Create a Donation Campaign Page
Donations are tracked and displayed via Campaign Pages. The Donation Campaign Page will capture the revenue streams of donations.
Create a Donation Campaign Page:
Navigate to the Campaign Pages tab and click the New button. The New Campaign Page window will launch.
- From the New Campaign Page window, enter a Campaign name in the Campaign Name field.
- In the Business Group field, select the Business Group that the Campaign will be connected to.
- Click Save.
- From the Campaign Page record you just created, click the Campaign Page Builder button.
- Upon the opening of the Campaign Page Builder, drag and drop the Catalog Donation Display component from the sidebar to the main body of the page.
- Click the pencil icon in the top right corner of the Campaign Builder to access the Page Element Preview Page.
- From the left sidebar of the Page Element Preview Page, select the desired Catalog from the Select Catalog drop down menu.
Make any additional desired configurations in the left sidebar to further customize your Donation Campaign Page.
Note
Click the Refresh button to view a preview of any updates or changes that have been made to your Donation Campaign Page.
- Scroll down to the bottom of the left sidebar and click the Save button. You will return to the Campaign Page Builder.
- From the Campaign Page Builder, click the Preview button to view a preview of your Donation Campaign Page.
If satisfied with the preview of your Donation Campaign Page, click the Back Button of your browser and click the Publish button of the Campaign Page Builder.
Note
The Is Published checkbox is now checked upon returning to the Campaign Page record.
- Click the Go Back button to return to the Campaign Page record. Your Donation Campaign Page has now been launched. To navigate to the Donation Campaign Page, go to the Links section of the Campaign Page record, and click the Community's URL link.
Donation Campaign Builder Options:
The following options are available for building your Donation Campaign Page.
| Option | Required | Description |
|---|---|---|
| Enter Title | Yes | Provide a title for the donation campaign. The default value is "Enter a Call to Action Here!" |
| Label: Donation Amount | Yes | In the Label: Donation Amount field, provide text to describe the Donation Amount field. This field is required and the default value is "Donation Amount." |
| Label: Donation Type | Yes | In the Label: Donation Type field, provide text to describe the Donation Type field. This field is required and the default value is "Donation Type." |
| Label: Available Funds | Yes | In the Label: Available Funds field, provide text to be used as a label for the funds to be used. This field is required and the default value is "Available Funds." |
| Enable Other Amount | No | Allows users to provide their own donation amount. By default, Enable Other Amount is set to "True." The Suggested Levels of Giving validation rules will affect how the Other Amount field displays on the Campaign page. |
| Label: Other Suggested Level of Giving | No | The default value is "Other." |
| Enter Instructions | No | Enter user instructions; by default, the value of the Enter Instructions field is "Add instructions here..". |
| Header: Donate | No | By default, the value of the Header: Donate field is "Donate." |
| One Time Donation | No | Enter a label for the One Time Donation button. The default value is "One-Time." |
| Monthly Donation | No | Enter a label for the Monthly Donation button used for selecting a recurring donation. The default value is "Monthly." |
| Label: Number of Payment | No | Provide the label text to identify the number of payments. This field is conditional and the default value is "For All Time." |
| Enter Number of Payment Options | No | Enter a numerical list of payment options, separated by commas with no spaces between the numerical values. The default value is 2,3,4,5,6,7,8,9,10,11,12,24,36. |
| Suggested Level of Giving | No | Provide a comma separated list of the allowable dollar amounts with no decimals and no spaces between the numbers. If left null, the field will not show on the page. |
| Area of Greatest Need | No | Enter a label to use as the default fund for the campaign. The default value is "Area of Greatest Need." |
| Select Area of Greatest Need Fund | No | Provide the Salesforce Item ID from the Item URL, e.g., a0xj0000000yKxD. Conditionally required with the use of a default fund. |
| Label: Choose From a List | No | Enter text to describe the list funds on the page. The default value is "Select Funds." |
| Select Fund Search Type | No | Select the type that describes the fund search from the list of options: Picklist, Fund Table, Search, Hide. |
| Label: Write In | No | Provide a description of the Write In Fund field, e.g., a0xj0000000yKxD. The default value is "Write In." |
| Label: Write in Fund | No | Provide the Item ID from the Item URL for the Write in Fund. This field is required in order to use the Write in Fund field. |
| Header: Fund Search | No | Enter text to use as the header for the Fund Search. This field is used when the Fund Search Type field is "Search." The default value is "Fund Search." |
| Label: Filter By Category | No | Provide a description for Filter By Category. This field is used when the Fund Search Type field is "Fund Table." The default value is "Filter By Category." |
