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Payment Form configuration options

The embedded Payment Form in Giving Pages is fully integrated with your payment processing configuration in FinDock. Wherever possible, we use default values in the form settings to help you to create and publish pages quickly. These values are adequate in most cases, but the range of settings give you many ways to customize and optimize the payment experience.

Common settings#

As with other page elements, you can modify the basic appearance - font, background, padding and so forther - of the Payment Form. In addition, there is one important appearance setting under the Payment Form settings proper: brand color.

The brand color setting determines the color of the radio button, checkboxes and button(s) on the payment form. The default color in the templates has been set to fit the color scheme of the template images.

Payment Form brand color setting

Page labels#

For each step of the payment process, there are page labels to help guide the donor through the procces. These lables include the title of the form page and buttons to allow the donor to proceed or move back through the payment steps.

SettingDescription
TitleThe main heading on the donation form displayed at the top of the form.
Button label nextThe text that appears on the button that advances the donor to the next step of the donation form.
Button label backThe text that appears on the button that returns the donor to previous step of the donation form.

Amounts and frequency#

The amount and frequency settings define the donation options presented to page visitors. This includes basic payment paramenters like donation amount as well as key texts like the narratives for preset donation levels.

SettingDescription
CurrencyCurrency of the payment amounts. If your org does not have multi-currency enabled, this setting is disabled (and shows your org currency). If you have multi-currency enabled, the dropdown list shows all currencies in your org. When making the selection for the payment form, however, keep in mind which payment processor you are using. Not all processors support multi-currency.
Default payment periodThe payment period that is pre-selected when a donor visits the page.
Hide decimalsEnable to hide decimals from amount fields so that only whole numbers can be entered.

One-time and monthly settings#

Payment Form amounts and frequency settings

SettingDescription
LabelName of the payment period option (radio button).
Preset 1, 2, 3The payment period there are three preset amounts to define. Each preset amount has its own narrative.
Impact narrative 1, 2, 3For each preset amount, write a short, inspirational text that communicates what you can do with the preset donation amount (i.e. why the donor should give that amount).
Allow open amountEnable this option if you would like to allow donors to give an amount different from your presets.
Open amount labelName of the open amount option (text shown instead of a number).
Open amount placeholderWhen the donor selects the open amount option, this text is shown in the field where the donor should enter their donation amount.

Open amount error messages#

SettingDescription
RequiredThe text displayed when the open amount is selected but no value is entered before moving to the next step of the form.
Invalid formatThe text displayed when the donation amount as too many decimals
Amount below 0.00The text displayed when the donation amount is below 0.00 (usually a typo by the donor).
Amount too highThe text displayed when the donation amount is too high (beyond 99,999.00)

Personal details#

The personal details settings are an important part of the payment form, both in terms of privacy and personalization of future donor follow-up journeys. The European GDPR rules apply here, so you need to inform donors what information is being collected and for what purposes. Use the privacy text editor to create a privacy statement (and/or link to your full statement on your website).

The next step is to click the Configure Personal Details button to set which details will be collected. By default, only the minimum amount of information is collected that is required for payment processing. Use the mapping table (pictured below). For each detail, you can define the field label (displayed in the form), a placeholder value, Salesforce mapping, as well as whether or not the detail is visible and required.

Payment Form personal details mapping

Payment methods#

In this part of the payment form configuration, you need to decide what payment method(s) will be offered to the donor.

SettingDescription
Select Payment Method LabelThe text displayed above the dropdown list of payment method options.
Ask for Gift AidEnable to allow UK donors to contribute their Gift Aid tax relief.
Gift Aid textStatement explaining Gift Aid qualification. The default text is the officially recommended text from HRMC.
Claim Gift Aid labelConfirmation statement when a donor agrees to Gift Aid contribution. The default text is the officially recommended text from HRMC.

Click the Configure Payment Methods button to open the configuration details (pictured below).

The main aspects to plan and configure are:

  • Which payment methods you want to offer
  • The order in which the method options should be lists for donors
  • The default method for each payment period (one-time and recurring)

Payment Form payment methods configuration

The payment methods available in the configuration popup depend on which processors and methods you have activated in FinDock. Only activated methods can be used in the payment form. Use the left-right and up-down arrows to add methods to the form and change the order.

For each payment method, you can enter a custom label (name shown to the donor) and use the toggles to define the defaults for one-time and recurring options.

In addition, any parameters that are available for the given processor and method are available for configuration. You can see these by clicking the Show Parameters button. For each parameter you can define a label, a default value (if allowed), as well as set visible and required toggles. For some methods, if the parameters are required by the payment method (e.g. account holder name and account number for Bacs DD), they are already set accordingly and made visible for donors.

Thank you page#

Here you configure the thank you message that you would like to show visitors who have made a donation.

SettingDescription
Thank you typeSelect Embedded to show the thank you content that you define here. Select Custom to use a separate thank you page. For this option, you need to enter the URL for your page in the Thank you URL field.
Thank you titleThe main text at the top of the thank you message.
Title heading typeSets the size of the title text. Heading 1 is largest, heading 5 smallest.
Title font colorUse the color picker to set the title text color.
Thank you textUse the text editor to add a full thank you message for the donor.
Select imageIf you would like to use an image on the embedded thank you page, you can upload it here.

Error#

In addition to the error page that is displayed when something goes wrong with the payment process, you can define here the error messages that appear when a field value is missing or incorrect.

SettingDescription
Required field missing messageIf a required field is not filled in, this message is shown. In the message, __FIELD_LABEL__ is a variable that is replaced with the label of the field missing a value.
Invalid field messageIf field contains an invalid value, this message is shown. In the message, __FIELD_LABEL__ is a variable that is replaced with the label of the field with an invalid value.

Error page#

Here you configure the error message that that is shown visitors who have made a donation, but for some reason (e.g. lost internet connection) the payment could not be processed.

SettingDescription
Error page typeSelect Embedded to show the error content you that you define here. Select Custom to use a separate error page. For this option, you need to enter the URL for your page in the Error Page URL field.
Error page titleThe main text at the top of the thank you message.
Title heading typeSets the size of the title text. Heading 1 is largest, heading 5 smallest.
Title font colorUse the color picker to set the title text color.
Error page textUse the text editor to add a full thank you message for the donor.
Select imageIf you would like to use an image on the embedded thank you page, you can upload it here.

Other#

Use these settings to add additional information to your Salesforce records when donations are made. Currently you can add a Campaign ID and/or a Origin value.

SettingDescription
Campaign IDCampaign ID. All payments made with this payment form will be attached to this campaign.
OriginThis value can be used to indicate the source of a donation, for instance Online webform X, enabling the possibility to trigger relevant follow-up business logic. The value is copied to the cpm__Origin__c field on the Inbound Report object.