How to Add a Donation Option to an Event Registration Web Form
Since Event Registration Web Forms are specifically for people registering for events and Donation Web Forms are for people that would like to make a donation, this guide serves solely as a suggestion for a workaround.
Prior to following these steps, you will need to have an existing event setup in the Events Module and then an Event Registration Web Form created that corresponds with it too. For these step-by-step processes, follow the steps in our Knowledge Base documents on How to Use the Event Module and How to Create an Event Registration Form.
- Navigate to your event in the Events Module by going to Events > Search Events.
- Click on the event that you would like to edit.
- Next, click on the Activities tab.
- Click on 'Add Activity'.
- Enter the information below and click on 'Save'.
- Activity: Donation (or whatever name you would like to list this as). This field is required as indicated by the red asterisk (*).
- Description: This is optional and serves as an internal reference for your nonprofit.
- Activity Type: The categorization of activities. To associate an Activity Type to this activity, you may create the dropdown list for these, which is located under Settings > Account Settings > Lookup Tables > Event Activity Types.
- Price: Set this to 1.00.
- Fair Market Value: You may leave this blank.
- Number Available: You may leave this blank too.
- Track Attendance: You may leave this turned off by keeping it set to No.
- Restrict Quantity Sold: You may leave this turned off by keeping it set to No also.
This will then appear in your Activities tab as saved with your other ones.
- Now that your Donation Activity is setup in the Events Module, navigate in a duplicate tab of your internet browser by right clicking a tab and select 'Duplicate tab' or 'Duplicate'. This will allow you to keep your original tab open with your event in the Events Module and in the new tab, you may make changes to your Event Registration Web Form.
- In the new tab that you opened, navigate to Web Forms > Search Web Forms and click on your form that corresponds with the event that you added the Donation Activity to.
- Prior to making any edits to your form, please ensure that there are zero pending transactions because it will change the Web Form Link and the transactions will get stuck. If you have transactions in the Pending folder, please process them first. Our guide on How to Process Web Form Transactions will walk you through this process.
- Click on the 'Advanced' button next.
- Then, click on the 'Fields' tab.
- Click on 'Add Field'.
- For the Type of Field, select 'Activity', and click on 'Continue'.
- Enter information for the field. The screenshot below highlights what you need to enter, but other boxes like Field Description are optional. The most important parts to fill out are:
- Field Label: This does not need to match the name of the activity that you setup in the Event Module but can.
- Amount: Set this to 1.00. Your constituents will be able to enter the number that they wish as it will multiply by 1 (Ex. if they enter 10 it will be 10 x 1, which means that a $10 donation will then be added to the form submission).
- Select the checkbox for 'Show on Form' to display the amount. This is optional since the $1.00 is just for the mathematics and not necessarily information for the donor.
- Field Mapping: Select 'Event: Activity'.
- Activity: Select 'Donation' (or whatever you chose to name this activity under the Activities tab of your corresponding event in the Events Module.
- Required: We strongly recommend not setting this field to required and making this an option for your registrants.
When you are ready, click on 'Continue' to proceed.
- Review the preview of your field and click on 'Save'. If you left the 'Show on Form' box unchecked, then your preview will not display the x $1.00.
- Click on 'Exit'. You are done!
Date Last Revised: September 17th, 2024
Last Revised By: Kristen Geevers