How to Create a Donation Form

You can create a donation form if you need to raise funds for a fundraiser or if you are a non-profit organization that collects donations.

Some options you can add to donation forms include the options to:

• Set specified amounts or have form submitters enter a custom amount
• Create recurring donations
• Map donations made to a product that you have created on your TIEIT account
• Add donation goals to your form such as the number of donations or the percentage raised
• Add the option for a donation fee recovery

When donations are made, you can also set up donation receipts on TIEIT as well as view the status of all your donation forms. You can see top donors, total donations amounts, number of recurring donations and more.

To learn how to create a donation form, please see the instructions below.

Please note that in order to create and collect donations on TIEIT, Stripe will need to be connected by the TIEIT account owner or a user who has access to this. This can be done through settings. Click here to learn more.

1. Click the Forms module on the left panel. Click the +Form button on the top right.

2. Enter the name of your donation form. Select the Donation option. Click the save button.

3. When a donation form is created, certain standard fields are automatically added. If you need to add other questions (fields), please click here to learn how.

Options Edit Your Donation Form

• Add Other Questions (Fields)
• Remove a Question (Field)
• Modify the Donation Amounts
• Add a Custom Amount
• How to Activate Donation Fee Recovery and Recurring Donations
• How to Add a Donation Goal
• How to Map a Product to a Form

Add Other Questions (Fields)

You can drag and drop additional questions (fields) to the form. 

Remove a Question (Field)

To remove a field, hover over a field and click the x icon that appears on the right of a field. Please note that some fields like the donation amount, email and Stripe field cannot be removed as these are required fields for a donation form.

Modify the Donation Amounts

Click the pencil icon to the right of the donation field. This appears when you hover over the field.

In this section, you can:

• Change the label name of the field if you want different text other than Donation Amount to appear on the form. 
• Select if only amounts appear on the form or if you want to add a description
• If you write text in French on a form, you can toggle the currency ($) position to the right.
• Edit the amounts by clicking on the text box of an amount
• Delete an amount by clicking the x button on the top right of an amount
• Add a new amount by clicking the + New Amoount button that appears below the current amounts

Click the save button when you are done.

Add a Custom Amount

To add a custom amount that the form submitter can enter, click the settings button on the form editing page. This is located on the bottom right section of the page.

Click the Donation Settings tab. Toggle on the Custom Amount section. Click the ok button on the bottom when done.

How to Activate Donation Fee Recovery and Recurring Donations

Click the settings button on the form editing page. This is located on the bottom right section of the page.

Click the Donation Settings tab. Toggle on Activate Donation Fee Recovery and/or Recurring Donations. You can also edit the notes that appear in these sections on the form. For recurring donations, you can also select if they recur monthly, yearly or weekly by clicking the dropdown box. Click the ok button on the bottom when done.

How to Add a Donation Goal

To add a custom amount that the form submitter can enter, click the settings button on the form editing page. This is located on the bottom right section of the page.

Click the Donation Settings tab. Toggle on the Donation Goal section. 

Select from the options, enter a goal amount and change the colour of the progress bar in this area.

Click the ok button on the bottom when done.

How to Map a Product to a Form

Click the settings button on the form editing page. This is located on the bottom right section of the page.

Click the drop-down in the Map Product to the Form section to select from existing products. Click the ok button when done.