This guide is for the Donation (v2) page, which uses NationBuilder's integrated payment processing. If you are using a third-party payment processor, you must set up the old version of this page.
If your website has a custom theme, be sure to update your theme before you create your first Donation (v2) page.
A donation page is a fundamental tool for almost any organization to process credit card donations from a website. NationBuilder donation pages are flexible for your needs and can act as a simple donate page, a paid membership signup page, or a payment page to purchase items such as tickets. You can create as many donation pages as you need to reach your goals and track fundraising efforts.
You can configure a donation page to exclusively accept one-time or monthly payments, or offer both to the donor.
Table of Contents
- Steps before you set up your donation page
- Payment processor settings
- Basic settings
- Advanced settings
- Add content to your donation page
- Autoresponse donation receipt
- Ticketed events
- Related HOWTOs
Steps before you set up your donation page
Before you start accepting your first donations, you’ll need to confirm that donation features are enabled in your nation and that you’ve set up payment processing.
1. Enable donation features in your nation. Under Settings > Defaults > Basics, check the box next to "Enable donations."
NOTE: Enterprise nations may not have these addons visible. Reach out to firstname.lastname@example.org if you suspect that they were deselected during install.
2. Set the currency for your nation from the dropdown menu on the left side of the page.
3. Click the Save settingsbutton at the bottom of the page.
Set up payment processing at Settings > Payment processors > New processor.
After you have completed these steps you can create a new donation page at Website > [Site name] > New page. Enter the page name and slug. Select Donation (v2) from the page types. Decide whether to include the page in the top nav or supporter nav and click the Create page button.
Payment processor settings
Several payment processor settings will affect how donors interact with your donation page. First, decide whether the donations are tax-deductible. This status will appear on the donation page and on donation receipts.
You may require a donor’s employer and occupation information, the employer’s full address, or just the employer’s city and state. You may also include corporate contribution fields. If you are a political campaign, check your local and Federal regulations to see if you are required to collect this information.
Activate any setting by checking the appropriate text box.
If your organization has a specific disclaimer or contribution rules required to accept donations, enter that copy in the "Contribution rules" text box. This includes specific disclaimers mandated by campaign finance law. Donors will have to check a box accepting these statements before submitting a donation.
A donation page that is connected to this payment processor will pull from these fields for the donation page.
Create a new page by going to your website and selecting + New page.
1. Enter the name of the page and slug.
2. Select the Donation (v2) page type.
3. Select the checkbox to include (or not include) the page in top nav or supporter nav.
4. Click Create Page at the bottom.
You will be directed to Donation settings > Basics.
Within this section, you can select what payment processor you would like to connect to your donation page from the Payment processor dropdown menu.
You will also select what kinds of donations you would like to accept from this section: one-time only, recurring only, or one-time and recurring. Recurring payments - a.k.a. “monthly payments” - allow donors to give a set amount of money every month for an unlimited amount of time.
If you leave “Accept multiple amounts” enabled, you can set what default amounts display on your page. Do not add dollar signs or other monetary symbols. An “other” option will be available in addition to these values where the donor can set a custom amount. If you use this page to sell tickets, it will only display the value of the ticket the user has selected to purchase, regardless of this setting.
With any change, remember to click Save settings at the bottom of your page.
If you have opted to allow your page to process both one-time and recurring donations, this section will be split into two parts. This will allow you to set distinct settings based on the type of donation that is being processed.
The first setting in this section determines the tracking code. This code can be used later to isolate donation that were associated with a particular fundraising campaign or event. Any given donation can only have one tracking code. To select a tracking code, make a choice from the drop-down menu(s).
To create a new code click on the blue here. You will be directed to Finances > Tracking codes where you can add a new one.
You can also select where you would like a person to be directed after donating by entering the slug of the page in the “After donating, what page should they land on next?” For example, in the image below, the donor will be directed to the volunteer page.
Like other NationBuilder pages, you can also add the donor to a path, assign a membership, and add tags to any person who uses this page to donate. Note that you will only be able to assign a membership expiration date for one-time donations. You may also assign a point person to the donor, if a point person does not already exist for that person’s profile. These tools will allow you to track and engage your donors in the future.
Add content to your donation page
NationBuilder donation pages include an ‘Intro’ section where you can post a personal appeal. To customize that text, go to Donation settings > Intro. To add an image to the section, click on the icon. It's a free-form text field, so you have a lot of flexibility.
Donation pages, like other forms on the web, convert best when they include high-quality images. NationBuilder donation pages allow you to upload a background image specific to that page. To upload an image of up to 2MB in size for your donation page, navigate to the page in your control panel and go to Settings > Background image. Each NationBuilder public theme has different recommended sizes for background images, so make sure to optimize the size of your image for maximum effect.
If you need to add a custom disclaimer that you want people to check off before donating, you can add one in your payment processor settings.
Autoresponse donation receipt
A receipt is sent to your donor as part of the autoresponse email. By default, a receipt look like this:
You can edit the donation receipt at Donation settings > Autoresponse. If your page accepts recurring donations, this is where you will set whether or not the donor receives an email for every monthly donation, or only the first donation in the series.
An uncustomized PDF version of a donor’s receipt can also be accessed on their personal profile.
Selling tickets to an event will require setting up a ticket purchasing page. We recommend that it be a different page than your regular donation processing pages.
To avoid confusion, we also suggest that you exclude it from the top and supporter navs of your website. Confirm this configuration under Settings > Page settings:
Donation pages default to accept one-time and recurring donations. To use this page as a you will want to make sure the “one-time only” radio button is selected instead.
Assuming this page is used exclusively for ticketing, you can safely ignore the ‘Accept multiple amounts’ option, as the page will only ever display the value of the ticket the user has selected to purchase.
We do not recommend enabling the social share prompt (configured under Settings > Social media) to appear when someone completes a ticket purchase. While sharing information about your event on Twitter and Facebook can increase attendance, prompting them from your donation page will take new visitors to the donation page directly - instead of your event. This means visitors will land directly on your “ticketing” page with all preset amounts available, rather than truly RSVPing. Their RSVP will not be recorded and they might contribute a random amount rather than the true cost of your ticket.