Whether you use a single-step form or the multistep version, donors will move through the same required steps when completing a donation. If you've ever wondered what the donation experience is like for your donors when giving on a Qgiv donation form, this article will detail the steps donors will take to complete their gifts.
The first step donors complete when filling out your donation form is choosing their gift. If recurring donations are enabled on the form there are two tabs to choose from, One-Time and Recurring. One-Time gifts are for one-off donations from donors. The recurring tab presents options for donors to set up an ongoing gift.
Next, donors choose their gift size. You can set donation amounts for donors to choose from and also include an Other option for donors to specify their own gift amounts.
If you have the recurring nudge enabled, donors may be prompted to consider making their one-time gift a recurring donation instead.
We wanted to design a form that makes choosing a restriction easy for donors. In the image above, donors can select a restriction quickly using a drop-down menu. Adding a restriction to your donation form is optional, so donors won't see this step if you didn't specify restrictions for your form.
Two additional settings that donors may see is the option to dedicate the gift to someone. The Dedication checkbox, once selected, opens a menu for donors to enter the dedication information. It can appear on the first step of the donation form, later in the process, or not at all. The choice is yours!
The other field donors may see as a checkbox is the GiftAssist feature. When donors click the checkbox for GiftAssist, a fee is added to their donation to help offset processing fees and save your organization money.
As in the image above, a tool tip explaining how GiftAssist works is displayed when this optional field is included on the form.
Next, donors click the Give button to enter their personal information on the Your Details step of the donation process.
We designed our forms for personalization. The Your Details step of the form is unique in that it asks for your donor's name in the first step. You can also customize your donation form to accept donations from companies.
Donor privacy is important, so we've included a checkbox for donors to request anonymity. But, you still have to collect donor details to complete their gift, so we've included a tool tip to explain how the anonymity tool works.
Once the donor provides a name, their donation experience is personalized in the section where donors enter their address. You can see this in the image above.
Once introductions are out of the way, donors are prompted to enter their email and mailing address.
Optionally, you can also ask donors to share the name of their Employer. This field is helpful if your organization hosts matching gift campaigns.
Lastly on this step is a checkbox donors can select that opts them in to communications from you. When donors check the box this indicates that they want to hear from you so add them to your email newsletter, give them a call, invite them to events, etc. They want to be more involved with your nonprofit!
Donors can then click Continue to move to the Payment Details step.
We built transparency into the donation process. On the Payment Details page, the first thing displayed is the amount of the donor's gift. Then, If this is a repeat donor with saved payment methods, donors will see their saved payment methods displayed when they reach this step.
They can choose a saved payment method for their convenience or will be prompted to give using one of the form's accepted payment methods.
The image above shows what donors see if they have a saved payment method available. Otherwise, donors will be prompted to choose a payment method. Your form can accept multiple payment methods.
To accept credit card transactions, donors enter their card number, expiration date, and CVV. Because not everyone knows what the CVV is, we've included a tool tip to explain what we're looking for in that step.
Then, donors confirm whether their mailing address is the same as their billing address. If not, they uncheck the box to enter their billing address.
eCheck is another popular payment method. Donors can give via eCheck by simply entering their bank's Routing and Account number and confirming their billing address on the Bank tab.
It's easy to mix up your routing and account numbers, so we added tool tips for this payment method to help donors identify the right information to process their gift.
Your nonprofit may also want to include other payment methods. On this form, a third payment method option is available that accepts donations from PayPal.
Donors can click the Donate With PayPal button to be taken to PayPal to complete their gift. Their donation information is still captured in Qgiv via your donation form.
Once their preferred payment method is selected, donors click the Give button to complete their gift.
Donors can return to earlier steps on a multistep form before completing a gift by clicking the circles at the top of the form or clicking the Back button at the bottom of the form.
After completing their gift, they'll be taken to the donation confirmation page where they can preview their donation receipt, which will also be emailed to them at the email they specified when entering their details. Additionally, we've included social sharing tools on the donation page so donors can quickly share your donation form with their friends and family on social media and via email.
To view their receipt, donors can click the arrow or Your Receipt text to display their receipt on the page.
The social sharing tools and a link to the donor's Donor Account, if they chose to create one, will appear below the receipt on this page.
This process does not include the optional custom fields you can choose to display to your donors.