Online Forms in DonorPerfect

Thank you for joining me. Welcome to our pre recorded webinar about DP forums, 101 for our US clients, this product, also known as the drag and drop form builder, has been around in the US for a while now, recently as it has become available to our Canadian clients as well. If you happen to Read More

Thank you for joining me. Welcome to our pre recorded webinar about DP forums, 101 for our US clients, this product, also known as the drag and drop form builder, has been around in the US for a while now, recently as it has become available to our Canadian clients as well. If you happen to be from Canada, please check out the DP forms, 101 for Canada, pre recorded webinar. While this new product is almost exactly the same between the US and Canada, Canada has some extra considerations for available payment methods and the receding process.

Hello. My name is Sean Potero. I’m a training specialist here at DonorPerfect. Often get to work with clients one on one, but I get to do these fun recordings every now and then.

So if this is a new topic to you, but you’ve been a donor, perfect for DonorPerfect client for a while. You may be familiar with some of our existing products now, for a while, we’ve had something called online forms. Online Forms is our brand name for the online page builder that we’ve had for quite some time now we have created a newer version of that established product that we are calling DP forms. Sometimes we’ll see it as the drag and drop form builder.

This new product is, is very simple.

I’ll be breaking everything down here, so it’ll probably fill up at least a half hour or longer, but left to your own devices, you could probably get one of these set up in about 10 minutes. Classic forms, a lot more versatile. I it can do events, and it can do sign ups and surveys and peer to peer, but takes a little bit longer to set up, maybe about 30 minutes if you’ve never set one up before. V is even without this video, there is a step by step process that it does prompt you down where, even without having watched this video, I’m sure you could figure it out on your own with those step by step guides. It is pretty easy to use. If you can see an element on this page, you can click it, drag it, rearrange it, and you’re going to have a lot higher conversion rates over the decades of working with nonprofits, we’ve taken all that industry knowledge and focused the product to adhere to some of those patterns that we’ve seen over the years. Also many more image formats that we can get on here, and more payment methods.

Credit card and bank account are a staple of donor, perfect payment processing, Visa, MasterCard, American, Express, Discover, maybe you also have bank account transfers. That’s That’s old school. We’ve had that for a while, and so too. Does this new product have that capability as well, but we’ve added to that PayPal, PayPal and Venmo. So that is going to reach a wider audience as well. If you have a PayPal business account, you’ll be able to connect that.

Before you start, you are going to need some prereq prerequisites. I’ll go over everything that you need.

There are highlights. I’ll do a deep dive into all the areas and different ways that you can edit it. It could be very simple or a little bit more involved. If you’re looking for more information or more interactivity. I’ll go through the whole process, beginning to end. I can even put a transaction through it, and we’ll follow it through back into DonorPerfect. When you have the drag and drop form builder added on, you also get a special report in the Report Center along with it to help report on the success of your new drag and drop forms.

Let’s talk prerequisites.

We do have clients that just have the database. You have the database for manual data entry and mass data entry and reporting and mailing lists and Constant Contact, but you might not be doing payment processing with us.

That is one thing that you’re going to have to have to have. We’re looking at a snapshot of the apps drop down menu featuring the two things that you are going to need in order to get a new form. First and foremost, you’re going to have to be doing payment processing with the safe save team.

