To collect donor information using custom fields in your Crowdfunding campaign, finish your Campaign Details then go to Donation Settings.
Required Fields At Checkout - The required fields for checkout are:
- First & Last Name
- Email Address
- Credit Card Info
Add Additional Fields - You can add additional custom fields for gathering specific information during checkout.
- Click the "+ Add" Button.
- This will add a new Field Name.
- There a few auto field names that will appear when you begin typing. (e.g. Phone Number and Mailing Address)
- Set the field as required or optional based on the importance of the information.
Sort Custom Fields - Once you have added the additional fields, then arrange them in a logical sequence or order for easy reference.
Save & Continue - Click the "Save & Continue" button to go to the next page.
Test Donation Form - Preview the updated donation form to ensure that the custom fields are displayed correctly.
- Test the donation process to verify that donor information is being collected as intended.
Analyze Collected Information - Regularly access the collected donor information through the platform's dashboard or reporting tools.
- Use the collected data for communication, updates, and building relationships with donors.
Questions? Contact Givebacks Support.