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 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”
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.