Peer-to-peer donation form fields are divided into three categories.
System Fields and Billing Fields are Qgiv-created fields used to collect donor information and process donations. These fields also contain communication opt-in fields, the option to add a legal statement some organizations may need when accepting donations, and other optional fields nonprofits may find helpful.
Custom Fields can be added to your forms to capture information that isn’t requested in a system or billing field.
This article will explore how to enable, disable, add, and edit fields on your peer-to-peer donation forms.
Looking for information on peer-to-peer registration fields? Check out this article.
Contents:
System and Billing Fields
Getting Started
To view and edit your system and billing fields, head to Fields under Donation Setup in your peer-to-peer control panel. You'll notice that System Fields and Billing Fields are organized into separate tabs.
The System Fields tab includes general donor information, including Name, Email, and Mailing Address.
Here’s where you’ll also find the Donation Message field and donation Privacy Options.
The Billing Fields tab includes fields related to billing, including Billing Name, Credit Card, and Billing Address.
Within each tab, some fields are placed together in groups, which are indicated by a green bar along the left side of the screen. System field groups consist of system fields that make up a category. For example, under the Name group, you’ll find:
- Company
- Title
- First Name
- Last Name
- Suffix
If you disable a field group, all fields within that group will also be disabled.
Other system fields are ungrouped because they don’t fit logically within any of the established system field groups.
Disabling Fields
Some field groups cannot be disabled. These field groups are required. There are some individual fields within required groups that can be toggled off, such as Title and Suffix in the Name group or Address, Apartment, Suite, Etc., City, and State in the Billing Address group.
Please note: The Zip Code and Country fields may not be toggled off within the Billing Address group. When the billing street number and address are not verified along with the zip code and country, there is a higher risk of card testing fraud. Please keep in mind there are chargeback fees of $15 if a donor disputes a charge before it is refunded. Monitor your account closely if you choose this option. Learn more by reading our article on fraud protection.
The Mailing Address field group may be toggled off or on but once toggled on, most fields are required except for the Address Line 2 field.
Other ungrouped system fields that can be toggled on and off include:
- Billing Name: Where donors enter the name associated with their billing information
- Phone: Captures the donor’s phone number
- Opted In: Checkbox on your form to opt in to communications from your nonprofit
- Legal statement checkbox: Optional field where nonprofits can add important legal statements donors agree to by checking a checkbox
- Donation Message: Invites donors to include a message of support, which will be displayed publicly on your peer-to-peer site
Editing Fields
Clicking the Edit button to the right of a field displays the editable options for that field.
Field Label is where you can change the language of the field that displays on the form.
There is a 60-character limit for field labels of certain field types. These include:
- Short Text input
- Paragraph Text input
- Dropdown input
Any field of this type, including custom fields you create, will be subject to the character limit.
You'll notice that checkbox fields can be set to Checked by default. With this setting enabled, the field will be pre-checked when donors visit the form.
Some fields also include an option for Field Help Text if you'd like to add extra information directly below the field.
The optional phone number field can be marked as required, or you can make it required when a donor gives more than a certain donation amount.
When donors give more than that dollar amount the phone field will be a required field.
This field remains optional for donors giving equal to or less than the conditional donation amount.
Beneath the Field Label area, you'll see Display Settings based on the type of field you’re editing. You may see other options, such as Kiosk and Text-to-Donate, based on the field you’re editing and the Qgiv features in your plan.
To deselect every selected display option, click the Deselect All button to the right of Display Settings.
Click Save to keep your changes and close the edit menu.
Custom Fields
Introduction and Field Types
To set up custom fields, head to the Custom Fields tab.
Custom fields come in a variety of formats so you can collect various types of information. Your options include:
- Checkbox
- Date
- Dropdown
- Email Address
- Multiple Selection
- Number
- Paragraph Text
- Phone Number
- Radio Button
- Short Text
- Website
- Hidden Field
- These can be used to pass along a hidden value of your choice whenever a form is submitted. For more information, check out our Hidden Fields FAQ.
Here's a look at how each field type will display on your form:
CHECKBOX
DATE
When a donor clicks in the field, a calendar will appear so they can pick a date.
DROPDOWN
EMAIL ADDRESS
If a donor enters text that is not validated as an email address, they'll receive an error message asking them to enter a valid email.
MULTIPLE SELECTION
NUMBER
Field validation prevents any characters that aren't numbers from being entered in this type of field.
PARAGRAPH TEXT
This field includes a character limit option.
PHONE NUMBER
Area code formatting will automatically be applied when a 10-digit phone number is entered.
