Forms are the core giving and registration experiences in CharityStack. A form can be a Fundraiser Form for general giving, Giving Levels, or Sponsorships, or an Event Form for selling individual or group tickets.
Form Types
CharityStack has two form types:
- Fundraiser Form: accept fundraiser payments through Standard, Giving Levels, or Sponsorships amount buttons.
- Event Form: sell individual or group tickets for an upcoming event.
Fundraiser Form Amount Buttons
Fundraiser Forms use one amount button type:
- Standard: simple suggested amount buttons. Configure four suggested amounts for each enabled frequency and optionally set a default suggested amount.
- Giving Levels: named levels with an amount and description. Use this when supporters should choose between impact levels or giving categories. A form can have up to four giving levels.
- Sponsorships: grouped sponsorship items with names and prices. Use this when supporters are selecting a specific sponsorship opportunity or item.
When multiple frequencies are enabled, review each frequency tab. Amounts, giving level details, and sponsorship prices can vary by frequency.
Amounts must be at least $1. Very large amounts may require review before publishing.
Checkout Details
Forms include checkout settings that control what contacts see and what information is collected.
Common checkout settings include:
- Anonymous name: lets contacts hide their displayed name when supported by the form.
- Organization name: collects an organization name during checkout.
- Phone number: asks contacts for a phone number.
- Billing address: collects address fields and lets admins choose a default country.
- Communication consent: adds an optional consent message. Custom consent messages can be up to 500 characters.
Fundraiser Forms may also include:
- Always Cover Fees: requires contacts to cover processing fees when available.
- Dedication information: lets contacts choose dedication types such as In Honor Of or In Memory Of, with an optional message.
- Double the Donation: adds employer matching when the integration is configured and enabled for the form.
Before You Start
- Confirm your organization settings are correct.
- Confirm your payment account is ready. Sharing actions may be unavailable while the processor is still reviewing your account.
- Decide whether you need a Fundraiser Form or an Event Form.
- For Fundraiser Forms, decide whether the amount button type should be Standard, Giving Levels, or Sponsorships.
- For Fundraiser Forms, decide which funds, suggested amounts, Subscription frequency options, and custom fields you need.
- For Event Forms, decide which tickets, event details, and attendee fields you need.
- Prepare any form copy, image, or FAQ content.
Steps
- Go to Forms.
- Start a new form.
- Choose Fundraiser Form or Event Form.
- Enter the form name and core details.
- Configure the fields, amounts, tickets, funds, Subscription options, and optional elements that apply to the form type.
- Review the preview. Fundraiser Forms can be previewed as an embedded form, hosted page, or overlay.
- Save and activate the form.
Sharing Options
After a form is created, use the form action menu to copy:
- Hosted Page URL: a direct CharityStack page. Fundraiser Forms use a donate page; Event Forms use an attend page.
- Overlay URL: a link that opens the form on your website. This requires your website URL in Settings > Organization.
- Embed Code: a small code snippet your web team can place on your website.
Common Admin Actions
- View related Payments or purchases for a form.
- Edit the fundraiser or event.
- Duplicate an existing form when you want to reuse most of its setup, then review the copied content before activating it.
- Activate or deactivate a form.
- Copy the form ID when support or a technical teammate asks for it.
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