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Help center/Transactions & Invoices Module/Donation Pages

Donation Pages

How to create and manage donation pages

How do I create/edit a donation page?In the Transactions & Invoicing Module, select Donation Pages. This will bring you to the list of all your donation pages. - Create a New Donation Page: select the "+ New" button above the grid. Follow the steps in the setup wizard links below to complete and publish your page.…What are the steps to set up an Advanced donation page?When you create a new online donation page, you first must choose the Simple or Advanced designer. The simple designer has a standard layout built for you, the Advanced designer allows more flexibility in the order of the items on the page and the overall color scheme and design…Advanced Donation Page - Acknowledgement InfoThe first step in creating a simple donation page is the Acknowledgement Info tab. In this step you will: Select the Advanced page designer option. - Give your page a Name. - Enter the Thank you email settings: - Email Display Name is the name of the person or organization sendi…Advanced Donation Page - Select TemplateOn the Select Template tab, you are able to select a base template for the design of your donation form in the Please select a templatefield. Choices include Progressive or Stacked options. - Progressiveindicates that each step will be a separate page for the constituent to comp…Advanced Donation Page - Page DesignerOnce on the "Page Designer" step you will be able to customize your donation page by selecting which widgets to include and how they should be styled. The designer will show all the available page widgets on the left column and the right column will display the widgets currently…Advanced Donation Page - Donation Page SettingsThe Donation Page Settings tab is where you establish the different options you want to activate on your donation page. All of these fields are optional, so you can customize the page for your campaign needs. - At the top of the page is the Internal Notifications section where y…Advanced Page Designer - Thank You MessageThe Thank You Message tab allows you customize the message the constituent sees as soon as the complete their transaction. It is also emailed to the constituent. If your page only accepts one-time donations, you will see one message to edit. If your page allows the set-up of rec…Advanced Page Designer - Preview & Publish TabOnce you finish all the steps for setting up the page the last step is the Preview/Publish tab. On this tab you will find the custom URL generated by the software that you can share on your website, in emails, or via social media.Note that this URL is not editable, it is auto-ge…What are the steps to set up an Simple online donation page?When you create a new online donation page, you first must choose the Simple or Advanced designer. The simple designer has a standard layout built for you, the Advanced designer allows more flexibility in the order of the items on the page and the overall color scheme and design…Simple Donation Page - Acknowledgement Info TabThe first step in creating a simple donation page is the Acknowledgement Info tab. In this step you will: Select the Simple page designer option. - Give your page a Name. - Enter the Thank you email settings: - Email Display Name is the name of the person or organization sending…Simple Donation Page - Donation Page SettingsThe Settings tab is where you establish the different options you want to activate on your donation page. All of these fields are optional, so you can customize the page for your campaign needs. - At the top of the page is the Internal Notifications section where you can turn on…Simple Donation Page - Style Donation PageThe Style Donation tab step allows you to choose the colors and fonts on your page. The tab is divided into 6 sub-tabs where you can update the colors, fonts, font sizes, and font colors for all the different areas of the form. You can choose a built in color theme using the dro…Simple Donation Page - Style Donation ButtonOn the Simple donation page designer, there is a tab to customize a donation button to add to your website. Most websites now have the ability to add buttons, but if you would like to create a button to link directly to the donation page, you can use the Style Donation Button ta…Simple Donation Page - Thank You MessageThe Thank You Message tab allows you customize the message the constituent sees as soon as the complete their transaction. It is also emailed to the constituent. If your page only accepts one-time donations, you will see one message to edit. If your page allows the set-up of rec…Simple Donation Pages - Preview & Publish TabOnce you finish all the steps for setting up the page the last step is the Preview/Publish tab. On this tab you will find the custom URL generated by the software that you can share on your website, in emails, or via social media.Note that this URL is not editable, it is auto-ge…Can I change the way the online donation form looks?The simple donation page designer builds the page for you in set order. You can change the colors, fonts, and a few other options using the Style Donation Page tab. The Body, Header, Title, Subtitle, Label, and Error Message tabs