Create a Cause Driven Giving Form

A form can be tremendously effective to promote a specific cause important to your ministry; missions, year-end giving, disaster relief, etc. Follow the steps below for a great start!

 

 

Start with a Giving Form Template

 

Use the 'Create New Form' button to start the setup process. Use the 'Giving Form' template to get a boost in creating a basic form. Then, add a descriptive name to pique interest and give a quick idea of what the form's goal is.

 

 

Click the 'Start Building Form' button to create and customize your new form.

 

Connect with your Audience

An image can evoke a response much greater than words. Use an image that provokes action or helps potential donors better understand the need or impact of their generosity.  

Drag an image from your computer to the + Add Header Image field or simply click this field to manually select & upload an image. Note our Image Libary where we've included a few examples for you. Recommended image dimensions are 1000 x 562 pixels.

 

 

Add an Informative or Compelling Description

Click Form Properties and under the General Info tab, add a concise description of the mission, goal, or impact of donations made. 

 

 

Customize your Colors, Fonts, & Sizes

Change your form's default colors by selecting a pre-created color scheme or customize fonts and colors even further under Form Options > Advanced Theme

 

Form-Default-Color-Themes.png

 

 

 

Review the Payment tab to ensure the money is going to the right fund and members can use already saved payment methods on their Giving profile.

  • Enable Member Portal - Adds to the donation form a 'Sign In' tab at the top. The portal allows for the management of payment methods, contact information, view giving history, etc. 
  • Enable Partial Payments - Give users the option to pay in increments over time. Users can either submit payments manually or set up automatic monthly installments.
  • Enable Recurring Payments - Allow your donor to make this one-time gift a regular recurring one! The member portal option is needed to associate a donor with the recurring transaction that will take place. 
  • Accepted Payment Types - Enable or disable options here. Leverage ACH (e-check/bank account) transactions which will save money on the fees per transaction in comparison to Credit/Debit cards.
  • Total Amount Fund - Select a fund (or create a new fund) from your Amplify Giving software where donations should be applied. 

 

Click the Email tab to thank your donor with a custom message. Add placeholders to the message (looks like #A PLACEHOLDER#) by simply clicking one of the blue buttons you want to insert.

Note the 'To' field which will automatically send your thank you email to the donor based on the email address they provide while filling out the payment information.

The 'From' address can be changed to an email associated with the church. (A domain name email address is one that uses the same web address as the church website URL. ex - info@yourministry.org)

Note: Avoid using emails provided by Gmail, Yahoo, Outlook, etc. which can prevent email deliverability due to unique security policies by email policies they control. Leave this on the default email address if there is not a domain-based option available for your organization. 

 

Click OK at the bottom of the Form Properties window to apply the changes.

 

Use Payment Buttons to simplify the donor experience.

Adding Payment Buttons provides the opportunity to clarify how a gift might be used as well as streamline the donation experience. Follow these instructions:

 

Remove the default fund dropdown from the Form by clicking the 'X' to the right of the field description.

Drag to add your new Amount Button field

 

Edit the field through the configure gear and customize the field name, and button line items, and make it required. 

 

 

 

Pro-Tip: If you prefer that only dollar amounts appear without a description, simply add the exact dollar amount in the provided description field, making sure to omit the $ sign. Ex: If the Amount field shows 25.00, add 25.00 (including the period and two zeros) to the Description field. 

Click OK at the bottom of the Field Properties window to apply the changes.

 

Publish & Share your Form!

After all these changes are done, you are ready to Save and Publish your form. Click Save Changes at the bottom right, then choose to Publish to make these changes live.

 



Pro-Tip: Even though your Form is published, it cannot be found until you promote it to your community. Make a splash with these 7 great ways to share your form!

 

 

 

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