Here is a video walkthrough on how to create a donation widget. A written version of the video is included below.
Creating A Donation Widget
Donation widgets allow people to donate directly from your page through a popup window that appears after clicking the donate button. To learn how to create a donation widget, continue reading.
Go to the ‘Online Donations’ tab in the ‘Donations’ section, then click Online Donation Forms. From here you’ll be able to create a donation widget by clicking the green + button and then New Donation Widget button.
The lefthand side will be information for the widget that you will fill out, and the righthand side will show a preview of what the donation window will look like once completed.
Start by naming your widget (the field at the top of the lefthand side), and add a brief description. This part won’t be visible to donors, but will be the widget name that appears in your Online Forms page in Aplos. Below the name are three tabs labeled ‘Donation’, ‘Donor’, and ‘Payment’. We’ll start by filling out the Donation field.
Fill out the options for donation amounts. The ‘Default’ checkboxes will let you choose which amount will be the default option. Editing existing amounts is possible; simply click the pencil icon beside the red trashcan (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. Below the amounts section are checkboxes for additional options, whether that be to include descriptions of each donation amount, whether you’d like donors to create custom amounts, whether or not they can make multiple donations at once, or to allow recurring donations.
If you would like the option for donors to donate to a specific purpose, then you can add and remove purposes too. Having at least one purpose is required, and all donations will default to this one purpose. Below the Purposes box are additional options to include in the widget. You can enable the option for donors to be able to pay for the transaction fee associated with online donations, or you can let donors have the option to leave a customizable note along with their donation.
The ‘Donor’ tab relates to customizing what information you want to collect about your donors. This will require them to fill out certain boxes before finalizing their donation, whether that by their first name, last name, email, etc.
The three options mentioned are the minimum required and cannot be deleted. However, you can add other fields for them to fill out, which can be left optional by keeping the ‘Required’ checkbox blank. Click the red trashcan to delete additional fields you have added. 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.
The last tab called ‘Payment’ allows you to choose which payment options you would like donors to use when donating. They can either donate by credit card or by ACH. You can choose to have one or both of these available as options.
Afterward, click the ‘Save’ button on the top righthand side above the preview window to save your work. Any saved widgets will appear under the ‘Donation Widgets’ list. You can always make changes to your widgets by clicking on the Actions icon on the far right side of the widget. The Actions icon will also let you add the widget to your website page, disable the widget, or delete it entirely.
If you would like to learn how to add your newly created donation widget to a webpage, then click here.