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Creating a Quick Donate Embed
Creating a Quick Donate Embed

The Quick Donate Form version of our embedded donation form technology.

Mubarrat Choudhury avatar
Written by Mubarrat Choudhury
Updated over a week ago

Embeds are a collection of products that allow you to directly integrate our technology into your website. The Quick Donate embed is a more simplified version of the Embedded Donation Form specifically for the purpose of quickly enabling anyone to donate to your nonprofit.

Callout: To use Embeds, you must properly set up your website. To read those instructions please go here.

The following are the features of the Quick Donate Embed:

  • Frequency options for the donor to donate once or subscribe to a recurring donation. The options range from:

    • One-Time

    • Daily

    • Weekly

    • Monthly

    • Yearly

  • The Custom Amount input allows the donor to input their own amount that they wish to donate.

    • The nonprofit user can also enable their form to suggest a preferred donation amount.

  • A Default Fund is required to enable the donor to donate towards a specific cause. Every Quick Donate Embed requires only one fund to be selected.

Creating a Quick Donate Embed:

In order to create an Embedded Form, navigate to the dashboard here. When logged in, click the “Create” button at the top right of the dashboard and select the “Quick Donate” option. A side menu should appear from the right that allows you to select the options to now create a form.

At the top of the side menu, you’ll see three different tabs:

  • Form Options: This tab allows you to customize the options of the Quick Donate Embed.

  • FAQs: This tab allows you to set frequently asked questions that will be shown at Check Out.

  • Tax Receipts: This tab allows you to customize the message that donors receive on their tax-receipt.

On the Form Options tab, there are options 6 sections that you’re able to change in order to customize your form:

  • Embed Name enables the nonprofit user to name the Quick Donate Embed so that it is referenceable in the Embeds Page.

  • Donation Frequencies allow the nonprofit user to enable different frequency types on the form. Only one Donation Frequency can be chosen.

  • Default Amount allows the nonprofit user to set a suggested donation amount that will default on the Quick Donate Embed

  • Additional Info allows the nonprofit user to be able to require a Phone Number, Billing Address, or Country to be selectable at Checkout.

  • Fund Options allow the nonprofit user to be able to create or select an existing fund. The Quick Donate Embed must have only one fund.

  • Color allows the nonprofit user to select a single color for the form.

Once you’re done customizing your embedded form, click the “Create” button at the bottom right of the side menu. After clicking this button, the “Embed Link” section should generate some code that you’re able to input within your website builder.

Editing a Quick Donate Form:

If you ever want to edit a form you’ve already created, navigate to the Embed page and navigate to the specific form that you’ve created. Then click the name of the form, and the side menu should appear for you to edit any of the options of the form and click save at the bottom of the menu.

Video Tutorial:

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