Web form creation wizard

DETAILED PROCEDURE

This procedure explains how to use the web form creation wizard to create and publish a donation campaign form, whether for a one-time campaign or a recurring donation campaign.

Access the form creation wizard

To begin creating a form, select the “Forms” tab.
Once in this section, click “Add” to open the web form creation wizard.

Choose the form type

In the wizard, select the “Donation campaign” option.
This type of form allows you to launch either a one-time donation campaign or a recurring donation campaign.
Form creation continues by navigating through the different tabs of the wizard or by clicking “Next”.
It is possible to return to a previous step at any time using the “Back” button.

Enter general information

In the General Information tab, select an existing occasion.
The occasion name is used to generate the form URL and can be manually adjusted if needed.
This step clearly identifies the form and its purpose.

Configure the transaction

In the Transaction tab, select the activity associated with the donation campaign.
The simple creation wizard allows the selection of only one activity.
When the form requires a more complex configuration, it is recommended to use a classic form instead of the wizard.

Configure commitments

In the Commitment tab, enable or disable commitments according to the campaign’s needs.
When commitments are enabled, donors will be able to select a monthly date using a calendar to plan their recurring donations.

Choose payment methods

In the Payment Methods tab, select the payment method(s) to make available on the form.
By default, credit card payment is offered.
If the “Bank transfer” payment method is active in the system, it will be automatically selected.
When multiple payment methods are available, users can choose those that apply.
Only electronic payment methods—credit card and bank transfer—are supported by the wizard.
Payment method labels cannot be modified directly in the wizard and must be adjusted in the payment method management section of Prodon Classic, if required.

Configure the transaction confirmation email

In the Transaction email tab, compose the confirmation email that will be sent after a transaction.
Configuring this email is mandatory in order to finalize the form.

Configure the commitment confirmation email

When commitments are enabled, go to the Commitment Email tab to configure the confirmation email sent to donors who chose a recurring donation.
This step ensures consistent communication with committed donors.

Publish the form

In the Publish tab, finalize the form creation.
When clicking “Finish”, the wizard automatically publishes the form.
If the form needs to be tested before going live, it is recommended to use Prodon Classic.
If the user unchecks the “Publish” and “Finish” options, the form is saved with the status “In development.”

Additional information is available in our Frequently Asked Questions, accessible in the following documentation: FAQ - Web form creation wizard