How do I use fundraising Campaigns on Custom Forms?

Allow donors to select a campaign

The best way to allow donors to select the campaign they are giving to is to have a campaign landing page.

Custom donation forms have several limitations.

Note: Custom forms can be completed by either individuals or companies when logged in to their accounts, but Public Access custom forms will only create individual accounts. They cannot be used to create new Company accounts.

Note As Well: If you make changes to any custom fields, standard field values, campaigns or membership terms, these changes will NOT be reflected on custom forms.

You will need to un-publish and remove those fields then re-add them. When you do this, you will notice that this field is no longer available under the Statistics Report section of the custom form configuration page. The data was not lost, it just won't be shown under the custom form/survey stats. Or you can create a new custom form and use the Copy Page function to copy an existing page over to a new form.

However, it is possible to allow donors to select which campaign to contribute to on a custom form that accepts donations. Here's how:

Navigate to Web Content > Custom Forms > New Custom Form.
Select either Donation Free Input or Donation Levels for Support Payment.
Drag the Campaign field onto the form.
Select the Campaign field.
Check the campaign options which should be available in the dropdown menu.

Continue editing the form & publish. When you view the form, there will be a dropdown that allocates the gift to a selected campaign.

Auto-assign to a specific campaign

If you want donations coming through a custom form to be auto-assigned to a campaign, drag in the campaign field.

You must also make sure to drag in the Amount or the Donation Levels field.

To auto-assign, the Hidden Field option must be checked and a campaign must be listed in the Default Hidden Campaign field. For this example, 2014 Campaign is listed in the Default Hidden Campaign field.

Once you have added your desired fields on to your Custom Campaign Donation Form, press the Save button.

When you are ready to go live with your new Custom Campaign Donation Page, click the Publish button.

When you go to the URL for your new Custom Campaign Donation Page, you will see that the Campaign field is not visible. Any donations made on this page will be automatically assigned to the Campaign that you have previously selected when you created this form.

After the constituent fills out your Custom Form, they will be taken to a secure payment page.

Articles in this section

Allow donors to select a campaign

Auto-assign to a specific campaign

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