This page will only appear the first time you're setting up a form. Select from one of the listed options. Keep in mind that what you see here in this document may change over time, as more options become available.
Note: Once you've made this selection, and move on to the Composition tab, you will not be able to change this choice. You'll need to start over with a new form if you decide the layout isn't what you're after. However, you have plenty of editing choices in the Compose tab, so you may still be able to edit your choice to a degree and get the form you're after.
Still, you want to make your choice carefully. At this point, the only way to change form layouts is to delete the form and start over. If you need to, you can go back to the Setup page and select the cogwheel icon in the lower left-hand corner to bring up the Delete option.
Once you're sure you've made the right choice, you can click the "Next: Composer" button in the lower right-hand corner of the screen.
The Compose Page
This page allows you to fine-tune the look and feel of your Fundraising form. Here, you can set your form’s fields, add images, update the color scheme, along with many other custom elements.
Scrolling down the page, you’ll reach a visual editor with two tabs. Bear in mind, you can learn about commonly used parts of The Visual Editor here.
Like the other form creation pages, this is where you’ll begin to brand your form. Starting with the Content tab, you will:
- Add a catchy headline.
- Give the Fundraising form supporting imagery.
- Apply a specific description text, apply dividers or callouts, or delete any of these things if you wish to go a different direction.
- Preview how the signature information will be displayed.
- Enable or disable your Fundraising form’s social media sharing options.
- ...and much more!
Configuring Your Fundraising Form's Content
There are three different views that will help you construct your Fundraising form:
- EDIT -- By default, you will start off by seeing the "Edit" view of your Fundraising form. Most of your work will be done from here, as this is where most of your elements are added, edited, or removed.
- OUTLINE -- You also have the "Outline" tab, which will allow make broader adjustments to the layout of your Fundraising form, by clicking and dragging content:
- PREVIEW -- This tab allows you to not only see a "WYSIWYG" view of your Fundraising form in any given desktop browser, but to also see how it looks on popular mobile devices, as well.
On the right-hand side of the same menu bar where you've seen the View Buttons (Outline, Edit, and Preview), you'll see some means by which you can add elements such as Headers and Footers, Image and Text fields, and even alter design basics, such as a custom background for your page. Those buttons look like this:
Let's preview some of the specifics of each of these buttons:
1. ROWS -- This button brings up a menu of drag-and-drop elements that include the obviously labeled Header and Footer, but also multi-column cells and sidebars. Choices made here may overlap with choices from the Elements tab, too. For example:
2. ELEMENTS -- Here are the design choices that you'll use to fill in the cells you created in your Rows tab. As before, click and drag any element you'd like to use to your page:
3. DESIGN -- Selecting this button brings up a separate window of options. The first tab you'll see is the Design Preferences tab. This tab allows you to make changes to this specific form that may deviate from the default choices you've made to your account:
The next tab, Page Preferences, allows you to make a whole host of changes, such as adding a custom background, adding a Facebook picture, changing the background colors of your page, etc.
The Finer Points
For each type of design element you place into your page, there's a separate set of finer controls which allow you to further edit and design your form or email.
1. ROW MOVEMENT OPTIONS -- In the upper-left of each window choice is a small, orange rectangle with white dots. Clicking this rectangle brings up a menu that allows you to move the cell either by one position, or the entire length of the page:
2. EDIT PENCIL -- Since most of the options revealed by clicking this icon are covered in our document, The Visual Editor, we'll only cover the tools and elements specific to Fundraising forms. For all other edit options provided by other elements, go to the Visual Editor page.
A. The Form Field -- Note that the Form field box is greyed out in the Elements tab. This indicates that the Fundraising form's editor already has a Form field present, and no other can be added by clicking and dragging this option. If you have chosen a Blank Layout, then the Form icon will not be greyed out until it is dragged into the laying in the Visual Editor.
When you click the Edit Pencil icon in the Form field, you'll see the "Let's set up your form" window:
We'll now cover the options available under each tab.
Configure This Form
THE CHOOSE FIELDS TAB -- There are two choices that can be made on this tab.
