Click & Pledge transactions are organized by CONNECT Campaigns. Campaigns allow the organization to track their fundraising success and vary aspects of each fundraising effort. Every Click & Pledge account starts with one default campaign already created so the organization can accept donations under it. Each organization can create an unlimited number of campaigns in CONNECT. This article gives detailed information on how to create campaigns and donation forms.
- Navigation
- Quick Start Video: Create Mobile-friendly Donation Form in 5 steps
- Creating a Campaign
- Primary Campaign Settings
- Peer-to-Peer Settings
- Payment Settings
- Payment Forms
- Payment Form - Form Builder
- Payment Form - Widget
- Payment Form - PayQuickly
Navigation
- Once you have logged into CONNECT, you will be in the Fundraising section of your account. If you are in another area of CONNECT, click the Launcher icon then choose "Fundraising" to navigate back.
- In the left menu, click Campaigns & Forms
- Click on the desired Campaign Name to edit the campaign
- Click Campaign Details.
Quick Start Video: Create Mobile-friendly Donation Form in 5 steps
The following video guides you through the 5-step process to create a donation form.
- Click Campaign
- Click a Campaign Name
- Click Form Builder
- Choose a Template and click "Select"
- Click "SAVE", then follow the prompts by entering in a form name and click "SAVE FORM"
Creating a Campaign
Introduction to Campaigns
- Every Click & Pledge account starts with a Default Campaign already created so donations can be tied to it. This Default Campaign will be active and will not have an end date. A Default Campaign cannot be deleted unless another Campaign is chosen as Default.
- You may create an unlimited number of campaigns in CONNECT.
- Created campaigns may be viewed, edited, duplicated, and deleted.
- A campaign's payment settings can be defined.
- Campaign details like name, start date, end date, alias, donation target, image, description, SEO and links for social networks can be defined. Campaign’s payment settings, custom questions, receipt information, Salesforce campaign, third party integration, and donations & comment steam can also be defined.
Create a New Campaign
To create a new campaign, click Launcher icon (Right top) > Fundraising > Campaigns > New Campaign (Click on it).
Complete fields for new Campaign. Name, alias, and start date are mandatory fields for a new campaign. Refer to image and field descriptions below.
Description of New Campaign Fields
Campaign Type: Choose between Basic and Standard.
Basic vs. Standard.
Once the campaign type is selected, it cannot be changed. Standard should be chosen unless you are creating a campaign to be used with Givent or PayQuick.ly, both of which were created so the donor can transact with little friction. Basic Campaigns have the following differences:
- Subscription recurring is available (no installment). A maximum of three recurring period options.
- Radio buttons available for donations without labels. No open fields.
- No custom questions.
- No payment scheduling.
Campaign Status: Campaign Status can be set either to Active & Default, Active, or Inactive. Every organization must have one campaign set as a default campaign. NOTE: For an Active & Default campaign Campaign Visibility, Start Date, and End Date are not editable.
Campaign Visibility: Select “Show” so that the campaign can be found on the Connect.ClickandPledge.com website and for use with Peer-to-Peer Site.
Campaign Name*: Enter a unique Campaign name.
Alias*: Alias will appear as an extension for the campaign’s URL.
Campaign SKU: Enter SKU to be used for mapping to the corresponding Salesforce Campaign
Show Meter: Enter the fundraising target or goal for the campaign.
Start Date*: Enter the start date for the campaign.
End Date: Enter the end date for the campaign. It is an optional field but will be disabled if the Campaign is set as the Default Campaign.
Click SAVE button when finished.
Your newly created Campaign will be listed in the Campaign Listing section. Click the 3 Dots icon then Pencil icon to make changes to this Campaign in Campaign Details.
Manage your campaign with Campaign Details
When you click on a campaign name, go to Campaign Details for all campaign settings.
Primary Campaign Settings
Basic Information
"Basic Information" fields are like the fields from “New Campaign.” After creating a campaign, the information may be edited in this section.
Campaign Status: Campaign Status can be set either to Active & Default, Active, or Inactive. Every organization must have one campaign set as a default campaign.
Note: For an Active & Default campaign the following fields will be disabled: Directory listing, Start and End Dates.
Campaign Visibility: Select “Show” so that the campaign can be found on the Connect.ClickandPledge.com website.
