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eTapestry’s DIY Online Forms PRESENTED BY KIMBERLY HAMMER

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• Overview of DIY Forms

• NEW Embeddable Template!

• Setting Up a Donation Page

- Including Some Best Practices

• Setting Up a Contact Page

AGENDA

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OVERVIEW OF DIY FORMS

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• What are DIY Forms?

- Do-It-Yourself forms are useful for online giving, event registrations,

volunteer registrations, membership, and email signups. We call these DIY

forms because you can do everything yourself: set them up, design them,

edit them, and publish them.

• How-to documentation: Getting Started with Do-It-Yourself Forms

- Set Up Transaction Processor

- Set Up Confirmation Email Template

- Set Up User Defined Fields

- Set Up Funds, Campaigns, and Approaches

- Create DIY Forms

- Save and Publish DIY Forms

- Manage DIY Forms

OVERVIEW OF DIY FORMS

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ACCESSING ONLINE FORMS

To access your DIY Forms:

Click the Management tab > under the Online Presence column click DIY Forms.

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ACCESSING ONLINE FORMS

If you do not have any DIY Forms, your DIY Forms page will look like this:

You’ll want to click on the

Take a Walkthrough

button and watch the

three videos reviewing

the DIY Forms:

• Create a Form

• Edit and Publish

• Your Forms

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TYPES OF ONLINE FORMS

To create an Online Form, simple click on the box for the type of page you

would like to create.

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TRANSACTION FORMS

The Online Giving, Event Registration, and Membership Signup Pages are

transaction-based forms.

• Submissions via these forms come in to eTapestry as gift journal entries.

That means you will need to select a Fund, Campaign, & Approach.

• Fund might be the only required Field in your database but we recommend

tracking a Campaign and Approach on every transaction.

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ONLINE GIVING PAGE

This page creates a gift transaction on a new or existing Account.

With an Online Giving Page, you can:

• Allow donors to give to a list of Funds or simply direct their gifts to one specific

fund that they do not get to choose.

• Provide: Giving Levels, allow donors to specify their own amount, or a

combination of both options.

• Automatically assign Values to Fields with the Hidden Fields.

• Send a Donor Confirmation E-mail and/or send an e-mail to staff when a donation

occurs.

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ONLINE GIVING PAGE

The donation page is a general online donation page where donors can go

to make one-time and recurring donations.

The donation page does not require any user defined fields. However, the

Donation Amount must remain on your form. The Donation Frequency

can be turned on or off.

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EVENT REGISTRATION PAGE

This page creates a gift transaction on a new or existing Account.

• This page requires you to have a Ticket Quantity User Defined Field on the

Transaction so you can see how many tickets a donor wanted: 1, 2, 3, etc. tickets.

• You cannot use this page for a “Free” or no-cost event. You would use a Contact

Page for that.

• If you want to sell tickets to an Event, and your event has only one ticket price

(i.e., each ticket costs $50 whether you buy one ticket or several), then you can

effectively utilize this to sell tickets to your event.

• If you sell one ticket for $50 and two tickets are only $75 then this is not the

functionality you want to use. To offer this you would need to utilize the eStore

(Cart) Module.

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EVENT REGISTRATION PAGE

The event registration page is where individuals sign up to attend a special

event your organization is hosting.

If you use event

registration

forms, you

must include a

user defined

field to track

Ticket

Quantity.

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MEMBERSHIP SIGNUP PAGE

This page creates a gift transaction on a new or existing Account.

• You cannot use this page for a “Free” or no-cost memberships. You would use a

Contact Page for that.

• You must associate a price for each Membership Level and only one membership

can be purchased through the page at a time.

• The Membership Type field is optional, example: New, Renewal, and Gift

• If you want to sell multiple memberships at one time then this is not the

functionality you want to use. To offer this you would need to utilize the eStore

(Cart) Module.

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MEMBERSHIP SIGNUP PAGE

The membership signup page is where individuals can purchase a

membership to your organization.

If you use

membership

signup forms,

you must include

a user defined

field to track

Membership

Level. The

Membership

Type is optional.

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NON-TRANSACTION FORMS

The Contact and Volunteer Page options are both forms that import data into

eTapestry as Journal Contacts.

Because submissions via these

forms come in as contacts, enter the

Journal Contact Subject text you

want recorded for each contact.

The other general settings are the

same across all form types.

Notice that there are no options for

Fund, Campaign, and Approach.

• This is because submissions via

these page types come in as

Contacts rather than Gift journal

entries

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MEMBERSHIP SIGNUP PAGE

This page creates a contact on the journal of a new or existing Account.

