You've got two options for this:

1. Donation Form Name: make it recognizable, so you and your staff know exactly which form this is; don't worry, your patrons can't see this.
2. Accept single or recurring donations?:check both boxes if you want your patrons to be able to give a single donation or a recurring donation on this form.
   • Note: you can only make this choice when creating a new donation form. If you're editing an existing form, you won't be able to change this.
3. Frequency options: if you checked the "Recurring" box above, this is where you decide which recurring options your patrons can choose from.
   • Note: you'll be able to customize which suggested amounts appear as options for which frequency a bit later, when you edit your Donation Levels.
4. Active: make sure this is checked.
5. Donation Record Type: if Donations made through this form should have a special Record Type, choose that here.
6. Suppress qualification tasks: by default, your Donation Administrator will receive task reminders to qualify new Donations. If you don't want those reminders, check this box.
   • Note: if you choose to suppress these tasks, be sure you have a process in place to remember to qualify Donations - it's important!
7. From Email Address: optionally select a "From" email address for the confirmation emails that are sent to donors from Donations made via this Donation Form; if left blank, the From Email Address set in Organization Settings will be used
8. Donation Templates: The templates we include in PatronManager work well, but if you have custom thank-you templates, choose those here.
   • Need to customize your templates? Click here for that article.
9. Logo URL: when your patrons click the logo in the upper left hand corner, where should that link take them? We recommend a link to your organization's website.

Both of these fields are rich text fields, meaning you have a variety of formatting options.

1. Inactive Form Message: your patrons would only see this if they visit the link to a form you've deactivated, but include a message for them just in case.
   • Note: if you're deactivating an old form, this is where you'll include a link to your new donation form!
2. Confirmation Page Message: this is your "Thank You" page, so be sure to include a nice message for your generous patrons - they'll see it right after they submit their donation.
3. Link: Embed a link to your organization's website or Public Ticketing Site if you like.
4. Insert image: click to add an image; you'll see the pop-up pictured below

1. Source: link to the image you want to insert; copy the image address, and paste it here.
   • Need information on how to upload an image to link to? We've got you covered.
2. Alternative Description: if someone can't see the image, they'll see this text.
3. Height: we recommend 711, but it's up to you.
4. Click Save!

All done? Next, we'll set up the footer at the bottom of the form.

1. Theme Name: each option here serves as a baseline for how your donation form looks and feels:
   1. Chromatic
      • Overall: bright
      • Background color: white
      • Site header: white background with a strip of brand 1 color across the top, overlaid logo
      • Buttons and links: uses brand 1 color
      • Large header text: uses custom font in brand 2 color, with a separator bar below in brand 1 color. Left-aligned.
      • Small header text: uses custom font in black
   2. Cinematic
      • Overall: dark
      • Background color: uses brand 2 color
      • Site header: brand 2 color background with a strip of brand 1 color across the top, overlaid logo
      • Buttons and links: uses brand 1 color
      • Large header text: uses custom font in white, with a white separator bar below. Centered.
      • Small header text: uses custom font in white
   3. Moderne
      • Overall: bright
      • Background color: white
      • Site header: brand 2 color background with a strip of brand 1 color across the top, overlaid logo
      • Buttons and links: uses brand 1 color
      • Large header text: uses custom font in black, with a black separator bar below. Centered.
      • Small header text: uses custom font in black
2. Font Family and Font URL: find your favorite font family from Google Web Fonts to ensure your site is readable across all browsers/devices (see below for instructions)
3. Brand Colors: enter the hex codes of your organization's branding for each brand color; the colors will be used differently depending on which theme you choose (see above)
4. Save it up!

1. Description: this is what will show up on your form
   • Pro tip: call out the names of your levels along with the amount here, like "Gold Donor: $500"
2. Donation Amount: the actual USD your donor is donating
   • Be sure this is a whole number - no decimals, no commas, no symbols!
3. Rank: the order in which this option appears; fill out any number here and we'll fix it in just a second
4. Click Save

1. Description: this is what will show up on your form
   • Pro tip: call out the names of your levels along with the amount here, like "Gold Donor: $500"
2. Donation Amount: the actual USD your donor is donating
   • Be sure these are whole numbers - no decimals or symbols! - and make sure each one matches the description.
3. Frequency selections: if your form accepts recurring donations, you'll see the Frequency Options you selected for the form here. Check the boxes to decide which donation levels are available for each frequency choice.
   • Tip: if you want to adjust frequency options or remove levels entirely, you'll do that on the main form setup page.
4. Rank: the order in which the levels appear; the higher the number, the lower it appears
   • In this example, we're reordering our $500 level to be above "Other" but below "$100"
5. Click Save

1. Field Name: Amount
2. Field Type: default
3. Sort Order: 100
4. Label: "Amount to Donate" or similar
5. Required: checked
6. Default Value: leave this blank
7. Save-a-roo!

Only the Amount field you added will be left.

1. Field Name: choose the field you're adding
2. Sort Order: the higher the number, the lower on the screen your form will appear
   • Don't worry, you can always reorder your fields later if you put it somewhere you don't like
3. Label: what your patrons see on the form

1. Field Name: Personal Pronouns
2. Sort Order: Leave blank; the field will automatically join the other Contact fields
3. Label: Optionally, enter a label to display this field as on the Donation Form
4. Save

To edit an existing header or text field, find it and click "Edit"

1. Field Name: choose Large Header, Small Header, or Short Text
2. Sort Order: where this appears on your form; you can always reorder your fields/content later if need be
3. Content: what your patron sees!
4. Save when you're done

Only use whole numbers; the higher the number, the lower that content block will appear on the form.

In our example, we're adding a default/constant of Fund = "Annual Fund".

1. Field Name: choose the field you want to add a default/constant for; in our example, it's Fund
   • To add a default Campaign, you've got an extra step - see below
2. Default Value: enter what you want to be the default value*
3. Save your work

Use this URL to link your patrons to your form from your website, your PTS, marketing emails - you name it!