Campaign Name*: Enter a unique Campaign name.
Alias*: Alias will appear as an extension for the campaign’s URL.
Campaign SKU: Enter SKU to be used for mapping to the corresponding Salesforce Campaign
Show Meter: Enter the fundraising target or goal for the campaign.
Start Date*: Enter the start date for the campaign.
End Date: Enter the end date for the campaign. It is an optional field but will be disabled if the Campaign is set as the Default Campaign.
Always Click UPDATE button to save changes.
Search Engine Optimization
Search engine optimization (SEO) is the process of affecting the visibility of a website or a web page in a search engine's search results by adding descriptions and keywords. NOTE: Although SEO helps your page visibility with the search engines, it does not guarantee it. Keywords allow supporters to find your organization using the Search bar on the CONNECT.clickandpledge.com website. In keywords enter the words that best describe your organization and service area. Separate all keywords with a semicolon [;].
Social Networks
Social Network page links and share links can be added to the campaign page so that the donor can easily navigate to the social networking sites. NOTE: The share link and shared image will be displayed on a criteria basis. System will check for share link and shared image in the payment form and if it is empty then only it will retrieve from the campaign.
Peer-to-Peer Site Settings
Campaign Description
Summary
A short summary of this campaign that will show in the campaign widget and on CONNECT.ClickandPledge.com search results. Text only- maximum 200 characters.
Detail
Field is used in the Campaign Details widget in the Peer-to-Peer Site Builder.
Image
Click ‘Browse’ button to upload Campaign Avatar. Image may be cropped. Click ‘Remove Image’ button to remove Campaign image before adding a new one.
Image is displayed in the Peer-to-Peer Site Builder on the Campaign Carousel and Campaign Image widgets. The Campaign Image will also be shown on https://connect.clickandpledge.com/
Site Template
Choose the designs to use for this Campaign's pages on your Peer-to-Peer Site . By default the Designs that are selected based on Peer-to-Peer Site Settings [Peer-to-Peer Site > Settings > Default Site Templates] are selected, but you may choose “Customized” to select other published Designs. Design can be selected for the Campaign, Fundraiser, and Team pages.
Payment Settings
Payment Methods
Payment Methods are the methods available for the patron to use on all the Campaign's payment forms. Check the boxes to set the accepted methods for the Campaign. If you make changes click Update to save.
These are the methods enabled for your Click & Pledge Account under Settings > Payment Methods.
"Bank Account" refers to paying by bank draft using the patron's routing and account numbers. You may also hear it referred to as an "ACH" transaction.
E-checks are an older payment option and limited to $1000 on CONNECT forms. If an amount greater than $1000 is entered on the form, patrons are shown this message: "For eCheck donations larger than $1000, please contact us directly or select Credit Card"
Organizations may take their information over the phone and use CONNECT's Virtual Terminal or the Donor Management app in Salesforce to complete the transaction.
Custom payments are not available for CONNECT Campaign forms.
Payment Options
Widget Header/Title
Changes the text on the header of the Campaign's payment forms in the Campaign Payment Widgets as well as the donation widget on your Peer-to-Peer Site.
Widget Sub-Header
Changes the text on the sub-header of the Campaign's payment forms in the Campaign Payment Widgets.
Payment Frequency
Each Payment Frequency option may be checked 'on' or 'off'.
e.g. For a membership campaign, you may only want to offer patrons monthly payments at $100/month or yearly payments of $1200.
As you check a Payment Frequency, a tab for that frequency will be added to Payment Selections, so that you may control the aspects of each frequency differently. At least one option must be checked.
Default Selection
Sets the default value chosen when the browser loads the form. A recommended approach is to set as "One Time Only" unless your campaign is specifically intended for a recurring payment program, e.g. Sustainer, Membership.
Payment Selections
Payment Selections set the values/properties for the donation - "line item" options available on the form.
There is a tab provided for each Payment Frequency, and the values on that tab are unique for that frequency. This allows for the additional flexibility of setting recurring donations at the full amount charged for one-time donations or a smaller amount that can coincide with the frequency. For example, you can offer a Membership for $120.00 as a one-time charge or offer the Membership for $10.00 a month for 12 months.
