How do I Make Projects Available on my Donation Forms?

This article will explain how to add Projects to a form and the different display options available to you. Before diving into this topic however, make sure you start by learning how to create new Projects first here.

To add Projects to a form, we’ll be covering a couple topics:

• Editing an Existing Project
• Adding or Updating Projects on a Form

Editing an Existing Project

Start by opening the Fundraising section from the main menu. This will open your list of Pages and Forms. Remember that donation Pages have Forms on them. The following steps will work for either option.

When the list appears, click the three dots to the right of a Form and click Edit. As explained in the Create a Donation Page article, you will start with the Setup step. Click Next in the bottom right corner to move onto the Build step. This is where the Project options can be controlled.

Adding or Updating Projects on a Form

Now that you are in the right place, on the Build step of a previously created Form (or Donation Page), scroll down to the section that has a donation block for selecting a Project. When you select this block, the Donation Block settings and options should appear to the right of the form.

The Settings tab on this Donation Block are options to control how the entire block works. Click the Projects tab to locate more specific options for Projects. These will provide a series of options to show Projects on your form.

Be sure to toggle on "Show Project(s) on form."

First, you can choose your display type and Project Selection label.

Display is where you can decide how your Projects are displayed on the form for donors to choose from. Search Box is a standard search field where a donor can type out the name of a Project to see if it’s on the list to choose from. Card displays the Projects on the page with various options for showing images, descriptions, custom gift arrays, or custom amounts as well. The final option, Search Box with Cards when selected, shows the full card for the Project after it has been selected by the donor.

The Project Selection Label gives you the option to rename “Project” to another word you use when describing your Projects to donors like “Funds” or “Programs”.

You will also be given options for which Project(s) to select.

• Make all active projects available - This does exactly what it says.
• Include specific project(s) - When selected, you will be prompted to select which project(s) you would like to include. Note that once you select more than one Project, you have the ability to control the order in which they appear on the form (if you choose to display them as options to donors to select from). Also, in order for a Project to be added to a form, you must create the Project first.
• Exclude specific project(s) - When selected, you will be prompted to select which project(s) you would like to exclude. Also, in order for a Project to be excluded from a form, you must create the Project first.

Finally, if you would like a donor's gift to be designated to multiple projects, toggle on "Donors can select multiple projects."