In This Article:

    Create and Edit Donation Pages

    In This Article:

      Overview

      When to use it

      A donation page allows your supporters to contribute money to your organization. It will collect their personal information and credit card number, then submit the transaction to your merchant gateway processor. Salsa will then display a thank you or redirect page to your supporter, and record the status and details of the transaction in a donation record.

      How to get there

      To get started working on a donation page, you'll need to navigate to the Donations package:

      • Create a Donation Page will allow you to start a new page from scratch
      • Edit a Donation Page will list all your existing donation pages, and allow you to edit them

      D1.png

      Donation Page: Content

      Reference Name is entirely an internal name, invisible to the public. Use organized, specific titles such as 2015 January - Breakfast Taco Fund Pageto make sorting and locating easier.

      D2.png

      Header text and information appears at the top of the finished donation page the supporter will see, above the donation form itself. Use the WYSIWYG editor to edit text and insert/upload images, or click the Source button and paste in HTML code directly.

      D3.png

      Footer text and information appears below the donation form, and is generally used for either additional information about the page or identity information about your organization (for example, this might be where you put your tax-exempt status).

      D4.png

      Donation Page: User Info

      Salsa automatically requires First Name, Last Name, Email Address, and Address information because these fields are necessary to process a credit card transaction.

      • You can add more fields, including custom fields, by clicking Add a new field and selecting the new field from the drop-down menu.
      • You can make any field required by clicking the "required" check box next to it.
      • Remove fields by clicking the button with the minus symbol to the right of the field name.

      D5.png


      To change the order of the fields, Click the Use Field Order Shown Below box, then change the order of your saved fields by click the drag handle next to any field, and holding down your mouse button as you move it up or down the field list.

      D6.gif

      Groups

      Choosing one or several groups here will automatically add your supporters to the corresponding groups when they submit a transaction. (Learn more about groups.)

      1. Click Add a group
      2. Click in the search bar area or the search icon
      3. Find and select the group you want to add

      D7.png

      Donation Page: Amounts

      • Enter amounts in Comma delimited Amounts like 5,10,20,50,100. Don't use spaces or dollar/currency symbols. All Salsa donation pages will always provide an Other (fill in the blank) option for donors.
      • Select Include Recurring Payments to add recurring options to your page. Make sure your Merchant Gateway allows Recurring Payments before using this option.
      • Selecting Include Only Recurring Payments will remove the option of one-time donations on this particular donation page.
      • The Include Payments By Check (a.k.a. Electronic Funds Transfer/EFT) option is only available with the PayflowPro gateway. Selecting this box will enable a supporter to donate directly with their bank account. Contact support if you want this option enabled on your account.

       D8.png

      Use the Merchant Gateway section to select the specific gateway you want to use, this is only applicable if you have more than one on your account.

      d9.png

      Donation Page: Follow Up

      In the Assign Email Autoresponses section you can choose what type of automated message a donor receives after donating. See the guides on Autoresponses/Email Triggers and Streaming Emails for further information.

      D10.png

      Enter content in theThank You Page Text section if you wish to display a simple thank you message after a donation.

      d11.png

      If you want to send a donor to an entirely different page after donating leave the Thank You Page Text blank and enter a URL in the Redirect field. Make sure to include http:// or https:// in your redirect URL to ensure it redirects correctly.

      d12.png

      Donation Page: Optional Text

      The Optional Text tab of the Donation workflow allows you to personalize and customize the content on your donation page. This is an optional step and can be skipped entirely, if you prefer.

      • Text and content entered in the Pre Donation Text will appear directly above your donation amounts.
      • Text and content entered in thePre Custom Text will appear directly above any custom fields added to the page. Leave blank if not using custom fields.

      D13.png

      The Custom Donation HTML section is used to add elements to your page to give it a unique look and feel. You should only use it as directed by Salsa Support or your organization's current practice.

      Please note: any code entered in this section will override both the amounts entered in the Comma Delimited Amounts section and the Pre Donation Text section. You'll want to make sure that you've moved any code/text from Comma Delimited Amounts and Pre Donation Text into your Custom Donation HTML.

      An example of custom donation HTML can include changing the donation values to 10, 20, or 30 dollars. This code that you would add in would like the following:

      <p><input type="radio" class="radio" value="10" id="amount10" name="amount"><span class="dia_field_name">$10 - One ticket</span></p>
      <p><input type="radio" class="radio" value="20" id="amount20" name="amount"><span class="dia_field_name">$20 - Two Tickets</span></p>
      <p><input type="radio" class="radio" value="30" id="amount30" name="amount"><span class="dia_field_name">$30 - Three Tickets</span></p>

      You can also use custom donation HTML, to have a donation amount pre-selected when your members visit your donation page. The following piece of code would check the value “$20 - Two Tickets”:

      <input type="radio" class="radio" value="20" id="amount20" name="amount" checked = "checked"><span class="dia_field_name">$20 - Two Tickets</span>

      When using Custom Donation HTML, it is always important to test your page before you publicize the link in an email blast or on a webpage. For more information testing a donation page, read here.

