Accepting donations through the form builder

Example Use:

If you are wanting to have users of your site sign up for a paid event and collect the money for it you will need to use the form element and add the paid registration to it.  This can also be used as a mini store if you would like.

How to:

1. Login to your website.

2. Add a form element to your page if you don't already have one added, then click on the "Edit Form" button. This will launch the form editor.

3. Click the "Form Settings" tab at the top.  The form settings are broken into three sections including basic settings, advanced settings, and payment settings.

4. Click on "Basic Settings." Here you can edit the form name and description. Also on basic settings, you can add email addresses for entry notification if you wish and/or password protect your form.

5. Click on "Advanced Settings." This controls for the way the user gets confirmation of their submitted donation. You can choose "send an email" which will add a required email field to your form. You can click "edit" to set up the contents of the email you want to send to everyone who fills out your donation form. You can also edit the display message which will show up on the page after the form and the donation have been completed.

6. Click on "Payment Settings." If you want to accept donations on your form, check the "enable payments" box. This will open up a few more fields that you'll need to complete (see image below). We'll discuss configuring these settings in the next step.

7. Now that you've enabled payments, you need to configure the payment settings (see above image).

  • Base price: Since we're setting up a donation form, you will not need to fill in this information unless you have a set donation amount. If you do have a set donation amount, set your price in the base price field and everyone who completes the form will be charged that amount.
  • Payment processor: You can choose from PayPal, Google Checkout, or Authorize.net. When you select the correct processor, the fields below will request the information needed for the form to work with your merchant account. You won't be able to save your form until you enter valid merchant account information. Therefore, you will have to have an account already setup with one of these processors before you can use form payments.

8. Build out your form to collect the information you need. To add fields, click the "Add Fields" tab at the top and choose the fields you want and edit the text on and around the fields.

9. Finally, you can add a "price" field which will allow them to enter any donation amount.  In the example below we labeled it as a scholarship fund.

 11. Your donation form is now complete. Once it's saved to a live page on your website, your visitors can begin donating. When they submit the form, they will be taken to a checkout process through the payment processor you specified to complete the transaction.

 

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