| Label: View More | No | Provide text to view additional information about the funds. This field only displays for items marked as Is Featured and when the Fund Search Type field is "Fund Table." The default value is "View More." |
| Label: Search Results Header | No | Provide text to describe the search results. This field is required when the Fund Search Type field is set to "Fund Table." The default value is "Search Results." |
| Label: No Search Results Header | No | Provide text to use as the error message when the search does not return any values. |
| Label: Continue Modal Button | No | Provide the text to use for the Continue button description. This field is used on the Fund Search window when the Fund Search Type field is "Search." The default value is "Continue." |
| Header: Options | No | Provide the text for the Additional Donation Items page header. This header is used with Company Matching and In Honor or Memory. The default value is "Options." |
| Header: Multiple Donation | No | Provide text to describe the donation header section. This header is used when the Fund Search Type field is "Picklist" and multiple funds are selected to receive a donation. The default value is "I Wish To Give...". |
| Label: Company Match | No | Provide text to describe company donation matching. The default value is "Yes, my company will match my donation." |
| Label: In Honor Or Memory | No | Provide text to use for the In Honor Or In Memory description. The default value is "Dedicate my donation in honor of or in memory of someone." |
| In Honor and In Memory Fields | No | Provide the API name of the In Honor Field Set located on the Sales Order object. This is required to display the In Honor donation field. |
| HTML: Side Bar | No | Provide HTML inline styles to display in the sidebar of the page. |
| Display Campaign Stats | No | Selecting "True" publishes the total number and amount of donations for the campaign in context. The default value is "True." |
| Enter Donation Description | No | Provide a description of the donation campaign. If you do not provide a description, the field will not display on the Campaign Page. |
| Enter Donation End Date | No | Provide the date the donation campaign will end. The default value is today's date. |
| Display Goal Progress Bar | No | Select "True" to display the progress to goal bar on the donation form. The default value is "True." |
| Select Progress Bar Type | No | Select the donation progress display method: Thermometer (Default), Progress Bar, Text. |
| Error Title: Donation Removal | No | Provide text for the title of the removal of information error message field. The default value is "Are You Sure?" |
| Error Message: Donation Removal | No | Provide text for removal of information error message. The default value is "This will remove your donations!" |
| Error Title: Missing Amount | No | Provide error message text to display when the search returns no results. |
| Error Title: Fund Table No Amount | No | Provide text to use as the error message on the Fund table when the selected fund does not have an amount specified and Donate button is clicked. The default value is "Forgot to enter an amount." |
| Error Title: No Donation Amount | No | Provide error message text to display when submitting a donation for a fund and no donation amount has been specified. The default value is "No Donation amount specified." |
| Error Message: No Fund Specified | No | Provide error message text to display when submitting a donation and no fund has been specified. The default value is "Must have at least one donation." |
| Label: Add to Cart | No | Provide text to display on the Add to Cart button. The default value is "Donate." |
| Enter Custom CSS | No | Provide inline CSS to override default styles on the Catalog Donation Display component. |
| Label: Cancel | No | Provide a Cancel Modal Button Label. The default value is "Cancel." |
| Label: Selected | No | Provide the Selected Item Count Label. The default value is "Selected." |
| Label: Selected Items | No | Provide the Selected Item Header Label. The default value is "Selected Items." |
| Label: No Funds Selected | No | Provide the No Funds selected description. The default value is "At Least One Fund Must Be Selected." |
| Label: Catalog Not Published | No | Provide the Catalog Not Published Title. The default value is "Uh Oh!" |
| Label: Catalog Not Published Description | No | Provide the Catalog Not Published description. The default value is "Houston we have a problem." |
| Edit | No | Provide Edit fund table Donations. The default value is "Edit." |
| Label: Multiple Donation Header | No | Enter the Termed Recurring Overview description. The default value is "I wish to donate {{ donation }} {{ frequency }} for {{ installments }} months starting on {{ start_date }}, totaling {{ grand_total }}". |
| Label: Multiple Donation Header | No | Enter the Evergreen Recurring Overview description. The default value is "I wish to donate {{ donation }} {{ frequency }} starting on {{ start_date }}". |
| Label: Company Name | No | Provide the company name label.The default value is "Company Name." |
| Write in Placeholder | No | Provide a write in placeholder. |
| Start Date Placeholder | No | Enter the donation campaign start date. The default value is "Start Date." |
| Enter Company | No | Provide the name of the company who will be matching the donation. The default value is "Enter Company." |