      • Adding content to the Confirm Box Text section will add a checkbox to your donation page. Donors will not be allowed to submit their donation without clicking the check box next to this text.
      • Adding content to the Pre Submit Footer will add content above the Submit button.

      D14.png

      Donation Page: Options and Previewing your Donation Page

      • Use the Number of Columns option to select between a single or double column page.
      • Use the Minimum Donaton Allowed section to set a minimum amount. Must be at least $2 or above.
      • Use the Maximum Donation Allowed section to set a max amount, if left blank the amount will be set to $25,000.
      • Use the Default Tracking Code section to assign a specific Tracking_Code to all donations that come in from this page.
      • Checking the Include In-Honor-Of Donation option will add three fields to your donation page to collect In-Honor-Of information.

      D15.png

      • Checking the Include Designation Code option will add a fill in the blank box to the page, it saves to the Designation_Code field.

      D16.png

      • Checking the Include In-Memory-of Donation option will add one field to your donation page to collect In-Memory-Of information.

      D17.png

      • Checking the Disable option will deactivate the page. If you have a redirect set in the Follow-up section the page will redirect to that page. If not, the page will load with the message "This page is no longer available." -- this is uneditable so we recommend setting a redirect.
      • Use the Tax Status to set a specific Tax_Status for all donations that come in through the page.

      Preview and Publish Your Page

      Previewing and publishing is the same for all Salsa pages. Review these instructions for a quick How To.

      Was this article helpful?
      0 out of 0 found this helpful
      Have more questions? Submit a request

      Comments

      20 comments
      • where is the documentation directing one to possible tax status values and how they are automatically recorded with a persons online credit card donation (we use paypal pro flow).  Again, how is tax status assigned into a persons donation record.

      • I see it now, it is on edit a donation page of the "donations and Webstores" tab

      • Hi Steve,

        That's taken care of in Step 7 - Options. You'll see it just above the comment section here under Tax Status.

      • Is there a plan to add 501c6 as a tax status?  If not, can I do that manually?

      • Hi Jennifer,

        That's a great request, so I've filed that under our Feature Requests forum here: https://help.salsalabs.com/entries/23517463-Add-c6-as-tax-option-when-configuring-donation-pages-manually-entering-donations

        We'll be sure to update that thread when the change has been made.

      • Under Option 6, there's a link that's not working:

        "For more information testing a donation page, read here."

        Where do I go to learn how to test donation pages?

      • I'd like to collect the donor's information AFTER they read their options for donating. Is this possible? My custom HTML has a long list of benefits for each option of support and its a long way back to the fields at the top, and then down again to fill out the credit card information!

      • Hi Valda!

        You may consider having a second page - on the Follow-up tab of your donation page, set the redirect to a sign-up page with all the additional fields for benefits and support options. It keeps the donation page nice and tidy, and still collects all the info you need on the signup page. (You could also switch this - direct them to the signup page first, then after completing the signup page, they are sent to the donation page.) 

        If you're looking to re-arrange the fields as they're laid out on your page right now, I would recommend emailing Support@salsalabs.com to get some specific advice for your page layout. 

      • Where would you direct people do if they set up a recurring gifts and they decide they want to edit their recurring gift information.  Can they log in to do this themselves?

         

      • Great question. Once a recurring donation is submitted, from that point on the merchant gateway itself handles all aspects of the subsequent donations. In other words, any edits to their recurring gift information must be submitted and managed through the merchant gateway itself, not Salsa.

         

      • Why doesn't the Thank You page include the donor's donation information?  I thought it used to, but it's not showing for us anymore.

      • Hi Jeffrey,

        You'll need to configure the text on your Thank You page to include merge fields, as seen here: 

        https://help.salsalabs.com/entries/22421676-Autoresponses-Email-Triggers#2

      • Can the option for recurring donations be limited to just every year?

      • We would like to use the donation page for a fee for service purpose. That means that the "other amount" option is not an option really. Is there a way to code this out? I can't seem to find an option to do so.

      • Hey Libero! Sorry this took a while to respond to, but you can see how to get rid of that field in our Salsa Solutions section here. Thanks so much!

      • Is there a way for the donation amounts to be the first thing on the page, above the supporter information collected? This seems to be a fundraising best practice...

      • Could I get help with the HTML to add an "other" option to my list of custom amounts? Thank you!

      • Hi Sarah and Faith,

        Both of these requests are possible - you might want to check out the Donations Solutions section of Salsa Commons for more advanced tips like these.  Here are the specific requests you're looking for:

      • Is there a way to center or insert the donation amounts and user info into a table that then might be centered?

      • Is there a way to copy an existing donation form (one that we are currently still using and want to continue to use)? I need to create a new donation form and prefer not to start from scratch.

      Please sign in to leave a comment.