A. What pieces of info do you want to collect from supporters in this form? -- This window is drag-and-drop capable. You can move any fields you'd like your supporters to fill out from the left column to the right. You can use the search field above the left column to quickly locate fields you'd like to use. Once you have what you're after, you can arrange the fields that will appear on the form (the right column) by clicking and dragging each field. To remove a field you don't want, click the trashcan to delete it from that field. Don't worry, you won't remove it permanently. You can always re-add the field from the pool of available options in the left column. You can also select which fields are required or not required in the right column.
B. What should the submit button say? -- This field allows you to change how the submission button is labeled. Simply click into the field and edit it, if you'd like to see this changed from the default setting.
SUBMIT OPTIONS -- You have only one choice to make here. By default, "Give supporters the option to opt-in to receive email" is checked. For Salsa Donate, this means that you can export a copy of your Supporter list, and see who has opted in to receive emails, that you can then import into a third-party email program (i.e.: MailChimp or Constant Contact) and use as a mailing list. If you upgrade to Salsa Engage or Salsa CRM, you'll be able to use the built-in email tools available in those products to send emails to those donors who have opted in.
THE PAYMENT AMOUNT CONFIGURATION TAB -- Not to be confused with the Configuration tab at the top of the Visual Editor, this configuration pertains specifically to your Fundraising form. Here are the categories of adjustments you can choose from:
A. Now, pick a button style: -- Here's where you can choose whether to have radio button-style amount options or more traditional buttons. Radio buttons present donors with available gift amounts by showing a little circle they click, which sits next to the displayed amount. The "Traditional Buttons" are clickable buttons that contain the various donation amounts inside them.
B. Do you want to include gift designation? -- If you would like to give your donors the option to earmark their gift for certain funds, this is where you have that option. By default, the box is unchecked next to this option. Checking the box reveals two new fields: The "Add Value" field and accompanying buttons, and a pulldown menu where you can preview your values. Whenever you create a list of values, they will appear as tags above the field, and will populate inside the preview pulldown menu towards the right:
From here, you can add as many as you'd like. To remove a value, simply click on the "X" to the right of the value's name on the gray lable above the Add Value field.
C. What giving options will the donors have on this form? -- This defaults to having both options of One-time gifts or Recurring gifts, but you can select one or the other, depending on the needs of your fundraising campaign.
The following choices depend on which options you choose. The order changes, as well, but we'll cover what happens whenever you select "Both Options".
C1. What donation amounts will you suggest? -- In addition to some standard amounts, you have the option to add your own custom amounts. Selecting the "+ add a gift amount" link opens this option. This will be the only question if you choose to restrict your Fundraising form to the "One Time Gift" option. There's also a checkbox available to allow donors submit an amount of their own choosing. Note that when you uncheck this box, the "Other" amount option disappears.
C2. For recurring gifts, how often will donations be collected? -- Do you want these collected every month, or once a year? Depending on which option you choose, the "Donations will recur every [x amount of time] for" field will adjust to reflect monthly or annually. You can adjust that amount of time with the available numeric field, or uncheck the box to keep the recurring gifts rolling in perpetuity.
D. What donation amounts for recurring gifts will you suggest? -- This is the same in function to the above "What donation amounts will you suggest?" option, but affects your recurring gift choices instead of the one-time gifts.
Once you've made your choices, it would be a good idea to save your progress. Click the "Save" button in the lower right-hand corner, which is alongside the "Back: Setup" and "Publish This Form" buttons:
Confirmation View, Auto Responders, and Other Messages
You still have to decide where donors go after they submit a donation via your new Fundraising form. You also may wish to have them receive an automated email confirming their gift, such as a receipt. Also, you may wish to make some adjustments to the messages they see if their donation attempt fails, or in the event you issue them a refund. Those options will be covered in this section of the documentation.
NOTE: If and when you decide to select, "Publish This Form", the page will be rendered, a URL will be generated, and widgets will be created. Most importantly, the form WILL BECOME LIVE. You can select to turn the page private again, but know the default setting when publishing will be to make this a live page.
Of course, you can also choose to delete the form entirely by selecting Delete from the cogwheel icon in the lower left-hand corner of the window.