That is our exclusive merchant processor, the software we call the processing gateway. I like to think of as a virtual bank teller moving money from your constituents bank accounts into your bank account. And you’ll have to have this activated. Reach out to the support department. They will direct you towards the payment processing team to get that set up. It is free to have a processing gateway set up and attached to a bank account. And on average, it’s roughly 3% per transaction, depending on the method that is chosen. So that’s first and foremost. You’ll have to have this thing called a processing gateway, which I you, if you have this already, you can go to it. It’s an option here on the drop down, but you don’t need to it just is kind of there on the back end, doing its thing, moving money around the in this case, the transaction is going to be initiated by an online form. If you’ve used online forms classic before, you should have this option here. What you might not have is this little side drop down menu. If you don’t have this little side drop down menu, pause this video, reach out to the kind folks and DonorPerfect customer support, and as long as you have a processing gateway already, kindly request, please, can I have the new drag and drop forms, aka DP forms, and they’ll add it on for you after a little bit of delay. Give them time. But it is, it is a free add on. You just have to ask for it. And then once you get that email from support saying you’re good to go carry away, you might need to log out or refresh your screen, go back in, you’ll see a new option here. Suddenly, online forums is now twofold. We have online forms, classic, the online forms product that you know and love from over the years. It can do events and many, many other things, but we have the drag and drop form builder, which has perfected the art of taking donations. Some highlights, easy to use. You can drag and drop, very, very intuitive. Anything we see on here we can move around. The branding is really easy. There’s more file formats that are allowed for images to get your branding on there. Really easy to get the color code in as well. Also very easy to embed if you have a iframe framework on your website, a very easy to embed these or link them. Perhaps we’ve had a lot of feedback about organizations that are donating through a page like this. Based on that feedback, we’ve made it easier for organizations to donate. They always could donate. But is the data going into Donor Perfect reflected that slight change in data entry that we would have for an organization versus a person, and tributes. And tributes, the classic forms have had the option for tributes in memory of or in honor of somebody, and they still do. And what was the established process was, if somebody made a donation of that sort, once that gift is downloaded into DonorPerfect, you would create a manual letter to send. So my grandma passed away. People donate in her memory. You could send me a letter manually, with all of those donations on it, but with the new forms. That isn’t even a part of it anymore. If we make a donation, there’s an option for in memory of or in honor of no manual process needed, just put the person’s name and email that you want to be notified about that donation and upon a successful transaction, so it will be all right without further ado, let’s hop in here. Let’s hop in here. Let’s hop into DonorPerfect, where I actually already have a constituent profile open. Everything really does boil down to data entry right now.

On one of our our donors in this mock database we have here, and I’m on the gift screen, and we’re going to find our way back to this gift screen, where at some point we’re going to create a gift for this person, and when this gift does get created, we’re going to be concerned with some of these values, or we should be the date of gift and the gift amount you’re concerned. Constituents will come up with that type of gift. That’s the format of the donation. But what about some of these other fields, General Ledger? What fund is it going into solicitation? Is this a part of a certain fundraising effort? And this is why I had this one open. I wanted to make sure that we had a Giving Tuesday 2024 option set up because I think it’s never too early to come up with that page. Even though, at the time of this recording, it is in September, we can still create our Giving Tuesday page in advance and make sure that the online form is labeling those gifts as such. So I’ll leave Pedro open in case we have to remind ourselves about the values that are in this field. It all comes back to data entry. At some point from here, I’ll go to apps on the white ribbon at the top of the screen. Over to the right, these nine dots is the apps drop down menu where my prerequisites are met. I have a processing gateway doing its thing, moving money around. I’ve always had online forms, but we now have our newer product. If you’re interested in the classic forms, we do have a separate webinar about that product here. I’ll go to drag whoops, I will go to drag and drop form builder.

Let me open this up in a new tab, and from the very first page of the New DP forms, we can see each of the forms that me and my colleagues have created. I could click on any of these, edit them, or I could view or share them. Right from here, we also have a running total at the top for all of the transactions that have gone through these forms. There is a separate report, which I will show later on, where we could find out more information about these, all of these gifts for this total now, because I do have all these in here already, if the new forum that I’m going to make is similar in scope to an existing one, I could go to the three dots next to one of these, and I could copy the form, save myself a little bit of time if that existing form has the options on it that I want, but easy enough just to make one from scratch. On the right hand side, I have my Create New Form button. I’ll start off giving it a name. This will be for giving Tuesday 2024 and my only other option besides the name at this stage is, do we want our donation buttons to just have amounts, or do we want it to have amounts and an impact statement. This amount of money covers 10 meals for one person at our homeless shelter. If you’re able to come up with an honest and accurate calculation for what the impact is on these donations, the psychological effect will result in more donations. I’ll keep it simple for now, just donation amounts. We don’t need to get hung up on this choice. We could always go back later on and add those impact statements. And then from here, we can click on Create Form, me and my user ID. I’ve done this already. I’ve already created these forms. You when you go through this, there will be a pop up that points out all the different areas and features, which I’ll be going over today. Essentially, it’s going to work top to bottom. On the left hand side, we have these different areas. We are going to start building it, and then we can figure out our payments before styling it, then accounting for our hidden fields, beyond date, beyond Gift Amount, what fund is this going into? What codes are going to be? There some additional settings to consider for the email that gets sent on a successful transaction. And then we have the option to preview down here. But let’s start off and build we have our form over to the right hand side. We can see that as I hover over these different elements, it changes into a little bit of a cross icon indicating that I could click and drag to rearrange these different features. This very first one is an image feature. If I click on Browse, it’ll bring up my file explorer and let me find my Giving Tuesday picture. Here we go. Just beneath our image, we have a headline.

