In Aplos you can create customized donation pages to allow your donors an easy and convenient option to support your organization with an online gift. Donors will be able to easily create a one-time donation or set up a recurring donation to be processed on a selected monthly or weekly schedule.
About Donation Forms
Donation forms are not limited to the number of forms you can create. You can build a form for any occasion or purpose. Forms are hosted by Aplos and do not require the organization to have a website to use them. They are also mobile-responsive, meaning they are great on any device. Organizations accepting donations must be based in the US or Canada. However, the donation forms can accept payments from anywhere. Once the donor completes the form, they will be given a success message informing them their donation is being processed, and they will receive a customizable confirmation email receipt.
Creating A Donation Form
To create a form, go to Online Donation Forms by clicking the “Donations” section. Then click “Online Donation Forms.” From here, you’ll be able to create a donation form by clicking the green “+” button and then the “New Donation Form” button.
Setting Your Donation Page URL
To get started, give your form a name and a custom URL. The URL path will be displayed on top of your internet browser and can be unique to your organization. See the example below. The custom URL was set as “Shelter” while “Animal_Rescue” (Primary URL) was provided by your organization’s setup. If you have not set your organization’s primary URL, or would like to edit it, go to “Settings,” and click “Org Info.”
Customize The Donation Form Design
On your lefthand side, you’ll notice several headings that allow you to customize your donation forms, from design and branding to tracking donor information and donation customization. In the “Design” tab, you can add personal style to your online donation form with your organization’s colors and logo at the top of the form.
You can select any of the default color schemes or click “Create New Style” to customize the color scheme for your form. If you select “Create New Style,” you can see the options to choose your colors. Once you select your color style, give it a name and click “Save.” This will prompt you back to your form where you can select your new custom style.
Logo And Main Image
In this section, you can choose to upload an additional image, or select one from your Aplos Library, that will appear along with your logo on your form. Additionally, you can enter a custom message for your donors to see. This is a great way to engage your donors and share your organization’s story.
Collecting Donor Information
The “Donor” tab relates to customizing what information you wish to collect about your donors. You can require them to fill out certain boxes before finalizing their donation, such as their first name, last name, email, etc. Any information entered in these fields will be automatically tracked in your people database.
The three options mentioned are the minimum required and cannot be deleted. You can also add other information for donors to fill out, such as your own custom fields. You can require these additional fields by checking the “Required” checkbox. You can also click the red trash can to delete any additional fields you have added. Finally, you will see an option to “Add Full Address” at the bottom, which will give donors the ability to include their address on the donation.
Customize Donation Amounts
Here you will have two options to choose how you would like your donors to give. The “Quick Select” option allows you to provide your own donation amounts for donors. The “Default” checkbox will let you choose which amount will be the default option. You can also edit the existing amounts given. Simply click the pencil icon beside the red trash can (which removes amounts) for any option you wish to change. You’ll also be able to add additional amounts if you would like more than three.
If you prefer to give your donors the option to split their donations across purposes in a single gift, you can select the “Purpose Splitting” option. This will grant your donors the opportunity to give to multiple areas in your organization with one gift.
After you choose between “Quick Select” or “Purpose Splitting,” you can continue to “Settings” below. In your “Settings,” you have the ability to give your donors the opportunity to send a one-time donation or create a recurring donation. After you choose your “Settings,” you can continue to “Purposes” below.
You must have at least one purpose for each donation form. If you would like the option for donors to donate to a specific purpose, then you can select that purpose or add additional purpose options. If you wish to have your online donations automatically tracked in your accounting, you must select a purpose that has been successfully linked to your accounting income and expense accounts.
If you haven’t set up your purposes yet, you will want to check out this resource to help get you started: How To Use Purposes In Aplos.
Donation Form Options For Donor Note, Donors Paying Fees, And Button Text
After you choose your “Purposes,” you can continue to “Additional Options” below. From here, you can give your donors the opportunity to increase their gift to cover their transaction fee. Also, you can offer donors the option to leave a customizable note along with their donation, and customize the donation button.
Donation Form Debit, Credit, And ACH Payment Options
The “Payment’” tab allows you to choose which payment options you would like donors to use when donating. They can donate by credit or debit card, or by ACH. You can choose to have one or both of these options available.
In the last tab “Analytics” you will be able to utilize Google Analytics on your form. Google Analytics allows you to track information on your form including, the amount visitors, how many page views, and what keywords were used to find your form. You will first need your Google Analytics Tracking ID from Google.
To obtain this, login to your Google Analytics account. Locate the Admin icon on the bottom left of the page. Under Property, click Tracking Info then click Tracking Code and copy your Tracking ID. Once copied go back to the online donation form editor in your Aplos Account. Click “Analytics” and paste the Tracking ID in the empty field.
Note* If your code begins with G-***, you created your property to track an App. To get a UA-*** website code, you will need to create a new “Web” property. For more information on how to create an Universal Analytics Property please refer to Google’s Universal Analytic guide
Save & Publish
Afterward, you can click “Preview,” “Save,” “Publish,” or “Exit” on the top righthand side above the preview window. Choosing “Preview” will allow you to see the last saved version of your form. “Save” will save your work without updating your published form. “Publish” will update your form and make it active. Finally, “Exit” will leave your form without saving changes. Any saved forms will appear under the “Donation Forms” list.
You will want to set up your WePay account before activating your donation form. To learn how to setup your WePay, check out the WePay Setup Guide.
Managing Your Donation Forms
You can always make changes to your forms by clicking on the “Actions” icon on the far right side of the form.
- Edit: Make changes to your current donation form.
- Copy: Duplicate your current donation form so you can use your current settings and make edits for a new form.
- Add To My Page: You have the option to add the form to any website page or email either by copying the URL link or copying the HTML for a donate button.
- Disable: Restrict access to the form so the form will not appear on the URL, but can be re-enabled at any time.
- Delete: This will remove the form on the page as well as any saved settings, and this action cannot be reversed.
Sharing Your Form
Once your form is created, you’ll want to get the word out. You’ll see some options for sharing your form by emailing it, sharing the URL, or adding it to your website. Once you are on the Online Donation Forms page, locate the “Donation Form” list at the top of the page. Pick one of the forms you have already created, and click the “Actions” symbol on the far right side. From here, click “Add To My Page.”
Sharing A Link To A Donation Form
Once you click “Add To My Site” on the Online Forms & Widgets screen, you can view the options for putting your form on your website. The following page will provide you with two options regarding donation buttons. The first option will copy the URL of the form, and you can add it to an existing button on your website. By copying the link shown, you can add a hyperlink to a link on your social media profile, a button in an email campaign, or add a link from your website.
Creating A Donate Button
If you would like to use one of Aplos’ buttons, simply click on the button of your choice, and a code for that button will be generated in the field below. Click on the “Copy To Clipboard” button below the field.
Next, return to the web page you wish to add the button to, and make sure you are in the page edit tool. Navigate to the “Text” tab, where you will see the article’s text along with the HTML code for the page. Search for the place on the page where you want the button, and then use the paste tool to paste the button code you copied.
Once you save your edits, your page should now display the “Donate” button.
Managing Online Donations
If you would like to view details about your online donations, you can go to Online Donations in your Aplos account. This will include details of each donation, including the donor’s name, donation amount, any associated fees, the status of their donation, and other information about the donation. You can also search within specific fields as well as export this information. In your Aplos account, click “Donations” in the main navigation bar. Navigate to “Online Donations,” and click “Online Donations” in the dropdown menu.