Because of this additional flexibility, once a Patron chooses a different Payment Frequency on the donation form, they are accessing a different set of item values - that may appear as if they are the same. If you are offering recurring donations in your campaign, best practice is to move the recurring section to the top of the form you create in Form Builder
Copy Settings To
Copy aspects of one Payment Frequency to another by checking the frequency you wish to update and clicking the 'Copy' button. Be aware that the Copy feature will also copy Periodicity
e.g. If you copy your Monthly frequency to your Yearly frequency, and your Periodicity is 'Limit to 12', your Yearly Periodicity also becomes 'Limit to 12', which may not be your intent.
Recurring Type
This is an option for recurring periodicities (i.e. weekly, monthly, etc.) Determines whether Amount should be divided by the number of payments, or represent the Amount for each payment
- "Installment" - breaks the specified amount into smaller increments based on Periodicity
- "Subscription" - creates a schedule to re-charge the patron the specified amount again based on Periodicity
Payment
Buttons - Very common option for donation forms
- Single Select - allows for only a single item in the transaction.
- Multi Select - allows for multiple items to be selected within a transaction.
If you choose the Multi Select option, "Enable Quantity Field" will be available. You can then choose a Max Quantity for each item on your payment form.
Open Fields - Offers a field so the donor can enter in an amount. You can use a single field or multiple payment fields allows patrons to enter different amounts for each item. This is especially useful for offering patrons to donate to different funds in a single transaction. For example, a patron may want to donate $100, and specify $60 for the Mission Fund, and $40 for the Building Fund
| Single Payment form | Multiple Payment form |
Item Label
- 'Customized' allows you, the organization user, to set different labels for each option.
- 'Single' sets all the Item Labels to the same value, specified in the text box on the right. Leave this box blank to only display the amount.
Amount is always included on the button label.
Items
Item Name - name displayed on the Receipt. Maximum 100 characters
Item Label - text on the button if Payment is set to 'Single Payment'. Maximum 100 characters
Deductible - percentage of the item that should be considered tax deductible.
Item SKU
"Stock-Keeping Unit" is a standard retail term for a specific product, and functions as an Id (may or may not be unique). In the retail world, SKUs are typically used to track inventory and tag merchandise. Click & Pledge products use them to facilitate mapping fields in Salesforce.
GAU (General Accounting Unit) codes can be added to each payment option making it easier to track funds and simplify accounting.
In CONNECT, go to Campaign > Campaign Details > Payment Options
For each donation amount, a GAU may be added after the Item SKU.
Start Date - date the item is added to the form. Leave blank if there is no need to specify
End Date - last day the item remains on the form. Leave blank if there is no need to specify
Other - Shows additional button when Payment is set to 'Single Payment', allowing the Patron to choose 'Other' and fill in an amount.
Periodicity
Sets the quantity of payments to be charged.
'Open' allows the Patron to set the number of total payments
'Limit to ___' allows you, the organization representative, to set the number of payments.
'Limit to End Date' allows you, the organization representative, to define a date for payments to end, which may result varying numbers of payments.
- 'Indefinite' sets the payments to continue at the chosen Payment Frequency, until the Patron contacts the Organization to cancel their recurring payments.
When the Recurring Type is set to 'Subscription', the Patron will be charged the total of their selected amount that day, and the same amount for each future payment. e.g. When the Patron chooses $30, they pay $30 when they click the 'Submit' button, each future payment is also $30.
When the Recurring Type is set to 'Installment', the Patron will be charged a portion of their chosen amount. e.g. If the Patron chooses $30, and the number of installments is limited to 5, they are charged $6 when they click the button to submit the form.
Click "Update" to save changes to Payment Options.
Donor Offset Fees
The Additional Fee feature is an option to add a fee to the payment. Organizations can use this to offer their patrons the option to cover fees involved in overhead/costs.
It is important to ensure that this action complies with any applicable laws that pertain to your organization. In some jurisdictions, charging processing fees to your patrons is prohibited by law. It is your responsibility to act in accordance with applicable law. If you are unsure whether such laws apply, consult with your legal counsel.
It is also best practice to act in accordance with Credit card regulations. For reference, below are links for MasterCard and Visa surcharge regulations.
