How to add custom fields to the donation form


 
Customer Support
Last Updated: 3 months ago

The customization of "custom" fields for the donation form is really simple. In this video we are going to show you how to easily create them.

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We are going to explain the access steps and the different configurations 

ACCESS STEPS:

Step 805.

Access the campaign in which we want to customize any extra fields.

This can be a Rewards or Donation (crowdfunding) campaign, or a Donation Form.

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Step 2.

We now click on CONFIGURATION> Forms

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Step 3

Within <Forms> we access the section> DATA

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At the bottom, shaded in blue, we find a button with the option to create a field.

CONFIGURATION OF CUSTOM FIELDS

By clicking on "Create field" we access the different options

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  1. 805) Describe/name our field.
  2. 2) Optional field to assign a specific code to the field
  3. 3) The section of the form in which the field will appear in.
  4. 4) The format the field will have. 
  5. 5) How wide the field will be.
  6. 6) What type of donor will see the field.

 

805> Description>

We give the field a title. This is what the donor will see as the primary description.

3> Section>

We select whether the field will request simple data or extended data
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SIMPLE DATA                                                   EXTENDED DATA

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4> Type>

We can select different types of data entry input.

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Text> free text.

List> To be able to create a list with different values ​​to choose from.
The first values ​​are entered and by clicking "Enter" new values ​​are added.

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Date> The field will display a date format within the field.

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Email> Allows you to enter emails (beyond the one requested in simple data)

Description> For free text input. 350 characters approximately.

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True or false> Add a click box to be selected.

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5> Width>

It allows us to configure the new field in the same size as the rest of the form's boxes (100%), half their width (50%) or a third of their width (25%).

These different size settings allow us to combine two custom fields in the same line.

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6> Visibility >

It is now also possible to select whether a field is going to be visible by all donors, only natural persons or only legal persons:

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* All additional fields added are going to appear in the campaign reports.

 


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