We can have a short statement, a title, a call to action, and then we have a text feature. All of these are also featured on the left hand side, the text area has a higher character count. Can fit more of a message than the headline. Feature is we can enter in our message here. This is our WYSIWYG editor. What You See Is What You Get, bold, italicize, underline. We have a considerable amount of fonts, colors, arrange it, bullet points, all that good stuff. We have links that you can put in here as well, and based on suggestions, we do have emojis now. Then once you have your message in here, click on the Save button the green icon. If there’s one of these elements that you don’t want, you can hover over it, go to the red trashcan icon. Suddenly it’s gone. If I change my mind, right from the build area on the left hand side, I can find the text option, click, drag it back, and there it is.

Same thing with headlines, if I want to have more than one headline, or if I want to have more than one image, which I will skip for now, I’m sure all of you will put the time and effort to put in a heartfelt message that is there, onward and forward, moving on from build we have payments. I can click on payments, or I could click on the donation amounts themselves to open up on the left hand side the ability to edit amounts. Right now, it’s showing us our monthly giving amounts which I could edit. I don’t have to go with these default ones that are here. If you determine that different amounts will be more effective. Right now, I have four different amount options. I can add a fifth at the bottom, but it will not allow me to add a sixth. There is a little blurb in here about the considerable drop rate, 20% in conversion rates. Once a sixth option is added, people get analysis paralysis, is what I call it. I know there’s a technical term, but too many options, and people are less likely to make a decision and pick what it is that they want to donate. Conversely, less than three if you say, have two options, people feel a little trapped and forced by that binary option of two. So based on many studies, not just our own data, between three and five domain donation amounts is the sweet spot, and that’s what we’re locked into here. We can change what the amount is going to default to, and we can toggle between one time and monthly giving amounts. If they’re just donating once, a little bit more likely to donate a bit more. So we can have different amounts for different ways of donating. At the very bottom here, I could go to amount settings. We can change the verbiage for the donation box to say whatever we want in the header, if this is your very first form with us, I would leave one time and monthly giving on cover all your bases, but certainly you could have just a monthly giving form, or you could have your form just be one time gifts.

And we could have it default to monthly giving. People could always decide to switch it over to one time if they want. And here is where we could enable an impact statement, description of gift impact with this enabled, I can click on the back button within payments here, and now my slots have been expanded for each donation amount. I can still change the amount if I wanted, but there is now a space where up to 50 characters, you can have an impact statement detailing how these funds might be used. 

And we could have it default to monthly giving. People could always decide to switch it over to one time if they want. And here is where we could enable an impact statement, description of gift impact with this enabled, I can click on the back button within payments here, and now my slots have been expanded for each donation amount. I can still change the amount if I wanted, but there is now a space where up to 50 characters, you can have an impact statement detailing how these funds might be used. 

