How to Customize Your Donation Form Popup Button

Creating an engaging and effective donation form popup button can greatly enhance your fundraising efforts by making the donation process accessible and appealing. Follow these step-by-step instructions to customize your donation form popup button using Donately’s form builder.

Step 1: Access the Form Builder

  • Navigate to the Form Builder: Start by logging into your Donately dashboard. Locate and click on the ‘Forms’ section.
  • Create a New Form: Click on the “New” button. This will open the form builder interface.

Step 2: Select Your Form Type

  • Choose Form Type: In the form builder, you will find a dropdown menu labeled ‘Form Type’. Here, you have the option to select either a standard form or a button popup.
  • Select ‘Button Popup’: Choose this option to create a popup button. Upon selection, the form builder will adjust to show customization options specifically for the button popup.

Step 3: Customize Button Appearance

  • Button Text and Design: Customize the text that will appear on your button. You can also choose the color and design to match your website’s aesthetics or campaign theme. This helps in maintaining brand consistency and enhancing visual appeal.
  • Label Your Button: Make sure to give your button a unique name that differentiates it from other forms or buttons, such as "Donate Now - Popup" to avoid any confusion.

Step 4: Configure the Popup Form

  • Modify Form Fields: Just like a standard form, you can customize the fields in your popup donation form. Add or remove fields based on the information you wish to collect from donors.
  • Design Customizations: Adjust the design elements of the popup form such as fonts, colors, and layout to ensure it is visually engaging and easy for donors to use.

Step 5: Publish Your Button

  • Publish: Make sure to click the green "Publish" button whenever you make changes that you'd like to save. This is also the last step before embedding your new donation button on your website.

Step 6: Embed Your Button

  • Embed on Your Site: Once your button is published, you'll auto-navigate to the "Share" section of the builder. You'll see an option for button embed options which you will select. From there, select the Simple or Advanced HTML code for your website.  



Pro-Tips for Maximizing Engagement with Your Popup Button

    • Visibility is Key: Place your popup button in a prominent location on your website where it’s easily noticeable by visitors, such as the header, footer, or floating on the page.
    • Less Isn't Always More: You have the ability to embed multiple buttons and forms on the same page. This can be useful for different campaigns or specific fundraising events, maximizing donor engagement opportunities.
    • Call to Action: Use compelling language for your button text that encourages users to click and donate, such as “Give Now,” “Support Us,” or “Join the Cause.”
    • Test Your Button: Before going live, test the functionality of your popup button to ensure that it opens the form correctly and the form itself is user-friendly.
    • Track Performance: Utilize Donately’s analytics tools to track how often your popup button is being clicked and the conversion rate of the form. This data can help you tweak and improve your approach.