Reference Links
MasterCard: https://www.mastercard.us/en-us/business/overview/support/merchant-surcharge-rules.html
Visa: https://usa.visa.com/support/small-business/regulations-fees.html
To add Additional Fee, change the Add Additional Fee field from Disabled to Enabled - Automatic or Enabled - Opt In.
The Donation and Additional Fee create two line items on the transaction. If the fee is tax deductible, two line items are needed for accounting purposes. But, if it is not tax deductible you can now have the transaction create one line item, so only one Opportunity is created in Salesforce. Select the radio button "Combine additional fee with item amount and post as one line item".
With Additional Fee you may customize the language that appears on the donation form, the Item Name for the Receipt, SKU, GAU, the Additional Fee rate and Tax-Deductible portion.
Click the UPDATE button to save changes you make to the Additional Fee section .
Effective Net Rate
Additional Fee can calculate the extra payment needed to recover the set fees. Follow the instructions below to set up.
1. In the Additional Fee fields enter your operational overhead fees.
2. Click the checkbox for Adjust Fee to match the Effective Net Rate.
3. Click UPDATE button to save changes.
End User Experience: A donation amount must be chosen before the additional fee options display on the form.
Payment Scheduling
Offer your Patrons specific date/s to schedule their transaction to be charged. Pre-authorization does create a $0.00 transaction when it is scheduled, and as a result incurs an additional "per transaction" fee.
Set the scheduling options for your Patron by:
- Specific Date - useful if you have a 'giving day' campaign event, and would like your Patrons to be able to participate when they receive marketing materials rather than wait for the day of the event.
- Specific Days Of Month - useful to consolidate when transactions occur
e.g. limiting a recurring donation campaign's transactions to the 1st and 15th of each month.
- Specific Date Range - allows the Patron to schedule their transaction to occur on any day within the range.
Your donation form displays your scheduling options to your Patron. When specific days/dates are allowed, the next available option is available for your Patron to choose.
The following Wildcard can be used to display the scheduled date of the transaction: {ChargeDate} You can add this Wildcard before the Submit button of the donation page.
Click "Update" to save changes to Payment Scheduling.
Custom Questions
Add custom questions to your form to collect additional information from your patrons at the time of their donation. CONNECT users may add the questions and their responses to the receipt template (REF: CONNECT: Receipts ). Additionally, Salesforce users can map responses to fields in Salesforce. (REF: Click & Pay (Salesforce): Settings - Custom Mapping)
Custom Questions are created in Movable "Sections," allowing one custom question to appear at the top of the payment form, another to appear in the middle of the form, and another to appear at the bottom. For example, Is this a Memorial Gift? can be places toward the top of the form and Join our Mailing List at the bottom. The movable Sections are created in Campaign Details > Custom Questions and then dragged and dropped to the desired location in the Form Builder.
The Custom Question hierarchy is: Movable Sections > Question Sets > Custom Questions. Within a Movable Section you can have multiple Question Sets. Within Question Sets you can have multiple Custom Questions.
Question Sets can be set up as conditional (Show/Hide).
Moving Legacy Custom Questions to Movable Sections
All legacy custom questions are put into the "Default Section" in the Movable Section hierarchy. In the example below, the first two Question Sets refer to Tribute Gifts, and the third refers to Gift Designation, which could be placed in a different area on the payment form.
Click the pencil under the Action Column on the left. Where is says Movable Section Name* click the dropdown under Default Select to "Create New." Enter the desired Movable Section Name, such as "Tribute Gifts" and update.
Repeat the process for the remaining Movable Sections. The tribute questions are now in one Movable Section, while the Gift Designation question is separated into its own Movable Section. You will be able to drag and drop them to different areas of the payment form in the form builder.
Creating a new Question Set
- Click "Create New Question Set"
- Select the Movable Section Name or create a new one, such as "Join Our Mailing List."
- Name the Question set and designate the order.
- Set Question Set Header to Display to "Show" or "Hide" on the Payment Form. Note: since the Headers all are editable in the Payment form, "Hide" may be the preferred option.
- Set the Content Display to "Show Always," "Hide Always," "Show Conditionally," or "Hide Conditionally."
- Save
- The new Movable Section has been created.
Conditional Custom Questions
Conditional Custom Questions are also managed by Movable Sections.
-
Question Set Content Display allows you to define the conditions when the current section is shown.
