Click on the Giving module icon.
Under the Giving menu options, scroll to the CoolPay section and select Donation Forms.
Click the black Create+ button in the top right corner and select Create Donation Form.
Check the Active box. (De-select the Active box to make any formerly used donation form Inactive.)
NAME
Enter the Name of the Donation Form. This is for your internal use only; donors will not see this name.
PATH
Enter a text value for the Path, which will be used to generate the URL (web address) for this specific donation form.
For example: If you enter "donate-now" as the Path, and the name of your organization is Giving Hearts, then the URL to be generated will be "giving-hearts.donors.app/donate-now" (where giving-hearts.donors.app/ is the donor portal, and the "donate-now" directs the donor or the QR code to that specific donation form).
SOURCE
Select a Source, which describes why a donor is giving or how he/she heard about donating to this particular Fund. Examples may be a Walk-a-thon, a Banquet, a billboard advertisement, etc. You can also leave this field blank. The Source will be applied internally to the contribution and is not seen by the Donor.
A user with Administrator access will be able to manage the Source list.
DEFAULT FUND
Select a Default Fund, which will be automatically pre-selected for the donor when a contribution is entered. The donor can override this selection by selecting a different fund from the drop-down menu (if you set up additional Fund options below).
A user with Administrator access will be able to manage the Funds list.
FUNDS
The Funds field allows you to designate any additional Fund(s) you want to make available for the donor to select. This field is optional.
SPONSOR LABEL
The Sponsor Label field is also optional. A Sponsor is a person or organization participating in a fundraising event by engaging others to give on their behalf. Enter a label in this field that best describes the function of a Sponsor of this event. Examples are Walker, Table Host, Golf Team Leader, or Church.
SPONSOR ROLES
Select the Sponsor Role(s) that you have added to certain donor records of people that you want to make available for donors to select as a Sponsor FOR THIS SPECIFIC DONATION FORM.
For example, if you add the Role of "Baby Bottle Church" to five church donor records in CoolFocus, then the donor will be able to select a church from that list of five.
Note: Administrators will have access to manage the Roles list. You will also need to make sure those Roles are indeed added to the donor records of your choice for them to appear in the drop-down options of the donation form.
GOAL
Enter a numerical amount to be your goal for this donation form. The field will automatically format your numerical entry into U.S. dollars. This field is optional.
Select the option to Show Goal if you want to make this amount known publicly to your donors.
SHOW ACH* (Automated Clearing House)
Select this option to allow bank drafts from checking accounts as a payment option, in addition to debit or credit cards.
*Please be sure to read the Risks of ACH Transactions before selecting this option.
DEFAULT DONATION AMOUNT
Leave this field blank to automatically default the pre-selected giving amount to $50. Otherwise, you can enter another amount to be pre-selected when donors open the page. (The minimum amount is $2)
Donors will always be able to select Other to enter a custom amount.
DEFAULT GIFT FREQUENCY
Leave this field blank for the pre-selected payment frequency to default to "One-Time." Or, you may enter one of the other options to use as a pre-selected default.
PRESET DONATION AMOUNTS
These quick-select payment buttons will allow the donor to choose the contribution amount. Leave this field blank to use the default options of $25, $50, $100, $500, and $1,000. Or, you can select +Add Amount to create your own options. Donors can always select Other to enter a custom amount.
Note: The option for the donor to cover the transaction fees on behalf of your organization is check-marked by default at the bottom of the donation page. However, the donor will have the option to uncheck that box for the transaction fees to instead be covered by your organization.
WELCOME MESSAGE
Enter a Welcome Message to be displayed when the donor opens the donation page to enter the contribution.
CONFIRMATION MESSAGE
Enter the Confirmation Message that will be displayed after the donor completes the contribution.
QR CODE
A QR Code will be automatically generated to use for this donation form.
Note: If the Path of this donation form is edited or changed in any way, it will also change the QR Code. This is important to know because if you create printed materials with the QR Code and then decide to change the Path, then the original QR Code will no longer work. The QR Code is determined by the Path you create for it.
Upload or Update Your Organization's Logo in Settings
Your organization's logo will display on the Donation Forms and in the Donor Portal.
Click the Settings gear icon from the left menu panel.
Select Organization Settings.
Upload your organization logo where indicated. Any aspect ratio is supported. Recommended: High resolution image. Max file size: 5MB.
Click Save.