Advanced Preset Form Customization Options

Advanced presets in a donation form offer a powerful way to enhance your fundraising efforts and provide donors with more meaningful gift options. In this article, we will guide you through the steps to add advanced presets to your Donately donation form. Additionally, we'll explore use cases where using custom phrases to emphasize the donation gift, rather than a monetary preset amount, can make a significant impact on your donors' engagement and giving experience.


Step 1: Accessing the Donation Form Editor

  1. Log in to your Donately account and navigate to the campaign or form you want to edit.
  2. Click on the "Edit" button to access the Donation Form Editor.

Step 2: Adding Advanced Presets

  1. Within the Donation Form Editor, locate the section where you want to add advanced presets (e.g., donation amount options).
  2. Click on the "Add Presets" button or similar option provided in the editor.
  3. A dialog box will appear, allowing you to input preset values and customize the associated labels.

Step 3: Configuring Advanced Presets

  1. Enter the preset values in the provided field. These can be custom amounts or specific gift options (e.g., "Give the gift of 10 meals").
  2. Customize the labels for each preset option. Use descriptive phrases that resonate with your donors and clearly communicate the impact of their gift.
  3. You can add multiple advanced presets by clicking the "Add More" button or remove presets by clicking the "Remove" button.

Step 4: Saving and Publishing the Donation Form

  1. Once you have configured the advanced presets, review the form layout and settings to ensure everything is as desired.
  2. Click on the "Save" or "Publish" button to make your changes live on your website or donation page.

Use Cases for Custom Phrases in Advanced Presets:

  1. Specific Impact: When your organization has specific programs or initiatives, using custom phrases can highlight the direct impact of a donation. For example, "Give $50 to provide clean water for a month" instead of a generic monetary amount.
  2. Tangible Giving: If your organization provides tangible gifts or symbolic representations of impact, custom phrases can emphasize these options. For instance, "Give the gift of 10 meals" instead of just "$50."
  3. Emotional Connection: Custom phrases can evoke emotional connections and inspire donors by focusing on the tangible outcome. Use phrases like "Give hope to a child for a year with a $100 donation."

By leveraging advanced presets with custom phrases, you create a more personalized and compelling giving experience for your donors. These options allow donors to align their contributions with specific causes or impactful gift options, enhancing their connection to your mission and fostering greater engagement.


Conclusion: Adding advanced presets with custom phrases to your Donately donation form provides a powerful tool for enhancing donor engagement and emphasizing the impact of their contributions. By following the steps outlined in this article, you can easily configure advanced presets and create a more meaningful giving experience for your supporters. Explore the use cases mentioned to identify opportunities where custom phrases can be leveraged to maximize your fundraising efforts and inspire generosity.


If you need further assistance or have any questions, our Donately support team is always here to help. Happy fundraising!