The donation funnel gets a makeover!
đ Availability: Fall 2024
đ Available for: Liberty, Serenity, and Pro plans
Get ready for a fresh breeze of modernity in our donation funnel! When? How? Why? Weâve got all the answers for you.
Why revamp the donation forms?
Forms for memberships, donations, events, and more are core to our service. They help you grow your resources and, for many of you, are a primary source of funding. Without them, the growthâor even survivalâof your organization could be at risk.
However, the current donation forms are far from optimal. Besides looking outdated, some configurations make them challenging for members, donors, and others to use.
Through our daily conversations with you, we realized that a major overhaul was necessary.
This is a massive undertakingâwhat you see is just the tip of the iceberg, involving significant updates to the softwareâs underlying code.
Why start with donation forms?
As the new school year approaches, this is a key question.
We chose to prioritize donation forms because theyâre simpler than membership forms but just as crucial, as they connect to your Community. This timing also ensures youâre prepared for the end-of-year giving peak.
Whatâs changing in the donation funnel?
In a word: everything đ
- đ The new donation process is modern, intuitive, and fully optimized for mobile use! Regardless of age or tech-savviness, donors can navigate it easily.
- đ The donation description, options, and donor information are now all on a single page.
- đ Donors no longer need to log in during the process, though they can access their profile after donating.
Overall, these updates remove the friction donors used to experience, making it easier for them to support your organizationâboosting your chances of receiving donations.
Detailed changes
Responsive design
The donation page now adapts to the device and information providedâwhether on a computer, tablet, or mobile, with or without text or images.
And, the buttons now match your websiteâs main color, which you can choose under Settings > Website > Advanced Settings.
Improved information requests
Previously, some information was requested multiple times, making the process long and frustrating. Now, information is only requested once and reused if needed. Additionally, this helps identify if the donor is already in your community and avoids duplicate contacts.
âčïž Note: To simplify things, weâve removed the option to ask for a profile photo, which was rarely used. Donors can still add one later via their profile.
No more required logins or account creation
Until now, donors had the option to create an account, log in, or proceed without an accountâthis often caused confusion. Weâve removed this step, as it added little value. However, donors can still log in or create an account from the top or bottom of the page. Once logged in, they can access and edit personal information or retrieve tax receipts.
âčïž Exception: If you restrict form access to specific contacts, the login page will still be displayed.
Simplified form configuration
Some options have been removed, either for simplicity or due to technical limitations.
In the first version of this new donation funnel, you wonât be able to preview your form. Donât worryâjust publish it and check it out online. It wonât be accessible until you share the link.
Weâve also removed certain payment settings, like limiting the number of donations per person or form, as they arenât suitable for donation collections.
Finally, itâs no longer possible to create a purchase path after the donation, as other form types arenât supported by the same technology.
Rollout schedule
If youâre reading this before September 2024, congratulations! Youâre among the first organizations to access this new donation form. You play a key role in providing feedback on these changes and reporting any issues. Please visit support.springly.org for assistanceâthis part hasnât changed!
The new donation process will be rolled out to all our organizations after this early access phase.
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