There may be instances where you would like to attach a Donation Appeal to a registration form you have currently displaying to be selected when new people are registering.
To do so, please follow the steps below:
Step 1: To begin the process of putting a Donation Appeal on your registration form, hover over ‘Payment Options’ in the main menu and select ‘Donation Appeal’ in the drop-down menu that appears.
Step 2: Next, select ‘Add new’ or ‘Edit’ if you have already created the Donation Appeal.
Step 3: A pop-up box will then appear with the options for setting up your Donation Appeal.
One of the questions you will be asked is, ‘Display the option for prospects to register for this Donation Appeal: On your registration form’ – select, ‘Yes’.
Step 4: Once you have selected ‘Yes’ you will be asked to ‘Select your registration form’.
Here, you will select which form(s) you would like your Donation Appeal to appear on. Simply tick the box next to the name of the form you want the Donation Appeal to appear on, then click ‘Ok’.
Step 5: Once you are happy with your choices and the rest of the Donation Appeal settings, click ‘Save and Finish’.
Step 6: By default, the Donation Appeal will appear at the bottom of the form(s) you selected. If you would like it to appear somewhere else on the form(s), you will need to go to ‘Settings’ > ‘Forms’.
Step 7: Once there, select the form you would like to edit in the ‘Build/edit form for’ drop-down menu. You can then drag and drop the Donation Appeal to where you want in the box on the lower right-hand side which is comprised of multiple grey boxes.
Step 8: When you are done, hover over ‘Save’ and click ‘Save and finish’.
You will now have successfully added your Donation Appeal to your form(s) for selection.