Forms 2.0 now supports free gift offers directly within donation forms using CharityEngine’s shopping cart and inventory capabilities. Organizations can configure gift eligibility based on one-time or recurring donation thresholds, while selected gifts are automatically tracked as formal orders with built-in inventory management and shipping tracking.
This enhancement helps organizations streamline premium fulfillment, improve donor engagement, and simplify gift tracking without requiring separate fulfillment workflows.
Before configuring free gifts on donation forms, ensure the following components are configured within CharityEngine:
This feature leverages CharityEngine’s shopping cart and inventory management capabilities. Organizations requiring access to Forms 2.0 or shopping cart functionality should contact their account manager for additional information regarding feature availability and pricing.
Navigate to the Online App > Shopping Cart > Products.
Create or manage inventory items that will be offered as donor gifts.
Configure product details including:
Save the product configuration.
Navigate to the applicable Forms 2.0 donation form.
Access the donation amount or premium configuration area.
Enable free gift eligibility options.
Configure qualification thresholds for:
Associate the qualifying gift product with the configured threshold.
Save the configuration changes.
Navigate to the Online App > Web Forms > Search & Manage.
Open the applicable Forms 2.0 donation form.
Access the donation form editor.
Add or configure the free gift selection component within the donor experience.
Configure donor-facing messaging explaining:
Save and publish the form updates.
Once a donor submits a qualifying gift selection, CharityEngine automatically creates a formal order record.
Navigate to the applicable order management or fulfillment listing screen.
Review generated gift orders including:
Track fulfillment and shipping activity directly within CharityEngine.
After completing the above steps, the organization should be able to offer free gifts directly within Forms 2.0 donation experiences while automatically tracking donor selections as formal orders. This enhancement helps simplify premium fulfillment, maintain inventory accuracy, and improve the donor experience through integrated gift management.
A. Yes. Organizations can configure separate qualification thresholds for one-time and recurring donations.
A. Yes. Selected gifts are automatically generated as formal order records within CharityEngine.
A. Yes. Inventory tracking is integrated with the shopping cart and order management functionality.
A. Yes. Shipping and fulfillment tracking are supported through the built-in order management workflow.