Telethons are a great way to fundraise because the deadline and goal can be an excellent way to motivate donors! Creating a form for a telethon is much like creating any other type of form, however there are a few configurations that will need to be made when creating your form.
For assistance on creating a donation form, read this article.
The first configuration that will need to be made when creating a form for a telethon is enabling a clear button to ensure the donor information is cleared once the call has ended with the volunteer. This will prevent the volunteer from mistakenly inserting the wrong donor information into the form. Navigate to the Content tab of your form and check the Show Clear button Box
When the call has ended the volunteer will be able to click the Clear button and the previous donor’s information will no longer be displayed.
CharityEngine also suggest adding a text field for the volunteer to enter the callers name so you can track who took what calls. To do this, navigate to the layout tab and add a Custom Field to collect the volunteer information.
Click the + button to add a field to the section.
Name the field and select Text as the type.
The next configuration that you will need to have for your telethon form allows you to select certain IP addresses to be able to access the form. This will only allow the volunteers to use the form and no outside IP addresses will be able to access it. Navigate to the Advanced Tab > Security Subtab > Fraud Tab and check Enable Trusted IP List Lock Down.
Because of the volume from a single IP address may look fraudulent, you will also need to check Exclude Traffic From Fraud to prevent the transactions from being flagged.
Next you will need to make a configuration that will clear the cookies to ensure that donor information is not saved and will not populate when the volunteers start inserting the new donor’s information. To clear the cookies, navigate to the Advanced tab and click the arrow to display more sub tabs. Click on Developers.
To prevent donors information from being save the information, uncheck enable cookie prepopulate.
The last configuration that you will want to make is adding a link to the success page that will send the volunteer back to the beginning of the form. This will save time when taking calls and provide an easy way for the volunteers to navigate back. To do this, navigate to the Content tab > Success tab and click Show Link Button, enter the text that will be shown on the button, and add the link to the beginning of the form.
Once all these configurations have been made as well as other basic form configurations, you will be able to make your form active and allow your volunteers to take donations from donors who have called in.