Donor Information Form Settings

  1. Go to: Configuration, then click on “Application Form Settings” found in the sidebar under Recruitment 
  1. Click on the “Donor” tab 
  1. General Settings 
    • Donor Signup Form Header Message: If desired, enter text you wish to display at the top of the page where existing and new donors enter their contact information and log in 
    • Click the [Save] button at the top of the page and continue to “Policy Settings” 
  1. Policy Settings 
    • Policy Settings 
      • Policy Acceptance: Check to require donors to accept your policies as the first step in completing the information form 
      • Display Policy: Check box if you would like the donor policies displayed at the top of the information form registration page (and enter text in the “Donor Policy Text” field) 
      • Policy Title: Enter a new label if desired (default: “Organization Policies”) 
      • Policy Acceptance Checkbox Label: Enter a new label, if desired (default: “I agree with the organization’s policies”) 
      • Policy Button Text: Enter new text, if desired (default: “View Policy”) 
      • Enter policy information into text box 
    • Click the [Save] button and continue to “Custom Fields” 
  1. Custom Fields: 
    • View Custom Fields that are set to display on this application form 
      • To edit, click on the [Modify Custom Fields] button 
      • Check the boxes to the left of each Custom Field you would like to change 
      • Scroll to the bottom, and click on the dropdown menu 
      • Select an option and confirm the change by clicking the button at the bottom right of the dialogue box 
    • Click the [Save] button 

Tip: Click on the [Interactive Sample Form] button of your application/information forms to see the preview. You do not need to fill anything in when you go through the sample form.  Note: Your banner graphic will appear at the top of the page when donors apply but it does not show up here. 

Note: You can click on the [Generate Link] button at the top right of screen, to access the link and QR code for your live application form.  

Updated on November 16, 2021

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