Configuring Online Giving Forms 2.0

Overview

There are many options for configuring online giving forms from the online giving form record. This article details the options available to you, broken down by tab, as well as directions for creating new online giving forms. 

All functionality surrounding recurring donations and saved payment methods via the wallet require that your school purchase the VCPay Core module. If you would like more information about this functionality, please speak with your account manager for further details.

Accessing and Creating Online Giving Forms

Accessing Existing Online Giving Forms

To access existing online giving forms, begin on the Development homepage. click on the Online Giving Forms query in the Online Giving sub-section of the Configuration section. From the query results screen, all rows that are highlighted light blue are version 2.0 of Online Giving Forms, while non-highlighted rows are still using Online Giving Forms 1.0.

Creating New Online Giving  Forms

To create new online giving forms, start from the Development homepage and click on the Add an Online Giving Form (v2) link in the Online Giving sub-section of the Configuration section. This presents a blank detail screen (pictured above) that you should fill in as you wish. The only fields that are required upon initial creation are the Description field and the Access Name field. Clicking the Add Online Giving Form (v2) button automatically adjusts the version type to Version 2. 

The Online Giving Form Record

Online giving forms can be customized almost entirely from their record. This section will go through each tab on the online giving form record and let you know what each field does. Additionally, many of the fields have helpful tool tips that can be accessed by hovering your mouse over the name of the field.

Configuration

General Tab

The following fields are on the General tab of the online giving form record.

FieldInformation
Descriptionsets the internal name for the online giving form and has a character limit of 50 characters. This field is required.
Access Namesets the "slug" that appears in the URL to designate this online giving form. This field is required.
Example: giving.veracross.com/schoolname/give/<access name>
Versiondrop-down menu that displays the version of the online giving form that this record is. Using this functionality, it should always read Version 2.
Statusdrop-down menu that allows you to choose between "Published", "Draft", or "Archived".  While working on this form, set the status as Draft, when it is live, set it as Published, and when you wish to take the form down, set the status as Archived. 
Public Titlethe name of the form that appears in the titlebar of the browser when viewed and has a character limit of 50 characters. This field is mirrored by the Public Title field in the Design content category. If this is left blank, this defaults to: <Description Value> + "Form".
View Live Forma link that redirects opens a new tab to the live online giving form.
Default Campaign/Fund/Eventdrop-down menus where you can select which campaign, fund, and group event gifts received through this online giving form are assigned to and associated with.

Design Tab

The following fields are on the Design tab of the online giving form record.

FieldInformation
Public Titlethe name of the form that appears in the titlebar of the browser when viewed; this has a character limit of 50 characters. This field is mirrored by the Public Title field in the General content category. If this is left blank, this defaults to: <Description Value> + "Form".
Public Notesthe header text that appears on the top segment of the online giving form . Basic HTML is accepted in this field, and there is no character limit.
View Live Forma link that redirects opens a new tab to the live online giving form
Background Typedrop-down menu that allows you to select the background for the online giving form. Options are:
  • No Background: sets the background as a neutral grey color
  • Full Screen Color: sets the background as the color you select in the Background Color field
  • Full Screen Image: sets the background as the image you define in the Background Image URL field
  • Half Screen Color: sets the background as a split between the neutral grey described in the No Background option (bottom) and the color you selected in the Background Color field (top).
  • Half Screen Image & Color: sets the background as a spit between the Background Color field value (bottom) and the Background Image URL image (top).
Background Colorsets the color used in the background for all background type options that include color. The input must be hex code and a color picker may be opened by clicking the colored box next to the field
Background Image URLimage link to set your background image in background type options that include images. A preview of the image is located beneath in the Background Image Preview section.
Display Header Texttoggle whether or not to display the Public Title and School Name in the header. 
Banner Image URLimage link to set your banner image. A preview of the image is located beneath in the Banner Image Preview section.
Header Image URLimage link to set your header image. A preview of the image is located beneath in the Header Image Preview section.


Form Fields Tab

This tab allows you to configure which gift and donor information you wish to have displayed on the online giving form. Additionally, it allows you to further configure options for gifts and profile codes.   The options are:

Gift Details

  • Display Anonymous
  • Display Matching Organization
  • Display In Honor Of
  • Display In Memory Of
  • Display Notes

Personal Details

  • Home Address
  • Home Phone
  • Email
  • Mobile Phone
  • Work Phone
  • Graduation Year

The Required Fields field allows you to designate which fields on your online giving form are required for the donor to fill out. Each field listed in this text box should be separated with a comma and a single space. Options for this field are:

  • first_name
  • last_name
  • address_1
  • city
  • state
  • zip
  • email
  • phone_home
  • phone_mobile
  • phone_business
  • graduation_year

Payment Tab

Payment related fields will be moving to Gift Type tabs on 12/17/20 and the payments tab will be removed. 

One-Time Donations

The Payment tab allows you to set an override for One-Time Donations only.  Toggle whether or not this form accepts credit cards or ACH payments. If no override is configured, the default gateway configurations (see Checkout Gateways on the System homepage) will be used for processing One-Time Donations. 

Recurring Donations

Submit a ticket in the Veracross support portal to configure a gateway for processing all Recurring Donations

Confirmation Tab

The Confirmation tab is where you configure the confirmation a donor receives after giving or pledging money with the giving form. The two options are set via the Confirmation Type drop-down menu and are:

TypeSetup & Considerations
Veracross Confirmation PageAt completion of the form, user is directed to a page with a short message, which is defined in the Confirmation Page Message field. 
External RedirectAt completion of the form, user is redirected to an external URL that can be populated in the External Redirect URL field.

Regardless of the confirmation type selected, preview them by clicking on the Confirmation Preview link.

Additionally, this tab has options available for overriding confirmation email templates that are also mirrored on the Confirmation tab. These only need to be set if you do not want to use the default email templates for sending confirmation emails — if you'd like to use the default templates, leave these values as <None>.

Gift Types

There are many options for configuring gift types on online giving forms. This article details the options available to you, broken down by gift type including recurring gifts and recurring donation schedules.  Learn about the options by reading the article here.

Activity

Pending Gifts Tab

This tab contains an embedded query of all gifts gathered through this online giving form that:

  • do not have a Status of Complete
  • have a gift type of Pledge, Pledge Payment, Recurring Donation OR
  • have a "Paid?" value of YES 

Processed Gifts

Processed Gifts Tabs

These tabs show all processed gifts obtained through this online giving form, split between gift type.