring payment, but users can switch to a one-time payment if they prefer. Think about questions like "Do you expect most users to make recurring payments?" and "Will users who only want to make one-time payments notice that the form defaults to recurring?" 
  • After submission, prompt the user to make a one-time gift? Deselect this checkbox. Since you only have one fund available, it probably doesn't make sense to prompt the user to make an additional donation to the same fund. 

When finished with these options, 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. 

 

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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

 

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If you need to access the QR Code, Embed Code, or Public Share Link later, just open Form Properties

 

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