Boost recurring donations this giving season with the upsell prompt!Soapbox Engage Onsite collects donations against one Donation form that you nominate. The app inherits that form's settings, so the form you choose determines the amounts your team sees, whether recurring gifts are offered, whether a designation can be chosen, and whether the donor is asked to cover processing fees.
To choose the form:
- Navigate to Soapbox Donations > Configuration in the administrator.
- Click the Integrations tab.
- Under Staff PWA, for Donation Form, enter the ID of the Donation form you want the app to use.
- Click Save.
Note: To find a form's ID, open the Donations Manager in the administrator. Each form's ID is shown in the ID column at the right of the list.
Important: Until a form is nominated here, the Donate tab in the app has nothing to collect against. Set this before your first event.
What the app takes from the form
| Setting on the form | What it does in the app |
|---|---|
| Suggested amounts | The amounts offered on the keypad screen |
| Designations | Whether staff can choose a designation, and the list they choose from |
| Recurring options | Whether the One-time and recurring choice appears |
| Processing fee percentage | Whether the Cover processing fees option appears on the Review screen, and the amount it adds |
| Anonymous giving | Whether Make donation anonymous appears |
Changing the form's settings changes what your team sees in the app. Choose the form deliberately — a general event-giving form is usually a better fit than your main website donation page.
Choosing a different form
You can change the nominated form at any time. Gifts already collected keep their link to the form they were taken against, so historical reporting is unaffected.
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