Create a Dedicated Fund:
Navigate to the "Donations" section on Tent Apps.
Click on "Add Fund."
Enter a distinct name for the fund, e.g., "Golf Tournament."
Save the fund for accounting and reporting purposes.
Sub-Steps:
This step ensures a clear segregation of funds for tracking and reporting purposes.
Add a New Form:
In the "Donations" section, select "Add Form."
Name the form, e.g., "Golf Sponsors."
Opt for the multi-step form option.
Sub-Steps:
Multi-step forms provide a structured and engaging experience for donors.
Configure Form Details:
Set the form title to "Support Our Cause."
Customize the form description and upload relevant images.
Adjust button text, e.g., change "Sign Up Now."
Sub-Steps:
Tailor the form details to align with the specific purpose, such as sponsoring a golf tournament.
Define Form Steps:
Outline the steps using titles like "Sign Up," "Choose Sponsorship Level," and "Continue."
Sub-Steps:
Clearly define each step to guide users through the donation process effectively.
Configure Donation Options:
Choose between multi-level or custom donation amounts.
Enable or disable options like allowing custom amounts.
Set specific sponsorship levels and corresponding donation amounts.
Sub-Steps:
Tailor donation options to suit the needs of the specific campaign or event.
Collect Additional Information:
Customize the form fields, e.g., make company information mandatory.
Allow or disallow donor comments.
Decide whether to register donors and capture login information.
Sub-Steps:
Collect relevant information for effective donor engagement.
Set Fund Options:
Link the form to the previously created fund, e.g., "Golf Tournament."
Configure other standard options like fee recovery.
Sub-Steps:
Ensure donations are allocated to the correct fund for accurate reporting.
Enable Fee Recovery:
Decide whether to allow donors to cover credit card fees.
Configure fee recovery settings.
Sub-Steps:
Provide flexibility for donors while managing transaction costs.
Customize Form Appearance:
Use the form field manager to add specific fields if needed.
Tailor the form appearance for a cohesive user experience.
Sub-Steps:
Customize the form to gather additional information specific to the campaign.
Publish the Form:
Click on "Publish" to make the form live.
Copy the generated short code for embedding.
Sub-Steps:
Ensure the form is accessible to donors by publishing it.
Create a Page for the Form:
Decide whether to use an existing page or create a new one.
If creating a new page, use the Divi builder for customization.
Sub-Steps:
Choose the appropriate method based on the desired visibility of the form.
Embed the Form:
Paste the copied short code into the selected page.
Sub-Steps:
Ensure the form is properly embedded for easy access.
Finalize and Publish:
Review the page and make any necessary edits.
Click on "Publish" to make the page live.
Sub-Steps:
Confirm the accuracy and completeness of the page before making it accessible to users.
Communication and Support:
Inform relevant stakeholders about the new giving page.
Provide support channels for any user inquiries.
Sub-Steps:
Foster effective communication and support for donors engaging with the new page.