In the Donations section of your peer-to-peer control panel, you can create and manage the donation amounts and settings for your campaign.
Please note: The settings in this area don’t apply to optional one-time donations made during registration (with the exception of Matching Gifts).
Contents:
- Amounts Tab
- Settings Tab
Amounts Tab
You land on the Amounts tab by default, where you can toggle on/off, add, edit, reorder, or delete donation amounts displayed on your peer-to-peer donation form.
The Other option gives donors a way to enter a custom donation amount. To customize the text of the Other option, click Edit, and then type your preferred text in the Name field. Click Save Amount when you’re done.
Please note: If the name you enter is more than 7 characters, the custom amount button will be displayed on its own line on the public-facing form.
From this table, you can also see at a glance whether a donation amount appears on the one-time or recurring donation tab (or both!), and you can copy a URL for your form that will pre-select that donation amount.
To add a new donation amount, click Add New Amount. Enter your amount. If desired, you can enter a Name and a Description for your donation amount. This is useful if you're providing impact information for your donors.
Below the description section, you'll see Display Settings for the donation amount. This is how you'll designate where the donation amount should appear: on the one-time donation tab, on the recurring gift tab, or both!
Last, you'll see an option to upload an associated image with your donation amount.
When you click Change Default Image, you can locate an image in your file system. You can move and resize the image to fit the required image dimensions. Click I'm Done Editing when you're finished.
Once you've added an image, it will appear in the interface.
Click Add New Amount when you're finished.
Your new amount will now appear in your main donation amount listing. You can toggle on/off, edit, reorder, or delete amounts at any time.
Settings Tab
This is where you'll configure settings related to the donation types you set up on your form. You'll see four sections (shown collapsed below).
- General Settings: Configure Matching Gifts, individual/company donations, and minimum/maximum donation amounts
- Recurring Settings: Choose your recurring donation frequencies and optionally offer a way for donors to add their own start/end dates to recurring gifts
- Additional Conversion Opportunities: Enable prompts that encourage donors to make their one-time gifts recurring, turn on Abandoned Gift Reminders, and decide whether to preselect a donation amount
- Appearance Settings: Decide how donation amount images should display on the form
General Settings
Express Donate
At the beginning of the General Settings section, you'll see a toggle to Enable Express Donate.
With Express Donate enabled, donors can use a digital wallet (Apple Pay, PayPal, or Venmo) to complete their donation in just a few clicks.
Check out this article to learn more!
Smart Amounts
Next, you'll see a toggle to Enable Smart Amounts.
Smart Amounts is a feature that uses machine learning to auto-populate donation amounts on the form based on visitor data and historical giving trends across the Qgiv platform.
Check out this article to learn more!
Matching Gifts
Next, you'll see the Enable Matching Gifts toggle.
If you enable matching gifts, donors and registrants can enter matching donations on the event home page, during the event registration process (if you have optional donations turned on), from the fundraising dashboard, and when signing up additional registrants).
If you have an account with Double the Donation or HEPdata, you can enable a Matching Integration.
Otherwise, select Manual Matching, which allows donors to enter a matching company and amount to be manually verified later. Manual Matching also includes an option to set a Maximum Matching Amount and to allow participants to add matching gifts that are not tied to a specific donation.
Matching gifts are classified as offline donations, so the settings you configured for offline donations will govern all matching donations.
To learn more about Manual Matching for peer-to-peer, check out this article.
Individual and Company Donations
Next, you'll see options to allow individual and/or company donations. At least one of these options must be selected in order for donations to be accepted on your form.
Please note: The Companies setting does not affect matching gifts.
If you select both options, text boxes will appear to let you customize the wording on the public-facing form.
If you would like to collect first and last names from company donors, check the box labeled Collect a contact name with company contributions.
Minimum and Maximum Donations
If you'd like to set minimum and maximum donation amounts for your form, input your desired amounts in these boxes. Use the toggles to decide whether to display the amounts on your public-facing form.
Please note: A minimum donation amount of $1.00 is required.
