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Overview

You lot tin can create customized donation pages in Aplos to provide your donors an easy and convenient choice to support your organization with an online gift. Donors will exist able to hands create a one-time donation or gear up up a recurring donation to be candy on a selected monthly or weekly schedule.

Most Donation Forms

You can create an unlimited number of forms and build a grade for any occasion or purpose. Forms are hosted by Aplos and practice not require the system to have a website to use them. They are also mobile-responsive, meaning they are bang-up on any device. Organizations accepting donations must be based in the US or Canada. However, the donation forms can accept payments from anywhere. Once the donor completes the grade, they volition exist given a success message informing them their donation is existence processed, and they will also receive a customizable confirmation email receipt.

Creating A Donation Course

To create a course, go to Online Donation Forms by clicking the Donations section. Then click "Online Donation Forms." From here, you lot'll be able to create a donation class by clicking the green plus (+) button and then the New Donation Course push button.

Setting Your Donation Page URL

To get started, give your class a name and a custom URL. The URL path will exist displayed on top of your net browser and can be unique to your arrangement. See the case below. The custom URL was set as "Shelter," while "Animal_Rescue" (the primary URL) was provided by the organization'south setup. If y'all have non ready your organization's primary URL, or would like to edit it, get to Settings, and click "Org Info."

Customize The Donation Form Design

On the left side, you'll notice several headings that allow you to customize your donation forms, from design and branding to tracking donor data and donation customization. In the Pattern tab, you can add together personal manner to your online donation class with your system's colors and logo at the elevation of the course.

Y'all tin can select whatsoever of the default color schemes or click "Create New Style" to customize the color scheme for your course. If you select "Create New Style," you can see the options to cull your colors. Once you select your color style, give it a name, and click "Save." This volition prompt yous back to your grade where you can select your new custom way.

Logo And Main Paradigm

In this department, you tin choose to upload an additional paradigm or select one from your Aplos Library. This image will appear along with your logo on your class. Additionally, you can enter a custom message for your donors to see. This is a neat mode to appoint your donors and share your organization'southward story.

Collecting Donor Information

The Donor tab lets you customize the data you wish to collect about your donors. You lot can crave them to fill out certain boxes before finalizing their donation, such as their beginning name, last name, electronic mail, etc. Any information entered in these fields will automatically be tracked in your people database.

The three options mentioned are the minimum required fields, and they cannot be deleted. You can add together other information for donors to fill out, such as your ain custom fields. You can require these boosted fields by checking the Required checkbox. You tin can also click the red trash tin to delete whatsoever boosted fields you take added. Finally, y'all will see an option to "Add Total Address" at the bottom, which will requite donors the ability to include their address on the donation.

Customize Donation Amounts

You have two options for how you would like your donors to requite. The Quick Select choice allows you to provide your own donation amounts for donors. The Default checkbox will let you cull which amount will be the default option. You tin likewise edit the existing amounts. Simply click the pencil icon abreast the ruby-red trash can (which removes amounts) for any selection you wish to change. Y'all'll also be able to add additional amounts if yous would like more than 3.

If you prefer to requite your donors the option to split their donations across purposes in a single gift, you lot can select the Purpose Splitting choice. This will grant your donors the opportunity to give to multiple areas in your arrangement with one gift.

Subsequently you choose betwixt "Quick Select" or "Purpose Splitting," you can proceed to "Settings." From hither, you can allow your donors to send a sometime donation or create a recurring donation. You can too let donors to donate on behalf of companies. When this setting is enabled, any new donors who donate as a company will be created as a new company contact in your database, if the proper name of the visitor does not already exist. Afterwards you choose your settings, y'all tin continue to "Purposes."

Selecting Purposes

You must have at least 1 purpose for each donation form. If you would like the option for donors to donate to a specific purpose, so you lot can select that purpose or add boosted purpose options. If you lot wish to have your online donations automatically tracked in your accounting, you lot must select a purpose that has been successfully linked to your accounting income and expense accounts.

If you haven't set up your purposes yet, you lot will desire to check out this resources to help get y'all started: How To Use Purposes In Aplos.

Donation Course Options For Donor Note, Donors Paying Fees, And Button Text

After you choose your purposes, you can continue to "Additional Options." From here, you tin give your donors the opportunity to increase their gifts to cover their transaction fees. Too, you can customize the donation push and offer donors the pick to leave a customizable note along with their donation.

