Creating a #GivingTuesday form
This article provides a step-by-step guide to setting up your #GivingTuesday form.
- Log in to your LGL Forms account
- Activate the #GivingTuesday form
- Save & Finish
- Review the confirmation options
- Link the form to your LGL account
- Test the form
- Publish the form on your website
For a video walkthrough of how to use the #GivingTuesday form, please see the recording of our November 1 webinar about the #GivingTuesday form.
In honor of #GivingTuesday, we've created a special template to help you build your own #GivingTuesday donation form. This article provides information on where to find the template and how to put it to use.
To get started, you must have an LGL Forms account. If you don't have one yet, read this article on how to set one up.
Once you have a Forms account, make sure that you've enabled your account to accept payments; otherwise, you won't have access to the #GivingTuesday template.
To use the #GivingTuesday template, follow these steps:
1. Log in to your LGL Forms account
Click on the Forms tab in your LGL account. Then click the Go to LGL Forms button.
2. Activate the #GivingTuesday form
Click on the green Add Giving Tuesday Form button. You will only see this button if your forms account is set up for payment processing.
A dialog box will appear, asking you to confirm the creation of a #GivingTuesday form. Click OK.
Here's a preview of what the template looks like in edit mode:
The form is just about ready to publish, but please review the form and make any adjustments you'd like. You can edit any of the fields by hovering on them and then clicking the "Edit Field" button that appears.
One field to notice is the "Gift appeal name [hidden]" field. This field will pass the value "#GivingTuesday 2018" to your LGL account for each submission, using the Gift appeal name field. It will help you identify gifts that came in via this form.
3. Save & Finish
When you activate the template, we bring you to the Edit page of the form. Review the form options, such as the suggested dollar amounts, and make any edits you'd like. Then make sure you click the Save & Finish button, regardless of whether you've made changes to it or not. It is just a template until you click the Save & Finish button.
4. Review the confirmation options
From your list of forms, click the "Confirmation" link. In that area you can choose what the donor will see after completing the form, and set up the optional confirmation email that go to your donors. Our article on confirmation options provides more detail on these options.
5. Link the form to your LGL account
Link your form to your LGL account so form submissions flow directly to your Little Green Light database.
You can do this from your list of forms by clicking either "LGL Integration" or "Not Linked" in the LGL Status column:
From there, to confirm you want to link your form, click the blue "Link to LGL" button:
You'll then see how this form is mapped to your account. It should be ready to go, but it's a good idea to review how it's set up. Notice in the top section that the integration is set to "Require review before saving":
This means form submissions will go to your Forms Submission Queue in your Little Green Light database where you can review and save the records. Submissions won't process all the way into your LGL account until you do that review.
In your LGL account, incoming form submissions that require review go into the Unsaved tab in the forms submission queue:
6. Test the form
You should always test forms before you promote them to the public. When testing a payment-enabled form like this donation form, you don't have to actually complete a credit card payment. Read this article on how to test a form without making a donation.
7. Publish the form on your website
We hope you find this template helpful in using LGL Forms to get this year's #GivingTuesday campaign off the ground.