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Allowing Organizations to Donate on Web Forms
Authored by:
on 4/24/2024 2:44:00 PM

Introduction

Within donation forms webform builder, you can allow your constituents to donate as an individual or an organization in a few easy steps.


Instructions

First navigate to Online > Search & Manage > Create New > Donation Form




Next, navigate to the Layout tab and manage the Contact Info section by selecting the Pencil




Toggle the Allow Donate as Org to Yes and click Save






Expand the fields within Contact Info to expose the I am donating as a... and Organization Name field.
 


Upon viewing your donation form, your constituents will now have an option to donate as an individual or an organization. Selection of organization will expose the Organization Name field for constituent entry. 


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