GabrielSoft - Edit the settings for a Donations Form

To edit the settings of an individual donation form that you add to a page on your website, click on the settings icon in the top-right of the module.

You can then change the following:

BASIC Settings

  1. Choose an Account that you want the donation to be associated with.
  2. Edit the Subaccount. By default, the page title is used. For easy reporting, we recommend NOT changing this field once you start accepting donations through the specified page on your website.
  3. Turn on/off recurring giving.
    1. Once recurring giving is toggled On you can choose to offer a a One-Time or Recurring gift type by default
  4. Edit the Payment Complete Message that appears after the visitors submits their donation.

ADVANCED Settings

  1. Choose to accept credit cards, eChecks, or both.
  2. Turn on/off Preset Amounts. Learn more about using Preset Amounts.
    1. Add, edit, and delete Preset Amount Options
    2. Turn on/off "Accept Other Amount". When enabled, visitors can enter a custom donation amount instead of just choosing from one of the Preset Amounts.
  3. Turn on/off the Member ID field.

    HINT: This field can be used to easily match up transactions with families/members when importing transactions into your member database software if you assign a member ID to each family/member.
    1. The label that you want to appear for the Member ID field. ("Member ID", "Envelope #", etc)
    2. Make the Member ID field required or optional.
    3. (Optional) Add a simple note about the Member ID field to help your visitors.
  4. Turn on/off the Comments field.
    1. The label that you want to appear for the Comments field.
    2. Make the Comments field required or optional.
    3. (Optional) Add a simple note about the Comments field to help your visitors.
  5. Change the text that appears for the form submit button.
  6. Limit the number of recurring cycles for recurring donations. NOTE: Enabling this field automatically disables the option for donors to give weekly.
    1. Choose how many months to limit recurring to.
  7. Choose whether to offer Monthly Only recurring giving, or Monthly and Weekly.
  8. Turn on/off Preset Account Options (2nd Collections). Learn more about using Preset Account Options.

    HINT: Enabling this option will give visitors the option of choosing what Account/Subaccount they want their donation to go towards. This feature is perfect for 2nd Collections donation forms.
    1. The label that want to appear for this field.
    2. Add, edit, and delete Preset Account Options