Okay. Now going back to build here for a moment, the headline I have in there already, the text I got rid of. I have an image the donation item is on there. I can click and I can drag, and I can move this around, just like anything else. And on the left hand side, I can alter this in payments. I also have the option of including tributes. This is where we can do in memory of or in honor of somebody. The Tribute name in this box and multiple notificants can be selected here. This will send out an email to them, automatically notifying them about the name of the person and the date of their donation. There is a red trashcan icon. You could remove this if you wanted to. I would encourage you to keep it in. But all groups of people are a little different. You know what’s best for your organization? The other option that we have, that I would encourage you to leave on, unless you feel other strongly otherwise, is the donor offset fees, which, if I scroll down that’s going to be more towards the bottom, make the most of my donation, and here say, if I were to select $50 it will take the 3% processing fee and round up and add it to whatever that donation is. In the preview, with $50 selected, 3% of 50 is $1.50 the total amount would be 5150, there’s no way to prevent the process and Gateway safe saved DonorPerfect from charging that 3% transaction fee, but your constituents can mitigate that by rounding up a little bit to cover the difference. Again, there’s a trash can icon next to it. You could remove it. Most people will go for it. If you leave it in there, they don’t have to check this box off. But if you click on edit on the donor covers cost option. You could also get there from payments on the left. You can change the verbiage there. You can also change the percent, but 3% is an honest estimation of what that is. It’s slightly more for bank accounts, and it’s slightly more for American Express Visa, MasterCard. Discover is under 3% but about like two point i Something I forget, but on average, it is 3% what you could change, though, is the maximum fee, because it defaults to 3% up to $10 so you can certainly raise that or remove that barrier entirely. You could have it selected by default, so it’s automatically rounding up the form. Won’t do that for you. If you want that, you’ll have to go out of your way for that. Now the last thing we have under here in payments is our payment methods. Here is our payment methods right now, we could click on it, or from payments, we could edit our payments. This does have to be a PayPal business account, but from here, if you click on link a PayPal account and they pop up, it’ll have you log in to make that connection. And of course, that will come with Venmo as well. If you are doing bank account, bank account transactions, that’ll already be set up with the process and gateway, and it’ll be showing up as an option here. So whatever native options you’ve already discussed. If you’ve been doing bank account and credit card with online forms and Instacharge, likely the process and Gateway has that for you already. In this example, it’s just not showing it because I want a fake database. Can’t demonstrate everything. If you have bank account, you’ll have that option here. Additionally, you could also be doing PayPal, all right, onward and forward styling. We can pick the background color and an accent color. A lot of our design will be coming from wherever. Images you can add. We have a boring gray for the background right now, let me click on this little down. Arrow where I could use the color wheel, good old classic color wheel, and play around, pick a color that I want. Or at the bottom we have RGB HSL and hex code, if you know your branded color code, or you could use this little eyedropper, it will turn your cursor into a magnifying glass, where you can pick the pixel that has a color that you want, and then, bam, there we go. There’s our navy blue. And then we can pick the accent color that’s going to be showing up on some of the buttons and check boxes with the same color options. Let’s go with this red. And there we go. It’s saving that change automatically, just as it has been saving all of the changes as we go along, you don’t have to worry about clicking a save button anymore. Is it one here, or is it one here? So we’re getting there. We are getting there. We have our amounts. People will come in whatever day they donate, they’ll pick the amount, and it will land back in that person’s profile. It’ll do that automatically as well. If you’ve used our classic forms, classic forms need to be manually downloaded into DonorPerfect the database, not the case here. If it’s a success, a successful transaction, it’ll download match up to that person’s record and add it on here in hidden fields, we can account for all the other values that that gift may have. Once it lands on that person’s profile, gift, amount, date of gift, they select that type of gift that’ll fill itself out, PayPal, credit card, etc. But you get to decide the rest of this. Now, some of these fields have fixed purposes, General Ledger, QuickBooks, class these have accounting purposes, campaign solicitation, sub solicitation. Solicitation is a primary field for us here, we use this to record our individual fundraising efforts, year specific. And I want to make sure that the online form, the DP forum, the drag and drop form that I’m creating, has this very coding on it so later on, whether it was cash check in person, if I want to find out how well a Giving Tuesday did, it’s this solicitation code that I’m going to use to find that later on, some people also organize underneath campaign, some big umbrella strategy. And not everybody uses solicitation codes, but we could certainly use that to record a revenue stream, the thank you receipt template. I’m certainly going to account for that ideally, when best use this thank you receipt Template field, older data databases have this field. It’s just called Thank you. Letter, it’s best use is to record which email and letter templates you have at your disposal for the online form. We can’t do a letter automatically, but we can do an email automatically so that when this gift does show up in here, it’ll have all these qualities, plus a thank you date, meaning you don’t have to worry about it going into receipts. It’s already been thanked here in hidden fields, I can apply some of these values. Solicitation code, let me click on Assign code, find Giving Tuesday 2024 I can select my campaign as well a sub solicitation. Sure if we’re doing multiple efforts for this, we might want to break down our efforts within Giving Tuesday, 2024 and general ledger, I could pick as well. What fund is this going into? Especially important if you’re using our integration or interface with QuickBooks, this is the field that’s used to keep income accounts in order. And I could lock that in here, just like the others select it’s going into the annual fund, and all the money will just go into that fund with this code on it. Or I could delete general ledger, little trash can here.

