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      Pop-up Giving Form

      So your donors can give without ever leaving your page.

      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!

      Editing a Pop-up Giving Form

      The giving form modal offers a streamlined, user-friendly donation experience that keeps visitors on your site. Whether you're customizing it for branding, donation flow, or donor data collection, this guide will walk you through the key areas of editing your giving form pop-up.

      Value Proposition

      Overview: Visually highlight your mission, inspire donors, and strengthen the emotional connection to your cause.

      Key Customization:

      1. Image:  Add an image to visually highlight your mission, inspire donors, and strengthen the emotional connection to your cause.
        1. Image will be resized proportionally to fit a 480 pixel width. For best results provide a landscape oriented image.
      2. Content:
        1. Headline: Grab donors attention and clearly communicate the purpose of the form.
        2. Description: Use concise, impactful messaging to explain why donations matter to your donors.

      Site Buttons & Actions

      Overview: An important step in configuring your Giving Form modal is deciding how and where donors will access it on your website.

      Key Customization:

      1. Branding: Match the button and abandon incentive’s styling to your site’s color palette, typography, and design language
      2. Animated Heart: Optionally draw attention and encourage interaction by visually signaling the importance of your donation button.
      3. Abandon Incentive Pop-up
        1. Custom Message: Create a message that resonates with your audience. Whether it’s a friendly nudge  or a more mission-driven appeal, you have full control over the text content.
        2. Screen Location: Control where the toast notification appears for maximum visibility and minimal disruption. Placement options include Bottom Right, Bottom Center, or Bottom Left of the page.

      Appearance & Content

      Overview: The modal should reflect your organization’s branding and clearly communicate your mission.

      Key Customization:

      1. Colors & Fonts: Match the modal’s styling to your site’s color palette and typography.
      2. Headline & Description: Much like in the value proposition, you can add a shorter, to the point, message to continue to motivate your donors to donate.

      Donation Options

      Overview: Tailor your giving form to fit your fundraising strategy by customizing donation options that align with your campaign goals and donor preferences. The Donation Options settings allow you to control how donors interact with giving amounts and special giving types like anonymous or memorial gifts.

      Key Customization:

      1. Frequency: Just like any other giving form, the option to have one time and/or recurring gifts is available. Note - Currently only monthly recurring gifts are supported on this form.

      2. Donation Amounts & Options
        1. Amounts:
          1. Provide up to 5 suggested donation amounts to give donors an easy starting point.
          2. Note, if you prefer to offer fewer than five options, simply leave one of the input fields blank.
        2. Upsell Page:
          1. Provides the option to add a monthly upsell page, which automatically suggests a recurring monthly donation of either 35% or 20% of the original one-time gift amount.
        3. Options:

          1. Anonymous Giving: Donors can choose to hide their name from public recognition lists.

          2. In Memoriam Giving: Enable a tribute option so donors can dedicate their gift in memory or honor of someone.

      Payment & Donor Information

      Overview: This section lets you fine-tune how donors submit their payment and personal information. These settings help you streamline the donation process while collecting only the information that’s relevant to your organization.

      Key Customization:

      1. Payment Method: Choose which payment methods your form will accept based on your organization’s needs and supported payment processors.
        1. Please note, your form must be published and payment methods must be properly configured on an organization level to show up on the form.
      2. Transaction Fees: Optionally give donors the option to cover transaction processing fees, helping your organization receive the full value of their contribution.
      3. Additional Donor Information: Control which optional donor details you collect. Just like our other forms these fields include:
        1. Name Prefix (e.g., Mr., Mrs., Dr.)

        2. Middle Name

        3. Phone Number

        4. Donate on Behalf of an Organization

      Live Previewing

      As you customize your form—whether it's updating donation amounts, changing colors, or editing messaging—you’ll see those changes reflected in real time in the preview panel.

      1. The preview updates automatically with every change.

      2. It mirrors the appearance and layout of the final embedded form.

      3. You can interact with the form in the preview just like a real donor would (click buttons, enter info, toggle options, etc.).

        1. If you would like to navigate directly to a specific section of the form, simply select the corresponding tab located at the top of the preview pane.

      Embedding Your Pop-up Form

      After publishing your form for the first time (or anytime after):

      1. Find the Embed Snippet by:

        1. Copying the embed snippet from the Published success message pop-up

        2. Opening the Actions Menu (appears after publishing for the first time) and selecting “Get Embed Code”.

      2. Paste the snippet into your website’s HTML where you want the modal trigger to appear (e.g., on your homepage, donation page, or landing pages). iDonate recommends that this snippet be place on a portion of your page that appears globally across your website (like a navigation menu) so that donors can always donate with ease