The Giving Form Builder
Build and customize giving experiences across forms, pages, and receipts.
The Giving Form Builder is where you create and customize your embedded giving forms. You control the form's content, amounts, payment options, and donor information. You also set up the Thank You Page donors see after giving, and an optional prompt that asks one-time donors to give monthly.
Pop-up giving forms are built in the same builder with their own settings, and can be installed as a button or directly on a page. See Pop-up Giving Form Overview.
Creating a Giving Form
- Click + New on the Fundraising page, or + Create Channel on a Campaign page.
- Select Channel.
- Choose a form type, select a campaign, and name your form.
- Choose an existing form to use as your starting point, or use the iDonate default template.
The builder opens so you can configure your new form. To edit an existing form, navigate to Fundraising > Embeds and click the form.
The Editor Layout
- Top of the editor: The breadcrumb shows the campaign and form name. Click the pencil icon to rename the form. Save, Publish, and Actions are on the right.
- Left side: Settings, grouped into collapsible sections. Click a section to expand it.
- Right side: A live preview that updates as you make changes. Use the tabs above the preview to switch between the donation form, the Thank You Page, and, when it's turned on, the Recurring Gift Prompt.
What You Can Configure
- Appearance and content: Colors, fonts, the header and footer, and custom content. For advanced styling, see Custom CSS and Giving Forms.
- Donation options: Gift amounts, recurring frequencies, impact statements, and designations.
- Payment and donor information: Payment types, donor-covered fees, optional donor fields, anonymous giving, and the email opt-in.
- Extras: Tributes, thank you gifts, corporate matching, and custom fields.
The Thank You Page
The Thank You Page is the first page donors see after completing a donation. It confirms the gift and gives donors next steps, such as creating a Donor Self-Service account or checking whether their employer will match their gift. Click the Thank You Page tab above the preview to see it.
Donors also receive an emailed receipt, which is the official record of the gift.
The Recurring Gift Prompt
The Recurring Gift Prompt appears before a one-time donation is completed and invites the donor to switch to a monthly gift. See Configuring Key Giving Form Features for setup and examples.
Save and Publish
- Save keeps your changes as a draft without changing what donors see.
- Publish puts your changes live on every page where the form already appears. You do not need to update the embed code on your website.
To get the embed code, click Actions and select Get Embed Code. See Add a Giving Form to Your Website.
The Hosted Page
A Hosted Page is a donation page that iDonate hosts for you. It displays your giving form alongside your own messaging, branding, and a goal meter, and gives you one link to share with donors.
To create one, publish your giving form, open it under Fundraising > Embeds, and click Create Hosted Page. For step-by-step instructions, see Creating a Hosted Page.