I could delete it, and then I could go back into build. Yes, and from here, I can put in a drop down General Ledger on the gift screen. It is just a drop down where the funds are, and I could give a little decision making power to the people by dragging and dropping in a brand new drop down. One more time, back into build. If I drive, go down to the bottom. We have the different field types, drop down, text input, memo box, check box. I’ll add some of these other types, but general ledger is a drop down. I want to add this here, and I want to map the Donor Perfect field. Here it will show me all of the fields on the gift screen that I could use that are drop downs. Will notice at the very bottom unavailable fields, campaign solicitation, sub solicitation, thank you. Receipt template. These are hidden. These are decided underneath hidden fields. But I’m going to map this non hidden field to be a general ledger, and we can see a change over here. It’s now calling itself general ledger, which wouldn’t mean much to your average person. I certainly wouldn’t have known working here, um, which funds would you like to donate to? Everybody will understand that we could make this required if we wanted to, and we could also edit what options are in here as well. Some of these are maybe event specific or just wouldn’t be used on a form like this. But we can certainly limit it to, let’s say unrestricted memberships is separate. Let’s building fund, annual fund. We can include gap fund as well. We can even change what these are called. Are unrestricted might make more sense, is where needed most, and then we can update that drop down, just hiding those other options.

And we can even set the default value. We can make this field required, but in case they feel like skipping it, good idea to have a default value in here so that whatever one you want them to go with will already be populated. There we go. I can also add some other fields for check boxes. Maybe you want to map the donor. Perfect field for anonymous gift, you can mark this gift as anonymous. Going through again, you can change the label whether or not it’s required or whether or not it’s set by default. Can’t think of any text boxes, but for memo boxes on the gift screen, there’s the gift narrative field. The Gift memo. It’s sometimes called, says a high character limit on a good a good spot for miscellaneous notes.

We could map that to the gift narrative, and we can phrase the label as a question, is there anything else you want us to know? And for a memo field like this, we could pre populate it if we wanted to. But if it’s for notes, let them fill that out. Not needed any of this, necessarily. Most of the fields that we need are our hidden fields that we can lock in, or we could make them visible.

The tell us about yourself, section can be edited. We’ll see it in action once I run it and test it so how it will display itself, slightly different between individuals and businesses. We have our payment methods here, and we could publish this. This is good to go. Well, it was, it was ready to take donations as soon as it was created technically, but now that I have designed it a little bit more at the top right, I have a yellow button that says, publish. Ah, and it is warning me that there is one other thing that I should do. I. I love that this warning is in here. We could have told it to skip. We’ll go back and do it later. Let’s account for it now. I going back to our example gift. My hidden fields will show up as the campaign solicitation, sub solicitation, the person will pick the general ledger. I also have the ability to pick which email template is going to be used now, the thank you receipt template, the thank you letter drop down, if you have an older system, is used or manual entry of the email and letter templates that you have at your disposal with the DP forms, the drag and drop forms. It’s just going to be email. And I can find those emails by going to mailings and email templates. And here we go in here, even if you’ve never been here, you should have a number of example email templates. Please reach out to the support department if you need help creating one of these from scratch.

Let me see if we have any forgiving Tuesday you. No, that’s okay. I will copy one of these so we can quickly make one our standard Thank you. Let’s make a copy of this one and edit it, and we are going to make this our Giving Tuesday. Thank you The Thank you code association for this email. When I click on it, it will show us a number of the options that are not in use. The Thank you code association is very specifically looking at this drop down here. And if I go back, we have recorded a mistake. Giving Tuesday has to be a new somewhere, folks. Let me click on Back to template list. I think I was just moving too quickly. Where is oh, here it is, okay. Thank you, Miss Donna. She beat me by this by six weeks. Donna already has us covered. You’ll have to have an email template. It’ll have to have that. Thank you. Code Association, Miss Donna has already created that for me, and it’s ready to go. We even have a connection to chat GBT for helping write your emails nowadays. So you’ll have one of these. And going back to our forms, if I go into settings here, I can set up the thank you email. And if I want it to have a thank you date on it and be officially receded through DonorPerfect. We’re going to go with the Donor Perfect template option from here I can select the email template that has a code attached. I’ll select Giving Tuesday 2024 and now the email receipt is taken care of. If I go back to settings, there is another option for the confirmation page.

