CharityEngine provides many out-of-the-box types of web forms for users to easily and simply begin leveraging web forms. We have created several out-of-the-box web forms to meet many of your most critical needs. These have been designed to ease your effort and quickly begin using the CharityEngine web forms. In this article we will cover the basic functions of each web form supported within the CharityEngine New Form Wizard.
Table of Contents
- -There are no prerequisites for this article.
- -For advanced web form development and/or customization, please visit our article on customizing sections and fields here.
- -Note: CharityEngine strongly recommends against the usage of iframe due to continued browser changes. Learn more here on the impact and alternative solutions.
Reference: Overview of the Out-of-the-Box Web Form Wizard
CharityEngine offers several out-of-the-box options so you can get started easily and quickly with web forms.
Donation forms are the most commonly used forms and revenue wise, extremely important for driving fundraising efforts. Users will use this type of form when the sole purpose is to process online payments, typically donations.
For more information on creating an Event Form, read this article
Case Intake Form
List Sign-Up Form (aka Contact Us Form)
For more information on contact us forms, read this article
Instructions: How to access the Out-of-the-Box Web Form Wizard
Step 2: Click the web form you wish to leverage to get started!
FAQ & Further Reading
A. For advanced web form development and/or customization, please visit our article on customizing sections and fields here.
Q. How do I create a batch entry form?
A. Batch entry for internal users can be completed through the Donations App and information on set up can be found here.
Q. How do I create a sustainer reactivation communication series?
A. Find more information here.
Q. How do I establish an auto-responder?
A. You can create a custom auto-responder for this an all web forms. Simply follow our article steps for creating an auto-responder.
Q. How do I leverage E-Cards within CharityEngine?
A. E-Cards are a great way to engage with your new donors. E-Cards can be included in this and all web forms. Follow our information guide here for more information.
Q. How do I leverage Internal notifications with the auto-responder?
A. If you or others in your organization would like to be notified upon the completion of a submission (on this and all web forms), you can easily follow these steps to allow the internal notification/carbon copy feature here.
A. Yes - if you have advanced web development, you can customize your web forms by accessing the Advanced tab > Developer > Custom JS & Conversion Code for custom coding. Please note, you will want to monitor for any changes related to CharityEngine release cycles as this may impact any custom coding that has taken place on your forms.
Q. Can I integration Single Line Address from Google?
A. Yes - to use Single Line Address on forms you will need to generate an API key from Google. You can access our article here on how to generate the API key and add to your CharityEngine account here.
A. Yes - tokens are a great way to customize while leveraging CharityEngine functionality. You can learn more here on adding tokens for web forms.
Q. Can I customize my web form's URL?
A. Yes - you can customize the suffix of any web form easily and quickly. Please visit our URL customization article here to learn more.
Q. I'd like to have a floating donation form - is this possible?
A. Yes - we offer an embeddable form option for easier and faster donation giving. Learn more about embeddable forms here.
Q. Are organizations able to also donate through a web form?
A. Yes - you can configure your donation forms to allow both individuals and organizations to donate. Learn more about how to configuration organizational donations through web forms here.
Q. Can I use iframes to embed my web forms?
A. CharityEngine strongly discourages the use of iframes to embed web forms into your organization's website. Learn more about browser changes, impacts and alternative solutions here.
Q. How do I embed my web form?
A. Simply leverage the Link from the web forms General tab to locate the link and embed accordingly within your organization's website.