Are you missing a chance to get to know your donors better?
You can collect information from your donors during their checkout process, on Donation Pages, Event tickets and Peer-to-Peer registration forms, by creating custom fields! This could help you get to know your donors even better and collect invaluable data that could help you in your fundraising efforts (true story).
You could create custom fields like:
- What’s your age group?
- What person (teacher/coach/employee) referred to you?
- What is your employee ID?
- What state do you live in?
- How did you hear about us?
- How much do you give annually?
This is an example of what your donors will see when they check out with custom fields:
Ready to try this for yourself? It is so easy, here is a step-by-step guide on how to do this for your next fundraiser!
Scroll down to see how to:
- Add custom fields to your Experience Checkout
- Add custom fields to Donation Pages
- Add custom fields to Event Tickets
- Add custom fields to Peer-to-Peer Registrations
Here’s How!
Add to Experience Checkout
Go to Options in Setup and click on the plus sign next to Checkout Options:
Scroll down to Add custom fields to collect donor information and click on CREATE A CUSTOM FIELD:
Enter the question or custom field title and select a response type:
(Optional) Select the checkbox next to Require donors to complete this field to make this custom question required:
Add to Donation Pages
Go to Options in Setup, scroll down to Add custom fields to collect donor information, and click on CREATE A CUSTOM FIELD:
Enter the question or custom field title and select a response type.
Add to Event Tickets
Go to Ticketing in Setup, scroll down to Choose how to collect attendee information, and select how you want to collect information from attendees:
If you are collecting the same information for all attendees, scroll down to Choose the information you want to collect from all attendees and select Add custom field:
If you are collecting different information for each attendee, select Add custom field when you create each new ticket type:
Enter the question or custom field title and select a response type.
Add to Peer-to-Peer Registrations
Go to Peer-to-Peer in Setup. To collect the same information from all registrants/teams, scroll down to Choose the information to collect from participants/teams during the registration process and select Add custom field:
If you are collecting different information for different registrants/teams, select Add custom field when you create each new registration type:
Enter the question or custom field title and select a response type.
So, what are you waiting for? Head to RallyUp, build your dream fundraiser and customize the entire Experience! It’s the perfect way to get to know your LEGEND– (wait for it) DARY donors better!
