Donations and events - Adding a form WITHOUT tickets or registration
DETAILED PROCEDURE
Here is a detailed procedure for adding a Donations and Events form WITHOUT ticketing or registration in Prodon Web.
Access the Forms section
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.
Complete the general information
Determine the occasion, the code used to form the URL, and the name of the form. Click "Next" to continue the creation.
Add one or more activities
Set the label, the display period of the activity (start and end dates), and, if needed, up to three suggested amounts with their description.
Use the arrow to show or hide the details of an activity, or the trash icon to delete it.
Click "Next" to continue the creation, or "Previous" to go back to the previous step.
Configure administrative fees (optional)
If needed, configure the administrative fees by indicating the percentage to apply, then selecting the occasion and activity to which the fees must be associated. Click "Next" to continue the creation.
Determine the payment methods
Determine the payment method(s) to use.
The available options are "credit card" and "bank transfer."
Click "Next" to continue the creation.
Draft the transaction email
Draft the transaction email by defining the email subject, the reply-to address, and the reply-to name matching your organization's.
The reply-to address and reply-to name determine the "sender" information shown in the confirmation email and the address used if the donor clicks "reply."
Add the necessary merge fields, including [e_Receipt] and [Summary_transaction], and use the formatting options as needed.
Publish the form
Publish the form and, if needed, set the start and end display dates.
Finish the addition or continue to the appearance customization step.
Customize the form's appearance (optional)
Use the arrows to refresh in real time the changes made in the Back-Office.
Access the Back-Office directly from this page if needed, then finish adding the form or go back to previous steps.
Additional information is available in our Frequently Asked Questions, accessible in the following documentation:
FAQ - Adding a Donations and Events form without ticketing or registration