RADIO BUTTON
SHORT TEXT
This field includes a character limit option.
WEBSITE
If a donor enters text that is not validated as a website, they'll receive an error message asking them to enter a valid website address.
HIDDEN FIELD
Just kidding, these won't show up on your public-facing form. :)
Adding a Custom Field
To create a new custom field, click the Add New Field button above the custom fields table. An area will appear where you can enter the details of your new custom field.
Select the Field Type you’d like to add from the drop-down menu.
Depending on the type of field you select, your configuration options may look slightly different. For example, if you add a drop-down menu, you’ll see an area for entering multiple options that will appear in your drop-down.
Next, enter a Field Label. The text you enter here is what will show up on your form. You can also enter an optional Field Help Text if you need to provide context for your donors.
There is a 60-character limit for field labels of certain field types. These include:
- Short Text input
- Paragraph Text input
- Dropdown input
Any custom field of this type that you create will be subject to the character limit.
Next, determine if this field should be required or not. You can also make a field required based on a custom donation amount, as shown below.
Conditional Logic
If you’d like to gather more information based on a donor’s response to a custom field, you can enable conditional logic! Adding conditional logic means the field will only be displayed if donors take a certain action in a previous field.
Please note: In order to link two custom fields together with conditional logic, you must create the first field in the set, and then create the field which you'd like to have appear based on the donor's response to the first field.
For example:
- First, create a field asking donors "Are you interested in volunteering?" Save the field.
- Next, create a field you'd like to appear based on the answer to "Are you interested in volunteering?" For example, you could create a field for "What areas interest you?" and provide options for donors to choose from.
- Then, apply conditional logic to the field that will appear using the steps below.
Click the Enable Conditional Logic toggle.
Choose a condition from the Only show if drop-down menu that appears beneath the conditional logic toggle. Conditional logic can be set based on three different criteria:
- A custom field response
- Donation Amount
- Donation Type
With this logic applied, if a donor answers “yes” to “Are you interested in volunteering?”, then the custom field asking “What areas interest you?” will appear. Here’s what that looks like on the front end:
Donor sees the first custom field question:
If the donor answers “yes,” the field with conditional logic applied displays:
You can also make a field conditional based on the donation amount.
Determine whether you want the field to display based on gifts being less than, equal to, or greater than a set dollar amount. Then enter the donation amount in the text field. The field will now only display when the conditions you’ve set are met.
Your third option is to set conditional logic based on donation type.
If using Donation Type for conditional logic, choose whether to display for one-time donations or recurring donations.
Display Settings and Reporting Settings
Once you’ve configured (or skipped) conditional logic, choose where on your form to display the custom field.
You can decide whether to display the field on the Donor Details or Additional Details step of the donation form.
And you can determine whether the field should be visible when accessed from the Desktop version of your form, the Mobile version of your form, the Virtual Terminal, or all three. If you have Text-to-Donate enabled for the campaign, you'll also see that option.
Finally, review your Reporting Settings.
The Reporting Label is created based on the Custom Field Label. This will be used as the column header for this custom field in all reports. Use the underscore instead of spaces.
When you’re satisfied with your field settings, click Save. Your new field will then be added to your list of custom fields. From this list, you can toggle the custom field on or off and review where the custom field is being displayed, what type of custom field it is, and whether it’s required.
If you want to rearrange the order of the fields on the donation form, head over to Campaign Builder.
A Note on Field Security
When creating a custom field, make sure you’re not asking for sensitive information, such as credit card numbers, Social Security numbers, Tax Payer IDs, protected health data, and so on.
Custom fields are not set up to securely collect and store sensitive data, and using them in this way is a violation of Qgiv’s Terms of Service. If you attempt to set up a custom field to collect sensitive information, you may see an error message that prevents the field’s creation.
Adding a Field Group
Custom fields can also be grouped together into Custom Field Groups. A group of fields will always appear together on a form. You can toggle fields within a group on and off with the press of a button. Custom field groups are editable, and the group itself can use conditional logic.
Please note: Individual custom field settings are overridden by group settings.
To create a new Custom Field Group, select the Add New Field Group button above the custom field table.
An area will appear where you can set up your new custom field group.
First, enter a Group Name.
Select custom fields you've already created to add to the custom field group using the Fields drop-down menu.
Decide if you want all selected fields to be shown on separate lines.
Next, set the Display Settings.
Like custom fields, custom field groups can use conditional logic, which we covered earlier.
When satisfied with your custom field group settings, click Add New Custom Field Group. Your group will now be displayed on your donation form.
Please note: If you ever want to delete a field group, you'll need to delete or remove each field in the group first.