- "Show Always" - section is always displayed in the Custom Question block of the form
- "Hide Always" - section is hidden. This is useful for passing additional information with the form by setting the default value for the hidden question, and setting it as required.
- "Show Conditionally/Hide Conditionally" - section is displayed/hidden based on the specified response to a question in a prior section. Be sure that your conditional question's Section Display Order is larger than the section with the conditional response you will be using. For Example, use "Show Conditionally" for questions about additional information about a tribute gift. If the donation IS a tribute gift, these questions will show.
Create a New Custom Question
- Select the desired Question Set Name.
- Designate the display order for the question inside the section.
- Write the Custom Question. Max 200 characters.
-
If using with Zoom: Text-area type answers are limited to 128 characters in Zoom. Your Zoom reports will truncate to 128 characters, but CONNECT will retain the complete answer and post it to Salesforce.
Note: Salesforce Users: Use Custom Mapping to map values using the exact text of the Question.
-
If using with Zoom: Text-area type answers are limited to 128 characters in Zoom. Your Zoom reports will truncate to 128 characters, but CONNECT will retain the complete answer and post it to Salesforce.
- Check the box if the question is Mandatory.
- Select Type
- Text box - accepts few words of text as an answer. Max 100 characters
- Text area - suitable to accept multiple lines of text. Max 500 characters
- Picklist - offers a drop-down of restricted choices, recommended when answer will be used in reporting, as the responses are consistent.
- Radio button - good for single answer selection, equally good for reporting.
- Check box - use when more than one option may need to be selected. The checkbox option is designed for a 'check all that apply' approach, and so requires a minimum of two options
-
Options - Custom Questions with the "Radio button" or "Checkbox" Type create a table to enter desired information
-
Click the "Add option" button to add additional options or use the
icon to remove options.
- SKU Suffix - The SKU suffix is a way to append additional text to the Item SKU (assigned in Payment Options), allowing the SKU to vary based on specific answers to custom questions.
For example, your question is "Tribute Type", with options of "Honor" and "Memorial". Your campaign has an Item "Donation", with a SKU of "DON". You then use a SKU suffix of "-TRIB-HON" or "-TRIB-MEM". When the donation is recorded in Salesforce, the Donor Management app (PaaS) sees the total SKU is "DON-TRIB-MEM" and notes the rule in C&P Settings that maps the NPSP Tribute Type field as "Memorial" on the Opportunity.
- Selected - Radio and picklist questions can be selected by default when the payment form loads.
- Save.
-
- Toggle the blue arrow at the left of the section to see that your new Custom Question has been added to the Movable Section.
Note: Salesforce Users - If you intend to map answers to fields in Salesforce, best practice is to match your question's text, type, and answer options to the field label, field type, and picklist values.
Conditional Custom Questions
Conditional Custom Questions are also managed by Movable Sections.
-
Question Set Content Display allows you to define the conditions when the current section is shown.
- "Show Always" - section is always displayed in the Custom Question block of the form
- "Hide Always" - section is hidden. This is useful for passing additional information with the form by setting the default value for the hidden question, and setting it as required.
- "Show Conditionally/Hide Conditionally" - section is displayed/hidden based on the specified response to a question in a prior section. Be sure that your conditional question's Section Display Order is larger than the section with the conditional response you will be using. For Example, use "Show Conditionally" for questions about additional information about a tribute gift. If the donation IS a tribute gift, these questions will show.
Terms & Conditions
- Show Terms & Conditions - enables Terms & Conditions to be displayed on the form.
- Require users to confirm that they have read Terms & Conditions before checking out - Patrons must check the checkbox before they can process their transaction.
- Include on the receipt - enables the Terms & Conditions text to be included on the receipt. You must also include the merge field for Terms & Conditions on the receipt itself. It is included on the System Default Receipt.
HTML Editor
Use the HTML editor to format the Terms & Conditions text displayed on the form and its default formatting on the receipt.
Click "Update" to save Terms & Conditions.
Messaging & Receipt
Based on Receipt Settings indicates that you would like to use the receipt specified under CONNECT Settings, essentially the receipt specified for your organization's account.
Select Customized if you would like to use a different Receipt Template for transactions through this Campaign. Once selected, you are presented with the same Receipt Settings offered for the organization account, so you may customize them for the specific campaign.
