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Donor Information Form Settings
Updated over a month ago
  1. Go to: Configuration, then click on “Application Form Settings” found in the sidebar under Recruitment

  2. Click on the “Donor” tab

  3. 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”

  4. 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”

  5. 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.


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