You can use this page to allow people to sign-up for:

• Newsletter

• Additional Contact

• To allow volunteers to self-report their volunteer hours

• Free Events or Membership Sign-up

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CONTACT PAGE

The contact page option allows donors to sign up to receive emails or

newsletters from your organization.

No user defined fields

are required to create

and publish a contact

form. However, you

can add any additional

user defined fields for

additional information

your organization

wants to gather.

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VOLUNTEER PAGE

This page creates a contact on the journal of a New or Existing Account.

This would be an excellent page to have potential volunteers complete a volunteer

application.

Any application that does not require a charge/fee to be charged would be

appropriate for your database could be created with this page type, not just volunteer

applications.

This page could also be used to track Volunteer Hours but there are three Fields that

are automatically “held” for use on this page that may not apply:

• Volunteer Availability

• Volunteer Skills

• Volunteer Interest

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VOLUNTEER PAGE

The volunteer page allows constituents to go online and register as volunteers for

your organization.

The volunteer page does not require any user defined fields; however, we

recommend you have the following three:

Volunteer Availability – Constituents can select the days of the week they are

available.

Volunteer Interest – Constituents can select their interests in regards to volunteering

with your organization. Make sure the options/values match the options available at

your organization.

Volunteer Skills – Make the values/options match the skills you find desirable in

volunteers.

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NEW EMBEDDABLE TEMPLATE

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Make your DIY page look and feel like your organization’s website!

NEW EMBEDDABLE TEMPLATE!

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• We recommend using the embeddable template for embedded pages

- The other templates do not look as seamless when embedded

- The embeddable template will take on the background color of the website unless you

set a background color

o There is a button to remove background color, but it defaults to no color on the

embeddable template

• Fonts are limited to the fonts available in DIY

• No Sharing Links on the embeddable template

- They are designed to share the URL to the DIY page rather than the URL to your

organization’s website

• The DIY Form is secure even if it is embedded on an unsecured page.

- We recommend embedding it on a secure page because some browsers may display a

warning when the page is not secure

• A page only need to be re-embedded on your website if you edit the length of

the DIY page.

- Lengthening or shortening the page by adding or removing elements/text

NEW EMBEDDABLE TEMPLATE!

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SETTING UP A DONATION PAGE

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1. A Photo

- You should have some kind of visual that will show why the money is needed

or who is being helped, preferably a program participant/consumer NOT

some stock photo you found online.

2. A BRIEF description of the need

- People aren’t going to read an entire essay, get to the point and add a

couple of links to additional info that your potential donor may want to

know more about. And don’t forget to say thank you ahead of time.

3. Example of what a donation will provide

- This can be very powerful, connecting an actual dollar amount to specific

things that the nonprofit does. Create the list with your program

participants in mind and show what will be provided and for how long for

that specific dollar amount.

DONATION PAGE – BEST PRACTICES

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4. How to Donate

- This may seem like a given, but you really need to make sure everyone

can donate offline as well as online. For offline donations, give them a

downloadable form that matches your online form, has your logo/header,

and mailing instructions. Let people know up front what online system you

are using to process their payment so they feel secure.

5. Let the donor make choices

- Letting the donors have some control may create a little more accounting

effort on your part, but will have big rewards when you see your donations

go up. Let them choose the program they want to contribute to, always

leaving Area of Greatest Need as the default choice. Look at the donations

you have been receiving on and offline to gauge the donation levels to set

– don’t be afraid to go too high or to start a little higher – you don’t have to

have a $20 option as long as you’ve got an “other” box.

DONATION PAGE – BEST PRACTICES

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6. Recurring Donations

- Don’t miss an opportunity to receive regular monthly gifts. You can provide

weekly, monthly, quarterly, semi-annually, or annual options. You can also

link to a monthly giving program page if you have specific benefits outlined

i.e. a Giving Club.

7. Newsletter Sign-up

- You may have a separate contact form for newsletter sign-ups, but don’t

pass up the opportunity to have donors opt-in to your newsletter while

making a donation.

DONATION PAGE – BEST PRACTICES

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SETTING UP A CONTACT PAGE

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Getting Started with Do-It-Yourself Forms

• Set Up Transaction Processor

• Set Up Confirmation Email Template

• Set Up User Defined Fields

• Set Up Funds, Campaigns, and Approaches

• Create DIY Forms

• Save and Publish DIY Forms

• Manage DIY Forms

HOW-TO DOCUMENTATION

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QUESTIONS?

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TWEET ABOUT YOUR SESSION

#ETAPDIYFORMS

#FUNDRAISINGWITHETAPESTRY