Step 1 - Create a Page
Before your Page set up, make sure that you have created your Page first. For details on creating a Page, head to Create a Form.
Step 2 - Designer Tab
Once you create your Page, head to the 'Designer' tab. Here you will see the following:
- Preview of the Page on the left
- Icons for viewing the Page via desktop and mobile
- Form tab with Page form sections that you can edit
- Style tab with stylistic components of the Page that you can edit
Step 3 - Form Sections
Under the 'Forms' tab within the 'Designer' section, you will see the available sections of the Page form that you can customize.
Within the donate section, you can adjust the following:
- Header and Body Text - that appear in the form.
- Donation Frequency - whether you want one-time, weekly, monthly, and/or annual recurring donation interval options. Click 'Edit Intervals' to select your preferences.
- Donation Tiers - preferred donation amounts you want to list as options for one-time and recurring giving options.
- Form Questions - any custom sections or fields you'd like to add to the form to collect about your donors.
- Options - additional form options such as:
- allowing the donor to opt-in to donating extra to support you in covering processing fees
- allowing donors to donate a custom amount outside of your donation tiers
- allowing donors to dedicate their donation to a specific person.
This section allows you to create a pop-up page that prompts one-time donors to opt into a recurring donation. Within this section, you can adjust the following:
- Header and Body Text - that appear on the Page.
- Percentage of Initial Gift - percent of the one-time gift amount that you want to offer as a recurring donation amount.
- Prompt Threshold - the gift amount threshold for a one-time gift that you want to trigger the recurring gift request for.
Contact Details & Address
These sections allow you to specify the contact & address information you want to collect from the contact filling out the form.
This section prompts you to select which Payment Processor(s) you want to use for this specific Form. If you're using KeelaPay, you can also toggle on the ability to accept Bank Transfers.
This section allows you to include a footer on your Form, and if so, what information you'd like to include.
This section allows you to customize the page that a donor will land on when they submit the form. You can use KIT's default submit page or direct donors to a custom link of your choice.
Form Closed Page
This section allows you to customize the page that a contact will land on if they click a link to a form that has been closed by your organization and is no longer active.
Step 4 - Style Settings
Under the 'Style' tab within the 'Designer' section, you will see the available sections of the form that you can customize.
- Image - upload an image to the form
- Image Settings - choose whether you want the image and form side by side ('half' setting), or padding between them ('fit' setting).
- Form Alignment - choose whether you want the form to fall to the left or right of the image
- Primary Button Color - the color for the primary buttons (e.g. 'Donate')
- Secondary Button Color - the color for the secondary buttons (e.g. donation amount tiers)
Step 5 - Settings Tab
Once you complete the 'Designer' tab sections, head to the 'Settings' tab of the form. Here you will find the following settings.
Before you are able to share your form, you will need to publish it. You can do this by clicking the 'Publish Form' button. Note: you will need to set up your payment processors before you can publish your form.
Once you publish your form, you will have various sharing options, depending on the format you have chosen. Below outlines the sharing options you can expect to see depending on the form format you chose.
- Public Link - a customizable URL that you can share on your website, email marketing, or social media, that will lead directly to a stand-alone webpage of your form.
- QR Code - a code that contacts can scan using the camera of their mobile device that will prompt a link that leads to a stand-alone webpage of your form.
- Embed Form - a code that you can paste into your website coding that displays a button that will lead directly to a stand-alone webpage of your form.
- Social Sharing - if you toggle this setting on, you will be prompted to fill out an image and description that will populate on your social media post when you share your form's 'Public Link 'on these platforms.
This will terminology might look a bit different depending on which region you are in (as each region has unique receipting terminology). If your donor is receiving an 'advantage' or 'material benefit' for their donation (ex. a round of golf or gala dinner), you can indicate this for your form. Any transaction that comes through this form will then have the amount of the advantage on the transaction record as well as the receipt for this transaction.