Donation Form Debit, Credit, And ACH Payment Options

The Payment tab allows you to cull which payment options yous would like donors to use when donating. They tin donate by credit or debit bill of fare, or past ACH. You can choose to have one or both of these options available.

Analytics

In the concluding tab, "Analytics," y'all will be able to utilize Google Analytics on your grade. Google Analytics allows you to runway data on your grade, including the number of visitors and folio views, and the keywords that were used to find your grade.

You will beginning need your Google Analytics Tracking ID from Google. To obtain this, log in to your Google Analytics account. Locate the Admin icon on the bottom left of the page. Under "Property," click "Tracking Info." And so click "Tracking Lawmaking" and copy your Tracking ID. Once copied, get back to the online donation form editor in your Aplos account. Click "Analytics" and paste the Tracking ID in the empty field.

*Note: If your code begins with Thousand-***, you lot created your property to runway an App. To get a UA-*** website lawmaking, y'all will need to create a new "Web" property.For more than information on how to create a Universal Analytics Property, refer to Google's Universal Analytic guide.

Salvage & Publish

Afterward, you lot can click "Preview," "Save," "Publish," or "Exit" on the top right above the preview window. Choosing "Preview" will permit you to come across the last saved version of your form. "Save" will save your work without updating your published course. "Publish" volition update your class and make it active. Finally, "Exit" will leave your form without saving changes. Any saved forms will appear under the Donation Forms list.

You will want to ready your WePay account earlier activating your donation course. To learn how to set up WePay, check out the WePay Setup Guide.

Managing Your Donation Forms

You can ever make changes to your forms by clicking on the Actions icon on the far right side of the form.

• Edit: Make changes to your current donation grade.
• Re-create: Duplicate your current donation form then you tin apply your current settings and make edits for a new form.
• Add together To My Page: Yous take the option to add the grade to any website page or email past copying the URL link or copying the HTML for a donate button.
• Disable: Restrict access to the form. The form will non announced on the URL, but information technology can exist re-enabled at any fourth dimension.
• Delete: Remove the form on the page, too as any saved settings. This activity cannot be reversed.

Sharing Your Form

Once your class is created, you'll want to get the word out. You volition see some options for sharing your form by emailing information technology, sharing the URL, or adding information technology to your website. Once you are on the Online Donation Forms folio, locate the Donation Form list at the pinnacle of the page. Choice one of the forms y'all have already created, and click the Actions symbol on the far right side. From here, click "Share."

This will let you to quickly transport an email with a straight link to your donation grade without leaving your business relationship. You tin use this tool to send up to 10 electronic mail addresses at a fourth dimension. Separate the email addresses by commas, and preview your electronic mail before you transport. Once yous are ready to send your email, click "Transport."

Sharing A Link To A Donation Form

Another option for sharing your form is clicking "Add to my page." Once y'all click "Add to my page" on the Online Forms & Widgets screen, you tin can view the options for putting your form on your website. The following page will provide y'all with two options regarding donation buttons. The first choice will re-create the URL of the form, and you lot tin can add together it to an existing push button on your website. By copying the link shown, you can add a hyperlink to a link on your social media contour, a button in an e-mail entrada, or add a link from your website.

Creating A Donate Button

If you would like to utilize ane of Aplos' buttons, but click on the button of your selection, and a code for that push button will exist generated in the field below. Click on the Copy To Clipboard push button below the field.

Next, return to the spider web page you wish to add the button to, and make sure you are in the folio edit tool. Navigate to the Text tab, where you volition see the article's text along with the HTML lawmaking for the page. Search for the place on the folio where yous desire the button, and and so employ the paste tool to paste the button code you copied.

Once you salve your edits, your page should at present display the Donate button.

Other Resources

Managing Online Donations

If you lot would like to view details well-nigh your online donations, you can get to Online Donations in your Aplos account. This will include details of each donation, including the donor's name, donation corporeality, any associated fees, the status of their donation, and other data virtually the donation. You can also search within specific fields too as export this data. In your Aplos account, click "Donations" in the master navigation bar. Navigate to "Online Donations," and click "Online Donations" in the dropdown menu.

Creating Your WePay Business relationship

How To Prepare And Use Purposes

How Donors Can Give On A Donation Form

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Source: https://www.aplos.com/support/articles/online-donations-forms-overview/

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