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Pop-up Giving Form Overview

Set up a pop-up giving form and add it to your website.

The Pop-up Giving Form lets donors give without leaving your website. You can install it in two ways: as a Donate button that opens the form in a pop-up window, or as a form placed directly on a page. Either way, donors who stay on your page are more likely to finish their gift.

This article covers how to create a pop-up giving form, find your way around the editor, and install it on your website.

Creating a Pop-up Giving Form

  1. Click + New on the Fundraising page, or + Create Channel on a Campaign page.
  2. Select Channel.
  3. Select Pop-up Form, choose a campaign, and name your pop-up.

The Pop-up Editor

Settings are on the left, grouped into five sections. A live preview is on the right and updates as you make changes.

Section What it controls
Message to Donors The appeal shown beside the form (image, headline, and message) and the Success screen.
Site Buttons & Actions The Donate button on your website, the abandonment reminder, and text updates.
Appearance & Content Form colors, type style, and the form's headline and description.
Donation Options Gift types, amounts, minimums, designations, tributes, anonymous giving, and the monthly upsell.
Payment & Donor Information Payment types, donor-covered fees, extra donor fields, and the reminder email.

Previewing the Pop-up

The tabs above the preview match the screens donors move through: Donation, Upsell, Donor, Payment, Address, and Success. Click a tab to jump to that screen, or click the phone icon to see the mobile layout.

You can also click through the preview the way a donor would. This simulates the full giving flow, so you can:

  • Move through every screen of the pop-up.
  • Test different donation amounts, frequencies, and options.
  • Check your design and copy on each screen, on desktop and mobile.

The preview is a simulation only and no real donations are made.

The Donor Journey

Each screen has its own article with every setting that affects it.

Screen What the donor does
Donate button Clicks the button on your website to open the pop-up. Not used when the form is placed directly on the page.
Donation Reads your appeal, chooses one-time or monthly, picks an amount and designation.
Upsell Gets an offer to switch a one-time gift to a smaller monthly gift.
Donor, Payment, Address Enters their details, chooses a payment method, and completes the gift.
Success Sees a personalized thank you.
Leaving early Sees a reminder to finish, or leaves an email to be reminded later.

Save and Publish

At the top of the editor, you'll find Save, Publish Form, and the Actions menu.

  • Save keeps your edits as a draft without changing what donors see.
  • Publish Form makes your changes live. Edits made after publishing must be published again to appear on your website.

Installing the Pop-up on Your Website

You can add your pop-up to your website in two ways: as a button that opens the form in a pop-up window, or as a form that appears directly on the page.

To get the code:

  1. Click Actions and select Get Embed Code. The code also appears after you publish for the first time.
  2. In the Donation Embed Code window, choose Button Code or Embed Code.
  3. Click Copy, then paste the code into your website's HTML.
Option What donors see Where to paste it
Button Code A Donate button, styled with your Site Buttons & Actions settings. Clicking it opens the form in a pop-up window. Where you want the button to appear, such as your site header or navigation.
Embed Code The form itself, shown within your page content instead of in a pop-up window. Where you want the form to appear on the page.

You only need to add the code once. After that, any changes you publish appear automatically.

After installing, visit your website, open the form, and click through each screen to confirm it works.

Built for Conversion

The pop-up includes several features designed to help more visitors finish their gift:

  • Staying on your site: Donors give on your page without being sent to another site.
  • Monthly upsell: The pop-up offers one-time donors a smaller monthly gift instead.
  • Dynamic donation amounts: Suggested amounts can adjust upward based on the average income in the donor's area, never below the amounts you set.
  • Address autocomplete: Address suggestions help donors finish checkout faster and with fewer errors.
  • Abandonment reminder and reminder email: If a donor starts to leave, a reminder asks them to finish. They can also leave an email to get a reminder later.