Donations and events - Adding a form WITH tickets or registrations
DETAILED PROCEDURE
Here is a detailed procedure for creating a "Donations and Events" web form with tickets or registrations in Prodon Web.
Access the list of forms
On the Prodon Web home page, select «Forms» to access the list of web forms.
Create a new form
Click «Add» to create a new web form using the wizard.
Then select «Donations and events» as the form type.
Fill in general information
Determine the occasion, the code used to build the URL, and the name of the form. Click «Next» to continue the creation.
Add one or more activities
Define the label, the activity's display period (start and end dates), and, if needed, up to three suggested amounts with their description.
Use the arrow to show or hide an activity's details, or the trash icon to delete it. Click «Next» to continue, or «Previous» to return to the previous step.
Configure participants
If the form must include participants, configure the following options as needed:
- Display the participant list;
- Automatically fill in the first participant;
- Set the participant title.
Also define which participant information fields are to be made active or mandatory in the form.
Link a ticket inventory
If a ticket inventory must be linked to the activity, select the desired inventory. Refresh the inventory list as needed using the arrow.
Click «Next» to continue, or «Previous» to return to the previous step.
Configure administrative fees (optional)
If needed, configure administrative fees by entering the percentage to apply, then selecting the occasion and activity the fees must be associated with.
Click «Next» to continue, or «Previous» to return to the previous step.
Determine payment methods
Determine which payment method(s) to use among «credit card» and «bank transfer» .
Click «Next» to continue, or «Previous» to return to the previous step.
Draft the transaction email
Draft the transaction email by defining the email's subject, the reply-to address, and the reply-to name matching the organization's own.
The reply-to address and name determine the sender information shown to the donor, as well as the address used if the donor clicks "reply."
Add the necessary merge fields and use the formatting options as needed (bold, images, links, or other visual elements), then click «Next».
Recommended tags for the transaction email
The [e_Receipt] tag should be added when web receipts are enabled in the form, ideally placed as high as possible in the email. The [Summary_transaction] tag should be added at the end of the email so the donor can see a summary of their transaction.
Publish the form
Enable the «Publish» option and, if needed, set the display start and end dates for the form.
Click «Complete» to finalize the addition, or continue to the appearance customization step.
Customize the appearance (optional)
Use the arrows to refresh, in real time, changes made in the Back-Office.
Access the Back-Office directly from this page if needed, then click «Complete» to finalize the form addition or return to previous steps to make changes.
Additional information is available in our Frequently Asked Questions, accessible in the following documentation:
FAQ - Adding a Donations and Events form with tickets or registrations