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Customize Your Donation Forms

Goal: Tailor the preset amounts, descriptions, and behavior of the donation form for different audiences — your annual appeal, an event, a specific campaign — and embed each one independently.

What you can customize​

Each affiliate can have multiple donation forms. Every form is independently configurable and has its own embed URL, so the donate button on your event page can show different copy and amounts than the one on your homepage.

For each form you control:

  • Preset amounts — the quick-pick buttons donors see (e.g. $25, $50, $100…) along with a short description for each ("Box of Nails", "Power Tools")
  • Default selected amount — which preset is highlighted when the form opens
  • Behavior toggles — allow one-time only / recurring only / both, allow a custom amount, allow anonymous, allow tribute (in honor / in memory)
  • Min and max amount — guardrails for the custom-amount input
  • Default fee coverage — pre-check the "cover processing fees" box
  • Default designation — pre-fill a campaign / project / event, with the option to lock so donors can't change it (useful for event-specific links)
  • Branding — title, intro paragraph, button label, theme color, thank-you message, optional redirect URL after success

Open the editor​

From the sidebar choose Fundraising → Donation Forms. You'll see every form configured for your affiliate, the number of presets, and how much each form has raised.

  • Default form — the one marked with a star is your fallback. Any embed that doesn't specify a slug (such as the legacy /embed/donate-simple URL) resolves to this form. You can change which form is the default by editing it and toggling Default form on.

Create a new form​

Click New Form and fill in:

  1. Internal name — what staff see in this list (e.g. "Spring Build Event")
  2. URL slug — the short identifier in the embed URL. Lowercase letters, numbers, and dashes only (e.g. spring-build). Becomes part of /embed/donate/<your-affiliate>/spring-build.
  3. Public title and description — what donors see at the top of the form
  4. Preset amounts — add as many as you want. Drag the handle to reorder. Click the star next to a preset to make it the default selection.
  5. Behavior — uncheck recurring if this is a one-shot event, uncheck custom amount to force donors to a preset, etc.
  6. Designation defaults — paste the UUID of the campaign / project / event from its admin page. Toggle Lock designation to prevent the donor from picking a different one.
  7. Branding — adjust button text, color, and post-donation messaging.

Click Create form. You're back at the list.

Get the embed snippet​

Click the <> icon on a row to copy a ready-to-paste iframe snippet:

<iframe
  src="https://app.ayunacore.com/embed/donate/atlanta/spring-build"
  width="100%"
  height="180"
  frameborder="0"
  scrolling="no"
  title="Donate"
></iframe>

The snippet renders a small button on your website. Clicking it opens the full donation form in a popup window (Finix's payment widget can't run inside an iframe — the popup is what makes card capture work).

When to make a separate form​

Good reasons to split forms:

  • Event-specific — your gala has different ticket-price-equivalent amounts ($150 = One Seat, $1,500 = Table of Ten). Lock the designation to the fundraising event so the gift attributes correctly.
  • Campaign appeal — your year-end push wants matching-gift copy and higher default amounts than your everyday donate page.
  • Project sponsorship — donors viewing a specific home-build page should see amounts tied to construction milestones, not generic supplies.
  • Recurring-only — your monthly-giving landing page hides the one-time option so donors don't accidentally make a single gift.

What stays consistent across forms​

Some things remain organization-wide and aren't per-form:

  • Payment processing (Finix), receipt template, and receipt numbering
  • Donor profile creation (a guest donor is created once per email, regardless of form)
  • Affiliate logo and color palette baseline (the form's theme_color overrides only the call-to-action color, not the whole page)
  • Tax-deductibility status and accounting fund mapping (these come from the affiliate / campaign / project, not the form)

Reporting​

Donations made through a customizable form are tagged with the form ID. The admin list shows total raised and donation count per form so you can compare how each is performing. For deeper analysis, the donation search and standard donation reports let you filter by form.

Reverting and deleting​

You can deactivate a form (uncheck Active) to stop accepting new donations through it without losing its history or attribution. Existing embedded iframes pointing at an inactive form will show a "form not available" error.

You can also delete a form, but the default form can never be deleted — mark a different form as default first if you need to remove the original. Deleting a form preserves the historical donation records; the attribution column simply becomes empty for those rows.