During these uncertain times like COVID-19 and other issues happening around the world you would definitely need to raise money.
If you’re a Non-profit or an organization looking to raise money this is your answer.
Would you like to learn how to create simple donation forms that can help you Jumpstart your fundraising?
In this blog, we’ll go over how to create online donation forms to help you raise money with your WordPress Website.
Table of Contents
Benefits of Having An Online Donation Form.
I’m sure you are wondering what’s the benefit of having a donation form on your WordPress website. So here are the benefits:
Easy to Give – Having a donation form on your website makes it easier to collect donations.
Simple to Transfer – Just by having a form on your website with a payment option, it makes it quite simple to transfer the funds.
Seamless to Connect – Just because you’re easily able to collect donations, you can customize fields in such a way that you can collect contact information that makes it seamless to connect with your donors.
Step 1: Create a Nonprofit Donation Form.
So, let’s get started.
The first step is to install WPForms Plugin, it’s the best plugin in the market that allows you to build custom forms without any coding experience and it can do a lot of things that other plugins can’t.
Click here to download WPForms Plugin. In order to install it, go to Plugins > Add New and upload it & activate it.
Now in order to create the form, go to WPForms > Add New. Now choose Donation Forms.
You can now create a donation form on the next page.
Step 2: Customize the Form Fields.
If you see in the previous step, you’ll notice that the donation form has all the necessary fields like:
– Donation Amount.
– Comment or Message.
Those are the predefined form fields. You can customize them by adding additional fields to your donation form by dragging them from the left hand panel to the right hand panel.
Then, you can also click on the field to make any changes you want. You can also click on a form field and drag it to rearrange the order within your form. This way you can structure it according to your fundraising campaign needs.
Basically the donation form field is just a single Item field where you can enter the amount they want to donate. There is also an option to include multiple choice options or dropdown fields too.
In the below example, you’ll see how to add a multiple choice payment fields that has several donation amounts to choose from, while also having the option to enter different amounts too.
If you want to create that, you need to drag the Multiple Items form field that’s found under Payment Fields, to the right hand panel. You can then move and place this new field above the Donation Amount field.
Next, you will have to click the form field to make changes:
- Change the label to something like “Donation Amount”.
- Change each item to show a different donation amount.
- Add another item and call it something like “Enter Amount”.
Now, scroll down and click the Required checkbox to be sure that people who fill out the donation form actually enter an amount before clicking submit.
Another thing you do is to customize the donation form to display the Single Item form field when the multiple choice option Enter Amount is selected.
Next, you can also click the “Donation Amount” form field to make changes.
Unclick the Required checkbox or people won’t be able to select the pre-defined donation amounts if that’s what they want to do.
Then, you can scroll to the dropdown menu labeled Conditionals. Select the checkbox Enable conditional logic.
Then, select the option to Show this field if Donation Amount is Enter Amount.
This way, anytime someone wants to enter their own donation amount by selecting the Enter Amount multiple choice option, the Donation Amount form field will display. (Isn’t that cool?)
Once you have customized the form, click Save.
Now let’s take a look at how to configure the donation form settings.
Step 3: Configure Your Form’s General Settings.
There are several different settings you need to configure when you’re creating a donation form within your WordPress website. Let’s start with the general settings first.
Firstly, go to Settings > General.
This is where you can configure the following options:
- Form Name — This allows you to change the name of your form.
- Form Description — You can use this to give your form a description. That’s just for you to know.
- Submit Button Text — This is basically just to customize the copy or the text written on the submit button.
- Spam Prevention — This is actually to stop contact form from being spammed. It has the honeypot feature or Google reCAPTCHA. The honeypot feature is automatically enabled on all WordPress forms so if you decide to use another form of spam prevention, you can unclick this option whenever you need.
- AJAX Forms — By Checking this option you enable AJAX settings. This doesn’t allow page to reload whenever you submit using the submit button. (Basically a code runs on the background from form reloading).