Wildcards in Custom Receipts
An organization my wish to have custom information appear on receipts, and in different locations on the receipts. For example, an organization with many chapters may want the Chapter Name at the top of the receipt and the Chapter EIN and Mailing Address at the bottom.
Campaigns > Campaign Details > Messaging and Receipt > Customized.
Scroll to the bottom, below the Peer-to-Peer Receipt Settings. Wildcard1, Wildcard2, and Wildcard3 fields are available. Enter the desired information for each wildcard. In the receipt builder, place each wildcard in the desired location, customizing the font size and color as desired.
Related Article: CONNECT: Receipts
Third Party integrations, including Salesforce, may offer additional options for sending emails in response to a transaction, and these integrations offer an option to turn off the "Default System Receipt", referring to the CONNECT Receipt. Within Click & Pledge, "Receipt" typically refers to the CONNECT receipt, whereas C&P Salesforce apps have "Autoresponder" and "Registration email". All of these function independently of the CONNECT receipt, meaning your patron could receive multiple emails for the same transaction.
Third Party Integration
Enable and configure options for relevant third party integrations you have added to your account under CONNECT > Settings. Typically, this adds that integration to your payment forms for the campaign in some fashion.
For example, enabling a mass email integration adds a checkbox to the form for mailing lists on the mass email account.
Related Article: CONNECT: Third Party Integration
Click "Update" to save changes to Third Party Integration.
GiveBig® Campaign Integration (optional feature)
GiveBig® is a platform designed for Giving Day fundraising, typically organized by a parent organization for participating organizations.
Choosing the GiveBig® program from the dropdown assigns the transactions given through that program to this campaign.
Click "Update" to save GiveBig® Campaign Integration.
Payment & Comment Stream
About Payment & Comment Stream
The Payment & Comment Stream area manages the settings for the CONNECT Campaign's "Recent Activity" feed, which is displayed with widgets on CONNECT.clickandpledge.com's webpages. The Payment & Comment Stream can be set to show Payment/Comments for Campaigns, Teams and Fundraisers. These widgets can be included on the Peer-to-Peer Site page designs.
Payment & Comment Stream adds 3 fields to the Campaign's payment forms:
Payment & Comment Stream Settings
-
Payment & Comment Stream - defines whether to include fields on payment forms, and whether the Stream is moderated
- "Show - Approved Automatically" - displays the fields to the patron on the payment form, and adds their responses to the feed as soon as they submit their transaction
- "Show - Moderated" - displays the fields to the patron on the payment form, and requires approval of their Public Comment by CONNECT users (under Transaction Detail) before adding the comment to the feed.
- "Hide" - Payment & Comment Stream fields are no longer included on Payment Forms
- Allow Anonymous Option - if checked, the "Make this donation anonymously" option is included on the payment form. This field is strictly for the Payment & Comment Stream feed, rather than to collect a Patron's recognition preference for other media distributed by your organization. If you wish to note the patron's preference for the transaction to be anonymous "in general", collect that preference by creating a Custom Question.
- Allow Display Name Customization - Allows the patron to provide their own text to show as their Display Name in the Live Stream feed.
- Stream Display Format Wildcards - This text is a reference for you to use as merge fields in the Stream Message Format field.
- Stream Message Format - Creates the content format for each post included in the feed. If you would like the donated amount to remain private, remove "${Amount}" from the text here.
Click "Update" to save Live Stream/Patron Comments.
Payment Forms
Building CONNECT payment forms is focused on the styling aspect of your donation form - the "properties" of the form follow the values set for the Campaign.
All Click & Pledge payment forms include reCAPTCHA to validate donors. reCAPTCHA helps prevent robotic attacks on webforms which, unfortunately, happens much too frequently. The use of this feature protects customers from excessive fees from fraudulent credit card transactions if their payment form were attacked.
To change features of your form like the amounts offered, whether recurring options are available, or adding custom questions - refer to the other sections of Campaign Details.
Features of Payment Forms
- Payment pages are created within a specific Campaign. In your Campaign Details > Payment Settings you enter donation amounts, recurring options, payment types, custom questions, receipt information, etc. Your Payment Form then pulls the information from Campaign Details into the form design you manage in the Form Builder.
