Web Options - WIT

Web Options - WIT

There are many options in the Web tab section of your campaign record for you to use to set up your donation page.

Your Posimente Representative will help you to configure this section, but for your own general knowledge here is a table that describes the different fields.

Campaign Options Table

(Partial)

Field Name

Description

Where It Is Used

How To Use It

Field Name

Description

Where It Is Used

How To Use It

How To Use It

This option displays a tick-box to the contact with the option to give as an individual. They will choose this option to associate their giving with a contact record and to have the donation receipt available as a personal txt deduction.

When the contact behind to fill out the donation form, they can choose Individual or Organisation, assuming both are enabled. If you enable Individual but not Oragnisation, then only the field for Individual displays form.

Tick this box to make the tick-box for 'Individual' appear on the donation form.

Anonymous Option

This option displays a tick-box to the contact with the option of requesting that their giving not be publicised on leader boards, social media or other public places. The contact's give is still associated with their contact details, and they still receive a tax receipt.

The Anonymous field appears in the same section where the contact chooses if they are donating as an individual or as an organisation, as a label called "Keep my donation anonymous.'

Tick this box to make the tick-box for 'Keep my donation anonymous' appear on the donation page below the contact details forms for Individual or Organisation.

Organisation Option

This option displays a tick-box to the contact with the option to give as an organisation.

They will choose this option to associate theirorganisationwith anaccountrecord.The tax receipt generated will be sent to the Accountcontact details.

When the contact begins to fill out the donation form, they can choose Individual or Organisation, assuming both are enabled. If you enable Organisation but not Individual, then only the field for Organisation displays in the form.

Tick this box to make the tick-box for 'Organisation' appear on the donation page next to 'I'm Giving As An'.

Display Social Media Share

This feature will display an option to the contact to share their giving experience on the social media platform of their choice.

Main donation page

Tick the box.

Allow Regular Gifts

This option displays a tick-box to the contact to turn a once-off gift into a recurring donation.

The field for Allow Regular Gifts appears below 'Amount', as a label called 'Multiply my gift by making it a monthly donation'.

Tick the box to make the tick-box for 'Multiply my gift by making it a monthly donation' appear below 'Amount'.

Display Progress Bar

This option displays a progress bar of how far along an expected campaign revenue target has progressed. The visual is generated through a formula, comparing the value of opportunities raised in the campaign to the total revenue expected.

On the Select Donation Amount page, below the campaign banner

Tick the box to make the progress bar appear on the page

Display Dollar Handles

This option displays configurable options to the contact of different suggested donation amounts, images, and text descriptions of each donation tier.

Dollar Handles are displayed on the main form, front and central.

Tick the box to enable dollar handles on the Select Donation Amount Page. Note, you must first complete and save the initial campaign setup before you can configure dollar handles. Refer to Set Up Dollar Handles for more information.

Display Comments Field

This option displays a field on the donation form, allowing the giver to leave a note or comments for your organisation.

Main donation page

Tick the box to enable the Comments field to appear on the main giving page

Display GAU Options

 

 

 

Display Captcha

This option enables or disables the display of Captcha on the donation form

Captcha displays on the bottom right of your screen.

 

Tick the box.

Default GAU

You can configure a default, catch-all, GAU for your campaign, and choose not to offer contacts the option to choose. All donations are automatically assigned to this GAU

The Default GAU is configured on the main campaign set up page

Choose an existing GAU or create a new one.

Google Address Search

 

 

 

How Did You Hear About Us

This option displays a list of choices for the contact to choose from, to let you know how they learned about your organisation

Main donation page

Tick the box.

Connection To Cause

This option displays a list of choice for the contact to choose from, to let you know what their connection is to your cause.

Main donation page

Tick the box.

Newsletter Signup

This option gives the contact to sign up for your newsletter

Contact Details page

Maindonationpage

Tick the box.

Multiple GAUs On

CheckoutPage

 

 

 

Campaign Branding

This field associates a Campaign Branding record with campaign, to give it style and custom labels.

Across all donation pages. The Campaign Branding record is accessed from the Details tab of you campaign.

Create a new Campaign Branding record.

Skip Landing Page

This option allows you to hide the initial campaign landing page, so the contact is taken directly to the donation form

Initial donation page

Tick the box.

Display 'Interested In A Bequest'

 

Main donation page

Tick the dynamic field box to display further options.

Show Title & Address on Desktop View

Ticking the box enables the setting to display the Contact's Title and Address when viewing the donation page form on a desktop.

Main donation page

Tick the box.

Show Title & Address on Mobile View

Ticking the box enables the setting to display the Contact's Title and Address when ewing the donation page form on mobile device.

Main donation page

Tick the box