Recurring Settings
In the Recurring Settings section, you can set up:
- Recurring donation frequencies
- The ability for donors to add a start and/or end date for recurring gifts
Your frequency options are:
- Weekly
- Every Other Week
- Monthly
- Quarterly
- Semiannually
- Annually
You can choose to display some or all of these frequencies to donors.
The system default recurring option is Monthly. To change that, use the Default Recurring Frequency drop-down.
Please note: If you're only offering one recurring donation frequency, the recurring tab on your donation form will display that frequency.
If you're offering multiple recurring donation frequencies, the tab will say "Ongoing."
Allowing Start/End Dates
You can also allow donors to specify a start and/or end date for their recurring gifts.
If you toggle on one of these options, you can then decide if a date should be required or optional.
Additional Conversion Opportunities
In the Additional Conversion Opportunities section, you'll find settings that are designed to increase conversions on your forms, starting with handy prompts you can enable and customize to encourage one-time donors to make their gifts recurring.
Recurring Nudge and Recurring Upgrade
Please note: You won't see the recurring prompts if you've disabled one-time gifts on the form. Enable or disable one-time gifts in the Fundraising Settings section of the Campaign Settings.
When enabled, the Recurring Nudge displays a simple callout in the Choose Your Gift section of your form. The language in the nudge can be customized in Campaign Builder if desired.
When enabled, the Recurring Upgrade appears as an additional step at the end of the donation form, giving donors one more chance to upgrade their one-time gift to an ongoing gift. You can customize the text in in Campaign Builder.
Configuring Additional Settings for the Recurring Upgrade
Once the Recurring Upgrade is enabled, you can customize a couple of donation option buttons that donors will see.
First, you can offer smaller recurring donation suggestions to encourage conversions. You can set up two recurring upgrade suggestions that are based on a percentage of the full donation amount.
To customize, click the drop-down menu in each field to reveal the available options. For percentage amount options, you may choose 100% of the one-time donation, 75%, 50%, or 25%.
For the frequency drop-down menu, the only options you can select in this menu are based on the recurring frequencies you’ve selected in the Recurring Settings area.
To add another recurring donation setting, click Add New Recurring Suggestion and follow the steps above to select your preferences.
Additionally, you can choose to only display the Upgrade prompt if the donation is within a certain threshold. For example, you can choose not to display the prompt if the donation is more than $500.
To enable, select Set Display Limit.
A new field will appear where you can type in the desired amount.
Caveats
There are some caveats to be aware of regarding the Recurring Upgrade with certain payment methods and conditional fields.
The prompt will not display when donors opt to pay with a digital wallet (Apple Pay, PayPal, Venmo).
Additionally, donors will not be sent back to answer any conditional fields that weren’t applicable before they switched to a recurring donation through the prompt.
For example, if you enable required start and end dates for recurring donations or have conditional custom fields that only become applicable after the donor switches to the new recurring donation amount, those fields will remain unanswered.
Abandoned Gift Reminders
Abandoned Gift Reminders are a great way to increase your donation conversions by reminding donors to complete their gifts. When enabled, donors who select a donation amount but then scroll away from or close your donation form will see a small popup nudge encouraging them to return to the donation form and submit their gift. You can also enable email reminders for donors who would like to provide an email address and be reminded to complete their gift later.
Check out this article to learn more about configuring Abandoned Gift Reminders.
Preselect Amount
Finally, you can preselect a donation amount for your form. Visitors to the form will see this amount already selected to nudge them toward giving that amount.
When you toggle on Preselect Amount, you’ll see drop-down menus to Preselect One-Time Amount and Preselect Recurring Amount.
The amounts you see in these drop-downs reflect the active donation amounts you’ve configured in the Amounts tab. The “Other” amount will not appear in the drop-down.
Please note: If you have Smart Amounts enabled, your selections here will not affect Smart Amounts, but you can still preselect a donation amount for when Smart Amounts are not available.
Appearance Settings
In Appearance Settings, you can set your donation amount images style. If you're not using donation amount images, you can ignore this section. Donation amount images will only appear on your form if you upload an image to individual donation amounts in the Amounts tab.
Make sure you click Save Donation Settings at the bottom of the screen when you're satisfied with your configurations!