To encourage supporters to donate through your website, add a donation button and form.
You can use Kindful Fundraising to create and customize the donation button and form. To create the button and form, you must create a donation plugin in Kindful Fundraising.
After you create the donation plugin, Kindful Fundraising generates a small piece of code known as a code snippet. Kindful Fundraising generates two types of code snippets: one for a pop-up donation form and another for a form embedded in your website. When you copy and paste either of these code snippets to your existing website code, a donation button appears on your website.
When a donor clicks the donation button, a donation form appears.
Note: Donors can pay with a credit card or bank account. Digital wallets (Apple Pay, Google Pay, PayPal, and Venmo) are not available through donation plugins. For more information, view Payment Methods in Kindful Fundraising.
Before You Begin
To add an embedded donation form, your website must have a valid SSL certificate.
If your website does not have a valid SSL certificate, you can copy the code snippet to your website, but your donors are redirected to a hosted Kindful Fundraising form.
Access Kindful Fundraising
To access Kindful Fundraising:
Sign in to Bloomerang CRM.
From the navigation menu, select Kindful Fundraising.
Kindful Fundraising opens in a new window.
Create a Donation Plugin
To create a new donation plugin:
From the navigation menu, select Donation Plugins.
On the My Plugins page, click New Plugins.
Enter a name for your plugin.
(Optional) Select Allow Donors to Designate a Fund. This option adds a list of funds to your donation page that donors can select from. Select at least two funds to add to this list, but no more than ten. If you select this option, you cannot select Assign Bloomerang Fund.
From the Assign Bloomerang Fund list, select a fund that you created in Bloomerang CRM. You must select a fund from this list unless you select Allow Donors to Designate a Fund.&
Warning: If you deactivate a fund in Bloomerang CRM, and that fund appears on a Kindful Fundraising form, transactions do not sync from Kindful Fundraising to Bloomerang CRM.(Optional) From the Assign Bloomerang Campaign list, select a campaign that you created in Bloomerang CRM.
(Optional) From the Assign Bloomerang Appeal list, select an appeal that you created in Bloomerang CRM.
(Optional) You can configure your plugin form so that a member of your organization is notified whenever a donor completes a submission. Enter up to five email addresses under Notification Email.
Select Create & Customize.
Customize the Donation Button
You can customize the button so it matches your website design and brand.
To customize the donation button:
Enter the Button Label. This is the call-to-action text that appears on the button.
Select the Button Color. To use your organization's brand color, select Customize and enter the hex code for that color.
Select the Button Size.
Select the Button Shape.
In the Preview section, review the button design.
To upload a background image, click Choose File. Only upload a background image if you plan to link directly to the hosted version of this form. The background image does not appear if you embed the plugin on your website.
Customize the Donation Form
You can customize the text and payment information on your donation form.
To customize the donation form:
To add a logo, select Display Square Logo.
To include your organization name on the form, select Display Organization Name.
Enter the Title.
Select the Description.
Keep or edit the default Transaction Amounts, which are suggested donation amounts that appear on your form. You can enter up to three amounts. If you select Enable Custom Amount Entry, donors can select Other to enter a different amount.
Select which type of transactions to enable. You can select Enable One-Time Transactions, Enable Monthly Recurring Transactions, or both.
To ask donors to offset transaction processing fees, select I want to give people the option to cover merchant processing fees. In the text box, which percent of your processing fees that donors can choose to cover.
Add Transaction Custom Fields
You can add up to three transaction custom fields from Bloomerang CRM on your form.
To add transaction custom fields:
In a Custom Field text box, enter the name of the transaction custom field to search for it.
Click the custom field name to add it to the form. Custom fields appear on the preview as you add them.
To require donors to enter information in this field, select Required.
Select to Show this field on your form.
Add Constituent Custom Fields
You can add up to five constituent custom fields from Bloomerang CRM on your form.
To add constituent custom fields:
In a Custom Field text box, enter the name of the constituent custom field to search for it.
Click the custom field name to add it to the form. Custom fields appear on the preview as you add them.
To require donors to enter information in this field, select Required.
Select to Show this field on your form.
Customize the Payment Page
You can customize the payment page settings, which include:
The button label for Submit Payment button
Whether to collect the donor's mailing address
To customize the payment page:
In the Submission Button Label Text section, select a label for the Submit Payment button. You can select Donate, Pay, Give, Invest, or Custom.
To collect mailing address information from donors, select Collect Address.
A preview of the Payment Page appears.
Customize the Payment Success Page
Add a custom success message for your donors that appears after they donate.
To customize the payment success page:
In the Customize Confirmation Message box, enter up to 120 characters.
To add social sharing buttons to the Success page, select Enable Social Sharing.
Click Save.
Add the Plugin to Your Website
After you create the plugin, copy and paste it to your existing website code. You have these options:
Copy and paste the Embed Button Code. This option adds a donation button that opens a pop-up donation form.
Copy and paste the Embed Form Code. This options add a streamlined donation form embedded directly on your website. Your website must have a valid SSL certificate.
To add the donation plugin to your website:
Do one of the following:
To add a pop-up form, in the Embed Button Code section, click Copy to Clipboard.
To add an embedded form, in the Embed Form Code section, click Copy to Clipboard.
Paste the code to your website code. Make sure to follow the instructions provided by your website management platform.
To email the plugin code snippet to someone providing technology assistance, enter an email address in the Share Plugin Code with someone box. Click Send Email.
To share the direct link to the hosted version of your donation form, copy the Direct Link.
Click I'm Done.
After you add the plugin to your website, donors click the donation button and see your donation form. If you selected the Allow Donors to Designate a Fund option, Bloomerang CRM funds appear in the Designate Your Donation list.
Help with Specific Platforms
The steps you must follow to embed the code snippet vary for each website management platform. Make sure to follow the instructions provided by your website management platform.
To help you get started, here are links to documentation provided by a few popular platforms.
Wix:
Wix Help Center - General help with Wix
WordPress:
WordPress.com Support - General help with WordPress.com sites
WordPress.org Support - General help with WordPress.org sites
Managing Plugins - In-depth details about managing WordPress plugins
Squarespace:
Squarespace Help - General help with Squarespace sites
Adding custom code to your site - Specific help with adding custom code to a Squarespace site