Pop-up Giving Form

Improving Conversion Rates with On-Page Giving Forms

To maximize donation conversions, it's important to create a smooth and seamless experience for potential donors. One common obstacle is redirecting users away from your organization's website to complete a Giving Form. This added step can disrupt the user journey and negatively impact conversion rates.

A proven way to improve this experience is by embedding the Giving Form directly on your site using a pop-up modal. This keeps donors on your page, reduces friction, and helps maintain engagement throughout the giving process.

Creating a Pop-up Giving Form

Creating a new pop-up giving form is simple! From an existing or new campaign:

1. Click Add Channel
2. Select Giving Form
3. On the iDonate's Templates tab, select Pop-up Form and give your new giving form a name. That's it!

 

Preview and Validate Your Pop-up Form

The pop-up editor includes a real-time preview, so you can see exactly how your donation experience will appear to donors as you make changes. Text, colors, images, and settings update instantly. This lets you fine-tune the design, messaging, and layout until everything feels just right for your brand.

Additionally, you can click through the pop-up form just like a donor would. This mode simulates the entire giving flow, allowing you to:

• Navigate the pop-up experience
• Test different donation amounts, frequencies, and options
• Verify design and copy across screens and states

Publish, Save, and Update Your Form

At the top of the editor, you’ll find the Save and Publish buttons.

• Publish makes your donation form active and visible to donors on your site.
• Save applies any edits you’ve made like text, images, colors, or setting. Edits will need to be re-published to appear on your live form.

Installation and Embedding

Each donation form has a unique embed code that allows you to install it on your website. This code connects your site to the pop-up.

You only need one snippet per form. Once added to your site, any changes you publish in the editor will automatically update for visitors.

You can access your embed code in the following ways:

• After clicking Publish for the first time, a success modal will display your embed snippet.

• Select Get Embed Code within the Actions menu next to the Publish button.

The embed code is best placed within a global element on your website, such as your navigation or site header, so the pop-up form is available on every page. However, the code is flexible and can be added anywhere that makes sense for your needs.

Built For Conversion

The pop-up form is built to help nonprofits convert more visitors into donors. Using industry best practices and behavioral insights, it streamlines the giving experience through clear design, smart defaults, and real-time feedback, all focused on reducing friction and increasing conversion rates.

Below are some techniques used to help conversion:

Keeping Context

The pop-up enables donors to stay focused by allowing them to give without being redirected to an another page. This experience maintains the connection between your mission and the moment of giving, reducing friction and drop-off. By keeping supporters within your branded environment, it builds trust and helps increase overall conversion rates.

Address Autocomplete

Address autocomplete helps donors complete forms faster and with fewer errors, reducing friction during checkout. By automatically suggesting and filling in address details, it minimizes typing effort and prevents mistakes that can interrupt the giving process, allowing donors to stay focused on completing their gift.

Abandonment Toast

A form abandonment toast helps re-engage visitors who start but don’t finish their donation. When a donor navigates away or pauses, a small reminder appears, encouraging them to complete their gift. This gentle prompt keeps giving top of mind, helping recover potential lost donations and improving overall conversion rates.

Email Reminders

The Email Reminder page appears when a visitor starts to give but tries to exit the donation form. It offers the option to enter an email address to receive a reminder to donate at a later time. This feature captures intent from potential donors who aren’t ready to give immediately, helping organizations re-engage supporters and recover future gifts.

Encourage Monthly Giving

This setting encourages one-time donors to convert their gift into a recurring monthly donation at a lower amount. This feature highlights how a smaller ongoing contribution can create a greater long-term impact, reinforcing donor value and commitment. By offering an easy way to upgrade during checkout, it helps build sustainable support while improving donor retention and lifetime value.

Dynamic Giving Amounts

When enabled, donors may see higher suggested donation levels based on the parameters such as location and device type. By aligning suggested gifts with donor giving capacity, it helps increase average donation size and overall campaign performance.