Donation Widget - Form Options

Overview

The Form Options section lets you choose which fields and donation options are displayed on your Donation Widget.

You can customise the form to collect the information you need from donors while keeping the donation process as simple as possible.

Every Donation Widget must include First Name and Last Name. All other fields are optional.

Open the Donation Widget

1. Go to Admin > Widget Configuration.

2. Find the donation widget you want to edit. 
3. Select Edit next to the widget name.

4. Select Form Options from the menu on the left.

Contact Information

Use the contact information options to choose which details you want to collect from donors.

Form Option	Explanation
	This will display a drop-down with all title attributes
	Displays a text field for the donor's home phone number. The number is saved to the contact's Home Phone field.
	Displays a text field for the donor's mobile phone number. The number is saved to the contact's Mobile Phone field.
	Displays a text field for the donor's email address. If you are sending an acknowledgement email, the Email field is required.
	Displays a calendar field for the donor's date of birth. The date is saved to the contact's Birth Date field.
	Displays a text field and an option for the donor to indicate that they are donating on behalf of an organisation. When selected: The organisation name is saved to the contact's Organisation field. The organisation is used as the contact's Account Name.

Making a Contact Field Mandatory

When you enable a contact information field, an additional Mandatory checkbox will appear. Select this checkbox to require the donor to provide the information before they can continue.

Mandatory fields are identified by a red asterisk (*) next to the field label on the donation form.

Address Information

There are two ways to collect address information on the Donation Widget.

Option 1: Show Address

Enable Show Address to display the standard address fields on the donation form.

Depending on your organisation's settings, donors can search for their address using Google or NZ Post. The available address information is then populated into the relevant fields.

Use this option when:
You want donors to be able to search for their address rather than selecting each part of their address individually.

Option 2: Address Drop-downs

Instead of using Show Address, you can collect address information using individual drop-down fields.

Use this option when:
You want donors to select their suburb, city, region, or country from predefined lists rather than using an address search.

Form Option	Explanation
	Displays the address fields and allows donors to search for their address using Google or NZ Post, depending on your organisation's settings. Tip: Use this option instead of the individual address drop-down fields below. The two methods shouldn't be enabled together.
	Displays a drop-down list containing all attributes under the Suburbs attribute type.
	Displays a drop-down list containing all attributes under the Cities attribute type.
	Displays a drop-down list containing all attributes under the Regions attribute type.
	Displays a drop-down list containing all available countries.

Making an Address Field Mandatory

When you enable an address field, an additional Mandatory checkbox will appear. Select this checkbox to require the donor to provide the information before they can continue.

Mandatory fields are identified by a red asterisk (*) next to the field label on the donation form. The donor must complete the required information before proceeding.

Additional Donation Information

These options allow you to collect additional information about the donor's donation.

Form Option	Explanation
	Displays a checkbox allowing the donor to make the donation In-Memoriam. When selected: The donation is processed using the Payment Type – In-Memoriam. A text area is displayed for the donor to enter details about the donation. The information is recorded in the donation Particulars. The information is also added as a note against the contact with the Note Type – Donation Note.
	Displays a text area where the donor can enter a comment about their donation. The comment is saved as a note against the contact with the Note Type – Donation Note.
	Displays the donation widget across three separate pages: Donation Information Personal Information Payment Method Donors use the Next and Back buttons to move between the pages. This can be useful when you want to simplify the appearance of the form by breaking the information into smaller sections.
	This option works when Show Address is enabled. Instead of displaying all address fields, the widget initially displays an address search bar with a checkbox allowing the donor to enter their address manually. This can reduce the number of fields displayed on the form and make the donation process simpler for donors.

Donation Frequency

Form Option	Explanation
	Displays the donation frequencies configured under the Frequencies attribute type. The frequencies are displayed on the widget in the same order as their attribute sequencing in Vega.
	This option must be enabled together with Show Frequency. It displays the available donation frequencies as buttons instead of a drop-down list.
	Displays an option above the donation amount buttons allowing the donor to select that they want to make a pledge rather than process a payment immediately. When the donor selects this option: The enabled donation frequency options are removed. The payment section is removed. No payment is processed. When Allow Pledge is enabled, additional options are available under Acknowledgements to select the email and attachment documents used for pledge acknowledgements.
	Displays the GoDaddy verified site seal beneath the Submit button on the donation widget.

Next steps

Once you've configured your Form Options, continue with the next section of the Donation Widget setup:

Acknowledgements – Configure the emails and documents sent to donors after they submit a donation.

> Next, Acknowledgements

“Some content in this article may have been developed with the assistance of AI tools and reviewed by staff.”