Create a donation form

This guide shows you how to build a donation form so people can give to your organization from a public web page. You can create as many forms as you like — for example, one for your general fund and one for a scholarship.

Who can do this: Admins with the Fundraising role.

Before you start

A new form is always saved as a draft first. It is not public until you activate it, so you can set it up without anyone seeing it.
Your form supports one-time gifts only. There is no repeating or monthly option yet — that’s coming in a later update.
Decide the suggested amounts you want to offer and whether donors can also enter their own amount.

Steps

Go to the Donation forms page. The admin sidebar has no donations entry yet, so open the page by its address: /admin/donations/forms.
Select New donation form.
Under Basics, enter a Name. This is your internal name — donors never see it.
Enter a Slug. You’ll see a live preview of the public web address as you type.
Add a Headline and Description if you’d like donors to see a short intro.
Under Amounts & giving, enter a suggested amount.
Select Add another amount for each extra amount you want to offer.
To let donors enter their own amount, leave Allow an open amount on, then set the Minimum amount and Maximum amount.
Under Donor options, turn on Allow anonymous giving, Allow dedications, or Notify a tribute recipient as you’d like.
For less-common options, select Advanced settings. There you can set the Write-back policy, a Fund designation (a free-text tag for your reports, such as “scholarship”), and any Terms the donor must accept.
Select Save. Your form is saved as a draft — not yet public.
When you’re ready to go live, select Activate form. Donors can now give at the public link.

Pause or retire a form

Pause it (reversible): open the form and select Deactivate form. The form returns to a draft and comes off the public link, but you keep all its settings. Select Activate form whenever you want it live again.
Retire it for good (permanent): on the forms list, open the row menu and select Archive. Archiving keeps all past gifts and receipts but stops the public page from loading. There’s no un-archive step, so create a new form if you want to start giving again.

Verify

You’ll know the form saved when a confirmation appears and it shows in your Donation forms list as a Draft — created, but not yet public. After you activate it, its status shows Active and it opens at the public link. On an active row, use the copy icon next to the slug to copy the public link and share it.

If something goes wrong

“A donation form with this name already exists” or “This URL is already used by another form” — pick a different name or slug. Each must be unique within your organization.
You can’t save because there’s no way to enter an amount — add at least one suggested amount, or turn on Allow an open amount.
“Maximum must be at least the minimum amount” — check your open-amount bounds; the maximum can’t be lower than the minimum.
A warning appears when you change the slug on a live form — changing the web address breaks any links already shared. Keep the slug the same once your form is public, unless you’re ready to reshare the new link.
The form is read-only — you have view access but not edit access. Ask an org owner for the Fundraising role.