Enabling, customizing, and requiring Contact Information fields

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As an administrator, you have the ability to enable, customize, and require various Contact Information fields on a Soapbox Donation form. To your site visitors, these fields appear in the Contact Information section at the top of the donation form and directly below the Page Intro.

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First Name, Last Name and Email Address are enabled and required for all Soapbox Donations forms. You have the ability to enable and require the Phone and Organization field as well as to enable, customize, and require up to four custom text fields to appear just below the Organization field.

NOTE: Data for each of these fields is collected only for sites which have Salesforce integration enabled and only in Salesforce. If you wish to enable Salesforce integration for your site, contact us!

To enable, customize, and require these fields:

  • Open the Soapbox Donation form for which you wish to enable, customize, and require these fields
  • Click the Contact Info tab
  • For Phone in the left column under Contact Fields, choose Show, if you wish to display it, and click Required, if you wish to require that the donor complete this field before making payment

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  • For Organization in the left column under Contact Fields, choose Show, if you wish to display it, and click Required, if you wish to require that the donor complete this field before making payment
  • For each of the Custom Fields in the right column under Custom Fields, choose Show, if you wish to display it, enter the Label you wish to display next to the field, and click Required, if you wish to require that the donor complete this field before making payment.

    donations-custom-fields-enabled.png 
  • Click Save

For a full diagram of all the text you can customize on the form, review Customizing headings and labels in Soapbox Donations

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