Navigate to Donate > Your Campaign
The Donate Form is where new customer details are entered and the agreement is signed. It’s split out over 4 simple pages and validates data in real-time. The form is branded and customised in Campaign Settings
Personal information is entered on page 1.
Choose the correct address from the postal lookup or click on "Enter Manually" to type the full address.
Make sure to fill in all the required fields before you move to the next page. Remember, the more details you have, the better!
TIP: Use the circles at the top of the forms or press next to navigate through the pages.
Next up it's time to enter payment details. Or choose to continue to skip this page.
TIP: When entering payment details the name on card is auto-populated from the details page.
Enter the customers amount and payment frequency. Use the toggle to choose credit card or bank account. After entering the bank account number the bank and branch field is auto-populated.
On the agreement page, confirm that all the details are correct.
And once the customer is happy they sign the agreement.
TIP: To save the record as a draft, with no payment details, you must click the 'Save as Draft' button. If you skip the payment page you will see the below errors.
The very last page asks for feed back and a rating out of 5.
Once you press submit, you have created a new record!
To view the record you created, go to Activity page or Donor Manager.