- Go to: Configuration, then click on “Application Form Settings” found in the sidebar under Recruitment
- Click on the “Donor” tab
- 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”
- 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”
- Policy Settings
- 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
- View Custom Fields that are set to display on this application form