Donation Page Tools¶

Overview¶

ActionKit provides basic support for product sales and give aways. Products can be premiums, merchandise for sale, or something less tangible (for example, 'adopting' an endangered tiger).

Products are used with donation pages. If you have set up any products, you'll be able to select them in the More options section on the Action Basics screen when you create your page.

The default layout offers users options to select a product and to make an additional donation. You can change the layout, offer products with no option for an additional donation, or allow users to donate without selecting a product on a page with products by editing the donate.html template.

Our product system is not designed to function as a storefront. If you need shipping and tax calculations and fulfillment tracking, we recommend using an external storefront and integrating the data using our API.

Read about product settings under Adding products.

Adding products¶

Add new products by clicking the + next to the products box or from Page Related Tools.

Then enter a product name. The default templateset displays this name on the page, so use something short, descriptive and compelling. You can also enter an optional Admin Name which will never be displayed to the user, but whose existence will let you create two products with the same display name. For example, you could have a product "Gold Sponsor" with an Admin Name of "Annual Fundraiser" and another product "Gold Sponsor" with an Admin Name of "July Conference."

Add a description or, even better, a photo in the description section. If you have an image, enter the HTML for displaying the image in the description box (e.g., <img src=”url” alt=”Alternative text” height="XX" width="XX"/>).

Be sure to view the final page on site whenever you include a product in case you need to edit the layout, by editing the "Donate" template in the relevant templateset) or resize an image.

Enter a price for the product. Products can have a price of $0. By default users wiil be able to order a free product without making a donation on the page (although users will be offered the opportunity to donate). If a user only orders a free product the user won't be required to enter their credit card information.

If you indicate that a product is shippable, ActionKit will automatically ask the user to enter their shipping information, which is saved in the core_order_shipping_address table.

You can mark a product as "inactive" to remove it from the "product" selection box in step 1 of donation page creation and to remove it from any live pages (so future users can't order it).

Maximum order is often used to limit the number of free or below cost items one user can order in a session.

Use tags to categorize your products. Users are not associated with tags based on the products they order.

Suggested Ask Uses¶

Donation page: Pick a suggested ask formula on the Action basics screen for your Donation Page. The suggested ask determined by the formula is displayed to the user on the donation page along with any greater amounts entered on the Edit content screen.

If only one amount would be displayed, ActionKit will fall back to displaying all the amounts you entered on the Edit Content screen.

Mailings: Insert the suggested ask template tag in the body of your Mailing to display the amount defined by the formula you selected on relevant Donation Page. You must select a Donation Page with a suggested ask formula from the Landing page dropdown so ActionKit knows which formula you mean.

Implementation¶

ActionKit provides two sets of rules as examples, "Default" and "Default Recurring". You can edit or copy these or create a new rule set.

Suggested Ask Rules are based on either the donor's highest previous gift, 2nd highest previous gift, or gift average. Select the one you'd like to use under "Which amount". Imported donations are included.

The column on the left sets the thresholds that ActionKit will use to determine the suggested ask, shown in the column on the right. For example, users with a value above threshold two but below threshold three, will see the suggested amount ask for threshold three. You can have as many rows as you'd like in any set of rules.

The ask amount you enter on the $0 row ($25 by default) is the amount that will be shown to non-donors or users who aren't recognized.

You also have the option to exclude tags if there are donation pages you don't want included in the calculation. Be sure the page you want to exclude is associated with the tag you select here. You might use this if you do a one-time fundraiser for another group, or if you wanted to exclude unusually generous one-time gifts for a capital campaign.

Example¶

Here's an example of how this works: Susie has a highest previous contribution (HPC) of $150. If I use the default formula, I see that puts her above the $140 and under $160, so I look at the suggested ask for $160. Her suggested ask is $175.

I enter the following donation amounts on step 2 when I create my donation page: $50, $100, $200, $250, $350, $500, $1000.

When Susie follows a link from a fundraising email she'll see the following amounts: $175, $200, $250, $350, $500, $1000.