Under Designations, your organization’s designation hierarchy from Fundraising appears. For
information about designations and the designation hierarchy, see the Fundraising Guide. Under
Live on website, green checkmarks appear for designations that have web forms. When you
select an entry in the grid, details about the designation and its web form appear.
To create donation forms and manage existing web forms, select designations in the hierarchy
and use the buttons on the Manage Donation Forms page.
l To open a designation record, click the name in the Public name column. The
designation record appears.
l To edit a designation’s properties, click Edit. The Edit designation screen appears. For a
detailed explanation of the options on this screen, see the Fundraising Guide.
l To create a donation form for a designation, click Approve for website. If the
designation is active and the current date is between its start and end dates, the program
creates a donation form and a green checkmark appears under Live on website. The URL
appears with the designation details in the grid. On the donation form, website users can
donate to the designation and any child designations in the hierarchy that are approved
for the website. If the green checkmark does not appear under Live on website, check
the designation’s status and its start and end dates to confirm that it is active and the date
range is current.
l To remove a donation form, click Exclude from website. The designation still exists in
the fundraising designation hierarchy, but its form is no longer active. If users attempt to
access the form, the program redirects them to the home page you designate on the
Website URL screen. For information about the home page, see Browser Settings and
Home Page URL on page 52.
l To configure donation form options such as minimum gift amount and whether to allow
recurring gifts, click Options. The donation options screen appears. When you approve a
designation for the website, it inherits the default donation form options. With the
donation options, you can adjust the settings for each donation form. For more
information, see Donation Form Options on page 6.
l To filter the designations in the grid, use the filter tool. You can filter by the designation's
name and whether it is approved for the website and whether a donation form is posted.
Donation Form Options
When you approve a designation for the website to create a web form, it inherits the default
settings for donation forms. You can edit these settings as necessary for each donation form.
To configure donation form options, go to Web and click Manage donation forms. On the
Manage Donation Forms page, select a designation with a web form and click Options. The
donation form options appear. You can enter the minimum gift amount, select whether to
allow recurring gifts, select the types of donations to allow, and set up your giving levels.
Note: The program routes all transactions through a shopping cart, and you must configure
payment settings for the shopping cart before you process transactions. The program uses a
single shopping cart for all web forms. To create the shopping cart, go to Web and click Web
payment settings under Configuration. For more information, see Create Shopping Cart on
page 55.