Causeview Impact Designer provides you with the ability to customize the gift amounts displayed on your forms with your segmented audience in mind. For example, you may want to display a higher gift amount for forms designed to target major donors and lower amount for forms designed to entice recurring donors.
When you create a new form, the stock donation template already includes a toggle button group containing gift amounts. The Amount Toggle Button Group references a Data List to determine what amount options to display. However, you can still customize the amounts.
There are two (2) ways to change the gift amounts:
If you are not familiar with Data Lists and wish to learn more, click here.
Assigning a Different Amount Data List
To assign a different data list, you must first click on the Amount Toggle Button Group on the form to select it. You will know you've selected it because it will be enclosed in a yellow border.
Then, from the Control Panel on the right, click on the Search Icon beside the Data List.
A window will open, containing all of your organization's data lists. You can narrow down the list by selecting "Amount" as the category at the top right corner. Locate the data list you wish to use and click on Assign beside it.
Editing the Existing Amount Data List
Another way to edit the gift amounts displayed on your form is by editing the items within the data list the Amount Toggle Button Group is currently using.
To edit the data list, you must first click on the Amount Toggle Button Group on the form to select it. You will know you've selected it because it will be enclosed in a yellow border.
Then, from the Control Panel on the right, click on the Edit Icon beside the data list.
A window will display containing the data list items which you can then edit.
- Default - the value that is selected by default when the form is loaded
- Value - the value written back into Salesforce when the form is submitted
- Label - the text that is displayed on the form
To add more rows, click on Add Item.
Click on the red X to remove items. When you are finished making your changes, click on Save Data List.
The Amount Toggle Button Group on the form will refresh to display the changes you've made. To save all the changes you've made on the form, click on Save on top of the form.
To make your changes live, you must publish your form. To publish the form, go to Forms and click on Publish Form.
Causeview Impact Designer makes it both easy and convenient for you to update the gift amounts on your forms so that they are always relevant and geared towards the right audience.