Creating a GivingTuesday form
GivingTuesday is a global day of giving and unity that occurs annually on the Tuesday after Thanksgiving. This year, it takes place on Tuesday, November 29, 2022.
Little Green Light provides a ready-made GivingTuesday form in the LGL forms area of your LGL account. This article shares the following steps for setting up your GivingTuesday form:
- Log into your LGL forms account
- Activate the GivingTuesday form
- Save & publish
- Review the confirmation options
- Link the form to your LGL account
- Test the form
- Publish the form on your website
- Video walkthrough of how to activate your #GivingTuesday form (4:59)
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 use it.
To get started, you must have an LGL forms account. If you don't have one yet, it's easy to set one up: Just click the Forms tab in your LGL account to get started. Read this article for an illustrated guide to how to activate your LGL forms account.
Once you have an LGL 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 into 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 see this button only if your LGL 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. 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 over them and then clicking the "Edit Field" button that appears. For example, review the suggested dollar amounts.
One field to notice on your form edit screen is the "Gift appeal name [hidden]" field. This field will pass a value to your LGL account for each submission, using the "Gift appeal name" field. It will help you identify gifts that come in via this form.
3. Save & publish
After making any edits (you don't have to make edits, by the way), make sure you click the Save & publish button. It is just a template until you click the Save & publish button.
4. Review the confirmation options
From your list of forms, click the Confirmation link that appears right below the name of your new form. In that area, you can choose what the donor will see after completing the form and set up the optional confirmation email that is sent to your donors. Our article on confirmation options provides more details. You can also set up internal notifications in this area.
In particular, take a look at the end of the Confirmation email, because you will probably want to add your own signature line there. We have left that blank as we can not know which name to use.
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 " Not Linked" in the LGL Status column (once the form is mapped, the value in the LGL Status column will update to Linked):
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 Require review before saving? box is checked.
This means form submissions will go to your LGL forms Submission Queue in your Little Green Light database, where you can review and save the records. When you have the Require review before saving? box checked for a form, submissions won't process all the way into your LGL account until you complete this step of reviewing them in your LGL account in the Form Submission Queue and saving them there.
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 your form before you promote it to the public in the following two ways:
- To make sure the data you intend to receive with each form submission is being created. Even when testing a payment-enabled form like the donation form in this article, you don't have to complete an actual credit card payment each time you test. Read this article on how to test a form without making a donation.
- To make sure your payment processor is working correctly. For this reason, we recommend processing at least one actual payment completely before you launch your form to ensure there are no issues with your payment processor account.
7. Publish the form on your website
Alternatively, you can point donors to the page where LGL hosts your form. You'll find the link in the same Publish area in LGL forms where the imbed code is shared.
We hope this template helps your GivingTuesday campaign get off and running this year!