- You may create an unlimited number of custom payment forms
- Forms can be standalone or embedded into your site. Embedded forms must be on a secure HTTPS webpage.
- Forms are Mobile Friendly (responsive design)
- The builder allows you to manage the look of the forms
Comparison of Payment Forms and Widgets
Payment Forms
- Form Builder payment forms have a full-page design.
- Amounts, payment options, and credit card information are all within the one-page design.
- You have flexibility to rearrange sections, add text and images (jpg, jpeg, png, and gif) to your form.
Widget
- Widget payment forms are a click-through format.
- Additional text and images can be added into organization and campaign information and can be shown in the initial pages of the widget.
Payment Form - Form Builder
Create a Payment Form for your Campaign
- Under Campaigns & Forms choose your Campaign name
- Under your Campaign click Form Builder
- Choose a template from the images and click ‘Select’
The form is editable. Any section can be rearranged by drag and drop. After making changes, click Save to save the changes.
NOTE: Created form builder will be available under Campaigns > Payment Forms > Form Builder > Saved Forms. When you go back to the previous tab, click “Refresh” to see your new Payment Form.
Section Title
Click on a Section Title to show text editor.
Amount Button
Button layout can be edited in two ways. One is by combining both amount and label and another is by separating amount and label. To edit Amount and Label, go to the respective campaign > Campaign Details > Payment Settings > Payment Details > Item Label (Set to Customized) and enter the desired Label and Amount in the respective fields.
If Button layout is set to Amount and label combined, you can place maximum of 4 buttons in a row.
If Button layout is set to Amount and label separated, you can place maximum of 2 buttons in a row. To edit Amount and Label, go to the respective campaign > Campaign Details > Payment Settings > Payment Details > Item Label (Set to Customized) and enter the desired Label and Amount in the respective fields.
Amount and Label styles can be customized.
Background color and border color of the button can be customized by choosing the desired color
from the Color-pick.
Text color for the button can be customized by choosing the desired color from the Color-pick.
To customize the selected amount button, use selected bg color, selected border color, selected
text color.
Enter the font size of the button. You can choose the font style from the font family.
NOTE: Label Style will appear only when Button Style is set to "Amount and Label separated."
Movable Custom Questions
Custom Questions contain movable sections. Each movable section has a green drag icon at the upper right-hand corner. Drag and drop each section to the desired location.
Thank You message
Default Page (Recommended): The settings given in Default Page of 'Thank you' Message will reflect in the social share of Thank You Page (Page comes after completion of transaction). Message title and Message body is nothing but the email subject and email body. In Share link, enter the link to which it need to be redirected by clicking on the image (Upload the image in the Shared Image field). Upload an image from the computer. Make sure that the image size is less than 8 MB with minimum size pixels as 600w by 315h and maximum size pixels as 1200w by 630h. jpeg, png, bmp and .gif are the valid image formats. Size your image by placing the crop box at the desired location on the image. To change the image, click on ‘Cancel & Revert’ button.
NOTE: The share link and shared image will be displayed on a criteria basis. System will check for share link and shared image in the payment form first, if it is empty then it will retrieve from Campaign > Social Networks > Social Share Message.
Redirect (Advanced): Enter the Success and Declined landing page URLs. Make sure that the given landing pages are https. Different URL parameters will be added as extension based on the donation result.
Success URL: If the donation is successfully transacted, then the page URL will be extended automatically with the Order Number, Result & Response of the transaction, Total amount, Reference Id and Tracker.
Decline URL: If it is a declined donation, then the page URL will be extended automatically with the Order Number, Result & Response of the transaction and Total amount.
Optional Parameters:
RefID = Reference ID [pass through and NOT saved]
TRK = Tracker [50 characters limit - saved & available in reports]
The optional parameters are the ones that if passed in the original URL will be included in the response.
Examples:
Form URL: https://connect.clickandpledge.com/w/Form/190f31dd-1c1c-497c-8ef2-5a3694a3cb7e
Form URL with RefID and TRK: https://connect.clickandpledge.com/w/Form/190f31dd-1c1c-497c-8ef2-5a3694a3cb7e?RefID=123456789ABCD&TRK=WhateverGoesHere
Diagram of Form Builder Settings
Note: To use the Accessibility feature for disabled people, have to install the NVDA screen reader, which can be downloaded free of charge. The mentioned NVDA screen reader is not supported on macOS.