- GDPR Enhancements — You can disable the storing of entry information and user details, such as IP addresses and user agents, in an effort to comply with GDPR requirements.
Now that the general settings are taken care of, you can click Save.
Step 4: Configure Your Form’s Notifications.
Now, let’s go the next settings.
Notifications are a great way to send an email whenever a donation is made on your website. This notifications are to notify the people who have made a donation. This builds more trust and showcases/acknowledges the donation.
So whenever someone makes a donation on your site, you’ll get a notification about it. (Unless you disable it).
Did you know that with the help of smart tags, you can send a notification to the website visitor when they make a donation, letting them know that you’ve received their donation and will be in contact shortly. This assures site visitors their forms have gone through properly.
Lastly, if you want to keep branding across your notification emails consistent you can do that as well.
Step 5: Configure Your Form’s Confirmations.
Let’s discuss how to configure the form’s confirmation settings.
Form confirmations are messages that display to website visitors once they submit a donation form on your website. They let people know that their donation has been received and offer you the chance to let them know the next steps.
WPForms has three confirmation types to choose from:
- Message. This is the default confirmation type in WPForms. So when a website visitor makes a donation, a simple message confirmation will appear letting them know it was received.
- Show Page. This confirmation type will take website visitors to a specific web page on your website thanking them for their donation.
- Go to URL (Redirect). This option is used when you want to send site visitors to a different website.
Let’s understand how to set up a simple form confirmation in WPForms so that you can customize the message website visitors will see once they make a donation on your website.
First, click on the Confirmation tab in the Form Editor under Settings.
Next, select the type of confirmation type you’d like to create. For this example, we’ll select Message.
Then, customize the confirmation message to your liking, and click Save when you’re done.
Step 6: Configure Your Form’s Payment Settings.
In order to accept donations, you’ll need to configure your payment settings.
In order to configure the payments settings on the donation form, you’ll first have to install and activate the right payment addon.
For easy step by step instructions, check out this tutorial on installing and using the PayPal addon. If you want to use Stripe, you can find similar instructions for installing and using the Stripe addon here.
After you’ve done that, you will have to click on the Payments tab within the Form Editor.
In this example, we’ll set up PayPal to process donations.
Here are a set of instructions you should follow: (Refer image below)
- Click the checkbox to enable PayPal Standard payments on the donation form.
- Enter the email address associated with your PayPal account so that you can start collecting payment there.
- Choose the Production mode, unless you want to test your form first, then choose Test/Sandbox.
- Select the Donation payment type.
- Send all the website visitors to a certain URL if they don’t complete their PayPal donation.
- Select your preferred shipping setting. (Refer Image below).
- Decide whether to allow the website visitors to include notes with payments. (Refer image below).
Once you’ve completed configuring the payment settings, you can click Save to save all those setting changes.
Now that this is taken care of, you are ready to add this donation form on to your website.
Step 7: Add Your Nonprofit Donation Form to Your Website.
Now we are in the final step, since we’ve completely created our donation form, you can go ahead and add it to your WordPress website.
WPForms allows you to add your forms to many locations on your website, including your blog posts, pages, and even sidebar widgets.
Let’s try the most common post/page embed option. (Refer Image below).
Create a new post or page within your WordPress website and then click on the Add Form button.
Next, you need to select the donation form from the list and click Add Form. (Refer Image below).
Then, once you decide to publish your post or page so your donation form will appear on your website.
Here’s what the form we created in this example looks like.
I hope this tutorial showed you how you can easily create a custom form on your WordPress website and start collecting donations or jumpstart your fundraising intiatives.
There can be a lot of different factors that come in the way of your fund raising.
All you need to do is to just install WPForms plugin and create a custom form for your needs, connect it to the payment gateway of your choice (like PayPal or Stripe) and start sharing it with the world.
Once you begin to collect money, you’ll be glad you can create similar other forms for various other needs using WPForms plugin and the cool collection of templates within it.