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Defining default values for standard or custom form fields on a Donations page using user-defined session variables

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When using the Donations app, you can choose to prepopulate field values in a Donation page using user-defined session variables.

Specifically, you can apply user-defined session variables as follows:

  1. Open the Donation form for which you wish to customize the text
  2. Click the Contact Info tab
  3. To set the Default Values for the standard fields in the Contact Information section, scroll down to the Contact Fields section and click Customize Headings and Labels. In the form that expands, you may set any or all default values using user-defined session variables:
    1. First Name Default Value
    2. Last Name Default Value
    3. Email Address Default Value
    4. Phone Default Value
    5. Organization Default Value
  4. To set the Default Value for a custom Salesforce field, scroll to the Custom Salesforce Field section. Click the edit button for the field whose value you wish to define. Enter the value in the Default Value parameter. Click Save.

    NOTE: Either user-defined session variables or Salesforce Contact field variables for a logged in user can be entered as the Default Value.

  5. To set the Default Values for the standard fields in the Payment Information section, click the Payment tab
  6. In the Billing Information section, click Customize Headings and Labels
  7. In the form that expands, you may set any or all default values using user-defined session variables:
    1. First Name Default Value
    2. Last Name Default Value
    3. Street Address Default Value
    4. City Default Value
    5. State/Province/Reg Default Value
    6. Postal/Zip Default Value
    7. Country Default Value
  8. Click Save

NOTE: If you wish, you may use the same user-defined session variable as the default value in multiple fields.

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