Embeddable Form Campaign Guide

If you’d like to embed a donation form directly on your website and track giving toward a specific goal, an Embeddable Form Campaign is the right option. This campaign type allows you to monitor campaign totals, donor activity, and reporting — without needing a separate Donately-hosted landing page.

It’s ideal for organizations that want donations to live natively on their website while still attributing gifts to a specific campaign for tracking and reporting purposes.

Please note:

• Embeddable Form Campaigns do not include a public Donately-hosted page.

• They cannot be used for peer-to-peer fundraising.

• They are designed specifically to “earmark” donations made through an embedded form to a designated campaign.

Below are the steps to create an Embeddable Form Campaign. Click any step to jump directly to that section.

• Campaign Title

• Content
  • Campaign Status
  • Campaign Goal

• Form Settings
  • Building a New Form
  • Editing an Existing Form

A title is required to build any type of Campaign. Though never visible publicly in an Embeddable Form Campaign, giving this Campaign a unique title helps you identify it from a list, such as when you are filtering data, or when you export data.

Content

Campaign Status

For a full breakdown of Campaign Statuses, please see this article.

Campaign Goal

Goals are optional for Embeddable Form Campaigns but are needed if you will be embedding a progress bar into your website. If you do not plan on embedding a progress bar, the goal will never be publicly visible.

Building a New Form

If you're ready to build a new form to embed with this Campaign earmarked, you simply have to click "Save and Create New Form" button. This will publish the Campaign and take you to the form builder for a new donation form. You'll see on the Settings page that this Campaign is automatically earmarked to that new form.

For more information on building & customizing a new donation form, please check out this article.

Editing an Existing Form

If you already have a donation form built where you'd like to add this Campaign as an earmark, select the form from the list and click "Save & Edit This Form". This will publish or save your Campaign, and take you to the editor for that form. 

Note: If you have the Campaign Selector custom field on the Form you're trying to edit, you are not able to also earmark an individual Campaign. Instead, simply add this new Campaign to the dropdown, else create a new donation form.