All sections of the Contact Information page can have their fields enabled or disabled, as with the standard Donations form.
To customize the Contact Information page of the Donations modal popup:
- Open the Donations form you are using for the Donations modal popup
- On the Basics tab, for Newsletter Sign Up, select Yes or No. If you select Yes, you may choose the option to be checked by default.
- Click the Contact Information tab
- On the Contact Information tab, enable or disable fields as you wish. You may also add Custom Salesforce Fields or Custom Microsoft Fields, if your Soapbox Engage instance integrates with either CRM.
- Click the Payment tab
- For the Dedication section, choose whether you wish the Donations modal popup to support In Honor Of and/or In Memory Of gifts as well as which dedication fields you wish to display
- Click Save