Add Payment Forms to your Website
Once you have created a Payment Form [Fundraising > Campaigns > Select Desired Campaign > Payment Forms > Saved Forms] there are three options to display the forms:
- Direct Link. Direct Link is a Standalone webpage.
- Inline Iframe. Inline iframe is code you can embed into your website.
- Overlay. Overlay is iframe code that appears over your webpage.
To retrieve the code for the options, go to a created payment page and click the Get Code icon.
Direct Link and QR Code
Inline Iframe
Squarespace
There is a specific process to embed a donation form into Squarespace. The video below provides the instructions to embed into Squarespace.
Overlay
WordPress Plugin
For instructions to use the WordPress plugin, refer to this article: CONNECT: WordPress Plugin
Payment Form - Widget
Create a payment Widget for your Campaign
Payment widgets can be sent to donors for donations. Get Code option is available to provide the direct link and embed code of the widget.
Click Widget.
Click 'New Form'.
Widget name is the only mandatory field.
Sections: Enable the checkboxes for the necessary sections in page 1 and 2 of the widget.
Color: Select the 'Progress bar' color.
Label names can be changed according to the need.
After making all the changes, click Update to save.
Preview: Update & Preview button helps to see the preview of the widget based upon the changes made before clicking Update button.
Get Code (Right top): Click Get Code to get the direct link and the embed code of the widget.
PayQuick.ly
PayQuick.ly is a short-form donation solution. It allows organizations to place donation buttons around the edges and corners of their website pages, enabling patrons to make quick donations using payment wallets such as PayPal, Google Pay, and Stripe's Link. Small buttons, either round or rectangular, slide the payment form into view. As these forms are designed for quick payment, limited information is collected.
These buttons are "sticky," staying on the page as the user scrolls up and down.
PayQuick.ly forms may also be embedded directly into the website, without using the buttons.
The organization creates a campaign, designs the buttons, gets the code, and enters the code in their website. Patrons may then "PayQuickly!"
Overview
- Customized Icons are placed in Buttons that expand to reveal a short payment form.
- Custom colors may be selected for the Button.
- Buttons may be placed at any of the four corners of a website page, or in the middle edge of the top/bottom or sides.
- Each Button generates a code that points to a specific campaign.
- Only one Button may be used per webpage.
- Different Buttons may be used on different webpages pointing to different campaigns.
- Unlimited number of Buttons may be used on a website - for example, a button on the home page may point to general donations, while a button on an events page may point to that event campaign.
- PayQuickly forms include a link to a traditional form for credit card payment.
- Donations post to Salesforce (if using Salesforce Click & Pay Suite).
PayQuickly forms can be created automatically in the Form Builder when creating a new payment form. If a payment form has already been created, the PayQuick.ly must be created in the PayQuick.ly section under the Form Builder. The default payment form created in a new campaign is an existing form.
How to Create a PayQuick.ly from a new Payment Form
- Open the campaign
- Go to Form Builder and create a new form, customizing as desired.
- Save the form. Check the "Auto-create a PayQuick.ly Form" box.
- The PayQuick.ly form will now appear when you click on PayQuick.ly under Payment Forms in the left-hand menu.
- Click on the form name in blue to edit.
- Enter any desired SKU or Tracker.
- Enter the Form Header and the Payment Selection Header.
- Enter the Customized Text for the pop-up on the round button or for inclusion on the rectangular button.
- Select the Alternate Payment Form to be used for Credit Card Payments.
Select the icons, positions, and colors for PayQuick.ly. Click SAVE button when finished.
After saving, the screen will show a preview link and the code to copy to your website. The preview will show a white page with your icon in the correct position. The round buttons are animated, and the text on hover will appear.
Code will also be provided to embed the PayQuick.ly form directly into your website without using a button.
How to Create a PayQuick.ly from an Existing Payment Form
- Open the campaign.
- Open PayQuickly under Payment Forms and select Add New button.
- Name the PayQuick.ly and enter any desired SKU or Tracker.
- Follow the steps outlined above for creating PayQuick.ly forms from new payment forms.
The embedded PayQuickly form will look like this. Note the link to the credit card payment at the bottom.
PayQuickly Buttons may be duplicated to save the design and choose additional page locations.