How to Add a Tribute Field to a Donation Web Form

Warning: Editing your Web Form before all submissions have been processed in Eleo will cause them to get stuck in the Pending folder. It will simply keep refreshing when you attempt to process them. To prevent this, we recommend this order of operations:

-Keep up to date with processing your pending transactions

-Make the appropriate edits to your form

-Use the new Web Form link that is generated by Eleo

-Take that live link to replace your old one. It will not automatically update.

1. To add a Tribute to a Donation Web Form, you will first have to create one. Please refer to ‘Donation Web Forms’ under guides in the library.

2. Once you have your Donation Web Form created, navigate to the Web Form Dashboard > Advanced > Fields.

3. In the fields tab, click ‘Add Field’.

4. Next, choose the ‘Text Area’ radio button and click continue.

5. On the next page, you will have the option to personalize the language you would like displayed on your web form. The Field Label will be displayed above the text area on your Web Form. The Label Description will be displayed below it. Have the donor include all information that is required to set up that Tribute. For Field Mapping, select Gift: Note. This will send the note, with the gift, to your Contacts Gift History. Then click the ‘Show on Form’ option.

6. On the following page you will be able to preview this new field. Click ‘Save’ to add the Text Area to your Web Form.

*The new Tribute will need to be set up after you receive it. Please refer to ‘How to Set Up a Tribute’, located under guides in the library.