System Fields and Billing Fields are existing fields used to collect registration 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, such as the Title and Suffix fields.
Looking for information on custom fields?
- Check out this article for information about auction registration fields.
- Check out this article for information about auction donation fields.
Contents:
Getting Started
To view and edit your system and billing fields, head to Fields under Auction Settings in your form-level 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.
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
- Don’t Share My Name Publicly: Offers a way for donors to give anonymously. Their name will not show on public-facing forms or feeds, but it WILL still be visible to your organization in reports and transaction details.
- 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
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
- Drop-down 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, 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.