Supporters making a donation to your campaign proceed through Quick Give, a dedicated donation checkout experience where supporters are guided through a series of simple questions, creating a conversational and engaging donation process.
When collecting donations, you can determine how much information you want to collect from your donors and if that information is required or optional.
Collect Donor Contact Info
Visit your campaign’s Dashboard.
Select Settings from the left sidebar menu.
Select Checkout Options from the Settings menu. Checkout Options is where you can configure information collected through each unique checkout experience on your campaign.
Under the Contact Info tab, find the Donor Contact Info section. You will see a summary of what information is currently being collected. Note that Name and Email are required of all donors.
Click Edit to make any changes and set additional fields as Required, Optional, or Disabled.
Click Save when finished editing.
Add Custom Questions
If you have additional information you need to collect beyond contact information, you can add custom questions for donors.
Visit your campaign’s Dashboard.
Select Settings from the left sidebar menu.
Select Donation Options, then visit the Collect Info tab.
You can choose Add New Question to add a question unique to your campaign or Add Global Question to pull from a bank of commonly used questions you've created.
Customize your question type and use the toggles to apply additional Help Text or mark a question as Required, as needed.
The available questions you can add include:
Multiple Choice
Yes/No
Short Answer
Paragraph
Phone Number
Address
Currency
Number
Date
Waiver
Frequently Asked Questions
Where can I view responses to donor questions?
Your Donations Report will include responses to donor custom questions. You can also view individual responses in your Dashboard by pulling up a donation record.
Best Practices
While it’s tempting to learn as much as you can from donors, keep in mind that you want your donation experience to be quick and streamlined to ensure a smooth checkout. The more questions you ask, the more likely someone may abandon their gift.