There’s going to be some generic text that is in the confirmation page, which you can feel free to change if you feel feel the need to. There we go, and then published, I get a green check mark. Here is the link. I’m. I can copy this view the form as of this recording, September 17, 2024 we don’t have a way to test these transactions out just yet. I have that ability as an employee. We haven’t rated a test environment for this just yet. So the only way for you to test it would be to put through a transaction. The minimum for transactions is $5 it’ll work just fine, just like it always does. But the test that I’m about to do is not one that you’ll be able to perform. We also have a QR code generator, so you can create the QR code and download it as a PNG right from here, slap it on the side of your donation van or put it on a letter.

And now that publish button has gone away, I do have a share button that I can click on, where it’ll show me the link, and I have the QR code and the preview. Again, all changes have been published, but be aware that if I make any other changes to this, even something simple, like rearranging the fields, suddenly the publish button has lit up again, and now it’s telling me that there are unpublished changes. Earlier, I said that the forms are saving your work, which is true, it did save the colors and the words that I picked, and it’s saved my arrangement, but it hasn’t published it yet, and until I click on Publish, and I get the the thumbs up from it the green check mark. Only now is that change being reflected in the actual forum view. So be aware of that if you’re going back and making any changes, oh, we’ve, you know, we’re going to try some different donation amounts. Let’s go in and let’s change those. And as soon as I click out of the thing that I’ve added, it saves and again Publish button lights up. We’ll have to click it to make sure that that change is reflected in the end result of the form. And now apologies to my lovely audience, I have the ability to put a fake transaction through. You won’t have this ability on your end. Let’s put a monthly transaction through, and let’s see new building funds, never anonymous. Put in our miscellaneous notes, if we want. We can certainly dedicate this gift and we could have somebody notified about it, if we want. Here we have business or organization, which very slight difference names for people, individuals and businesses organizations have slightly different data entry we can account for that. They can just click this button. Data Entry changes appropriately. I am in this fake database. I’ve been using Pedro as an example. Here. You know what? I’ll continue without saving maybe I should use Pedro as an example. Why not? So Pedro Pascal is going to make a donation here.

And now that publish button has gone away, I do have a share button that I can click on, where it’ll show me the link, and I have the QR code and the preview. Again, all changes have been published, but be aware that if I make any other changes to this, even something simple, like rearranging the fields, suddenly the publish button has lit up again, and now it’s telling me that there are unpublished changes. Earlier, I said that the forms are saving your work, which is true, it did save the colors and the words that I picked, and it’s saved my arrangement, but it hasn’t published it yet, and until I click on Publish, and I get the the thumbs up from it the green check mark. Only now is that change being reflected in the actual forum view. So be aware of that if you’re going back and making any changes, oh, we’ve, you know, we’re going to try some different donation amounts. Let’s go in and let’s change those. And as soon as I click out of the thing that I’ve added, it saves and again Publish button lights up. We’ll have to click it to make sure that that change is reflected in the end result of the form. And now apologies to my lovely audience, I have the ability to put a fake transaction through. You won’t have this ability on your end. Let’s put a monthly transaction through, and let’s see new building funds, never anonymous. Put in our miscellaneous notes, if we want. We can certainly dedicate this gift and we could have somebody notified about it, if we want. Here we have business or organization, which very slight difference names for people, individuals and businesses organizations have slightly different data entry we can account for that. They can just click this button. Data Entry changes appropriately. I am in this fake database. I’ve been using Pedro as an example. Here. You know what? I’ll continue without saving maybe I should use Pedro as an example. Why not? So Pedro Pascal is going to make a donation here. 

I have him open on my other screen. We will get our address in there. Celebrity, Pedro Pascal is not a constituent of ours, unfortunately, but people love them.

Put through a fake credit card, you will get an error message. It will allow me to do this.

Billing contact and address the same we could always change it if we’re using different address for different billing options, we can round up review. Whoops. Hold on now. I should get an error message, potentially, yep, that needs to change even a fake transaction, still 16 digits.