allow you to make your selections. The list of bu…Can I add my logo to the online donation form?Yes, your logo can be added to your donation page using the Simple or Advanced page designer. First, ensure your logo has been uploaded to your Account Settings. You can have two logos, a Default (the one on top) or an Other logo. Advanced Page Designer In the Advanced Page Desi…What are themes on the Simple version Style Donation Page step?The theme dropdown is a list of built in color and font themes that you can assign to your donation page. Once you select a theme, you can edit continue to customize the color and font selections using the sub-headers for the Body, Header, Title, Subtitle, Label, and Error Messa…What is the search bar at the top of the donation page?While logged into AssociationSphere, if you click on a donation, event, or membership page link while you are logged into AssociationSphere, you will see a grey search bar at the top of the page. This search bar is not visible to the public. It is only visible to AssociationSphe…Can I allow donors to sign up for my emails when they make an online donation?Yes. depending on the version of donation page setup you are using, there are different options available. Simple Donation Page On the simple donation page setup on the Donation Page Settings tab, in the Additional Options area you can set Show email subscription info to YESand…How do I publish my donation page?For both the simple and advanced page designer, once you finish all the steps for setting up the page the last step is the Preview/Publish tab. On this tab you will find the customer URL generated by the software that you can share on your website, in emails, or via social media…Can I see what the donation page looks like before I publish it?Yes. there are several opportunities to see your donation page in preview mode. Using either the Simple or Advanced page designer, a preview is available on the Preview/Publish tab. Using the Simple page designer, you can also see a Preview via a link at the top of the Donation…Can you allow the donor to pay the processing fee?Yes, you can allow donors to pay your processing fee on their online donations. Simple Page Designer To turn this feature on for a page created using the Simple donation page setup, go to the Donation Page Settings tab. Under the Donation Options area, turn the toggle Allow to p…Can I accept foreign currency on the online donation form?Yes, there is an option in both the Simple and Advanced Donation Page settings for this. Simple Page Designer On the Donation Page Settings tab in the Donation Options section, turn the Allow donations in foreign currenciestoggle to YES. Click Saveor Save and Next. On the donati…Does AssociationSphere allow for CAPTCHA?Yes, on Simple Page setup wizard, on the Donation Page Settings tab, under the Additional Options area, you can set Enable Captcha to YES. For the Advanced Page setup wizard, the toggle is located in the widget settings of the payment options.Can I customize what Tribute Information is gathered?Yes, the settings are different depending on the whether you are using the Simple or Advanced Page Designer. Simple Page Designer On the Donation Page Settings tab scroll down to Additional Options and find the "Show Tribute" setting. Once this setting is turned on you will be a…How do I put the donate button on my website?On the “Preview & Publish” step, you will find the button code. Copy the full line of code and paste it into the HTML code of the page on your website that you want to embed the button on.Can I change what the text is on the donation button?Yes, using the Simple Donation Page Designer, on the Style Donation Button page you can customize the text in the “Button Text” field. Please note if you are trying to change the text of the submit button at the bottom of your donation page, rather than the embedded button you c…Where can I use the donation button?You can embed the Donate Now button anywhere online that you have access to the source HTML code such as your organization's website or an Email Marketing campaign within AssociationSphere.How can I share my Donation Page online?From the Preview & Publish tab of any donation page you will find several ways to share your page including sharing the unique URL for the donation page, the QR code, Text Messaging Code (for those organizations with text messaging activated on their accounts,) and Embedded Code…Can I use a donation page as a payment page?Using the Simple page designer only, you can remove the words "donate" from your donation page setup. On the Donation Page Settings tab, under the Additional Options section, you can mark the Payment Page toggle to YES to replace the word "Donate" with "Payment."Double the DonationIntegrating Double the Donation with Your Online Donation Forms Double the Donation can now be integrated into your Simple and Advanced online donation forms. Before the integration is ready for use, there are a few requirements: Requirements 1. Advanced Analytics Subscription A…Can I switch from Simple to Advanced Donation Page Designer after the page is created?Yes, however this will change the URL, QR Code, and Embed code. If you wish to switch from one to the other, be sure to update links as needed to reflect the new page URL.