There we go. Perfect. We verified. We have our payment method, and now we can donate. There we go. This is the confirmation page that we could have edited in the Settings option had I used my real email address that Giving Tuesday 2021 email would be on the way. And now let’s follow that back into DonorPerfect, which we have a shortcut for Widner NDP forums, if you go to the white ribbon all the way at the top right, there is an Apps button where you could switch to classic, or you could go back to DonorPerfect the database. Let’s pull up Pedro. Let’s look at his gift screen. And there we have it, 5150 for giving Tuesday, we have our heart icon, perhaps the word emails that went out to the surviving family. If that was the case and if I edit it, let’s see. We have the general ledger code that I selected it was where needed most, aka, unrestricted. So uh, QuickBooks class and an account for but certainly campaign solicitation, sub solicitation, we have the Giving Tuesday option. Uh, you all rock down here. We have in memory of Laura green, and we have a thank you date, anonymous gift is not checked. I didn’t go for that option, but this has been thanked now. It’s been thanked by email when we do our bulk processing of individual donations, this won’t be included, but certainly will be in the end of your tax letter. Now, if I go back to apps, online forums, and let’s bring up the drag and drop forums again. Back to this very first page. It’s gone up by one from 66 to 67 and we have the total amount that’s here. But what we don’t have, from this view, is a breakdown of how well these different forms did. We can’t see that information from here, and we’re going to have to go somewhere else for that. Back in DonorPerfect on the gift screen, there are two fields that will tell us some more information about the form, DP forms. Form name will tell us the name of the form, Giving Tuesday, 2024 now I did do my due diligence of putting a proper solicitation on here. There is a separate field that will record that as well as the payment type and the last four of the payment method that were used. So on the gift itself, it will, it will tell you that. But if we go into reports and Report Center, where most of our fact finding missions begin, there is a new report that’s in here, whenever it was that you requested that the drag and drop forms be built. So it was, but also in reports and Report Center, within financial reports, there is a report called DonorPerfect donation form summary, I would just go to Reports and Report Center, and if you do a search at the top right for the word form or for the word DonorPerfect, we’ll see Donor Perfect. Donation forms summary. Now for me and my user ID, I favorited this. It has a yellow star, and I’ve ran it before. It remembers that I ran this back in February. Not the case for you, it’ll be in there, but you’ll just need to search for it. Feel free to give it a yellow star so you can easily find it and. We will open it up, and this one looks like most of our canned reports. We have a date range here at the top left, there’s hidden criteria on this report that says, Don’t show me. Just gifs in this date range. Show me gifts that came from one of those DP forms. We could narrow it down like we can our other reports, but really open this up, put a date range on it, click on Run Report, and it will just show you gifts that came through the DP forms. Processing method going to be DP forms for all of these, what will be different, though, is the form name. We have a column here for form name. This is being sorted chronologically, if we go to the whoops to the bottom here one Mr. Pedro Pascal’s Giving Tuesday donation is seen here as well. Anything. In blue, we can click on, if I click on this gift amount, it’ll take me to that gift. And I didn’t just donate once, though today I did, but I selected the monthly option, and for that transaction, it’s listed as Yes. I could click on that yes, and it will take me to the pledge. The pledge and Donor Perfect is the placeholder for that ongoing commitment for the gifts. It has a billing amount of 5150, the total is $0 that will tell the system that this pledge is indefinite and it will keep on going and going. Or if they wanted to say, donate for 12 months, we can pull out our calculator. Or if you’re better at math than me, find out what 12 times 5150 is to give yourself a total. Now, the total paid on this on this commitment, is already 5150 and if we want it to stop after a year, once this total is reached and the total paid is equal to it. It will no longer charge. But just like the gift that we saw, it has all of the same drop down options. And monthly giving is set to yes, we have the payment method stored at the very bottom. We can see the first pledge payment today, the start date, the day of the first transaction will be the day of the month that this pledge gets charged on moving forward. But I would only change the total or need to change it if they wanted to the pledge to stop at some point, it will just come through As an indefinite pledge.

Otherwise, okay? And to recap, DonorPerfect forms provide an easy to use donor experience for accepting one time or monthly gifts. This product has changed its name a couple times even within this presentation, DonorPerfect forms, DP forms, drag and drop forms, the old one is called classic. That’s for sure. Uh, you’re going to need a safe save payment gateway, a DonorPerfect is owned by a company called software, and underneath the software umbrella is safe save. That is our payment processing department, and that is our one and only merchant accounts. For this, you will need to set up with payment processing. You also have PayPal and Venmo as an option to you as well. You can easily customize them and align them to your brand and your message. Thank you so much for watching today’s presentation. Please reach out to the support department if you have any questions. This has been DP forms, 101, I have been Sean Potero, and you have been a great audience. Take care everybody. Thanks for watching. Have a great day.