Step 1: Access Online Actions and Create a new form
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To access Online Action Forms in EveryAction, navigate to the left-hand sidebar menu and select Engagement > Communication Tools > Online Actions
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Click “Create New Optimized Contribution Form.”
Step 2: Add form details in the Basics page
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Enter your form title. Make it as descriptive as possible so it’s easy for your colleagues to recognize your form.
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Under “Connect a gateway to accept contributions”, select a designation. If you only have one payment gateway, it will be automatically chosen for you. But if you have multiple gateways, you can choose between Bonterra Pay or Paragon. Available payment methods—such as credit card, ACH, Apple Pay, PayPal, Venmo, and FastAction—update automatically based on your selection.
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(Optional) In the “Track Your Efforts” section, you can add a source code, activist code, or campaign for tracking.
Note:
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You can only choose one gateway per form.
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You can immediately publish your form from this page.
Step 3: Enable optimized fundraising features
In the Build page, you can turn on:
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Optimized Ask for smart, AI-driven suggested donation amounts.
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Recurring Upsell to encourage monthly giving.
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Impact Statements to inspire larger gifts.
Note: Impact Statements will only be enabled if you turn off Optimized Ask.
Step 4: Customize your Form
The Design page is where you make your Optimized Contribution Form look on-brand in minutes. Upload a logo or header, add an optional background, and choose a small, accessible color set that looks great on any device. A clean, consistent look builds trust—so donors feel confident completing their gift.
Step 5: Thank and Confirm
In the Confirmation page, you can enable and configure:
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Thank you page - Use this page to thank supporters and confirm their contribution.
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Cart Abandonment Nudges to follow up with donors who don’t complete checkout.
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Social Sharing section lets you choose the image, title, and message that appear when your form is shared on social media—so your link looks great and supporters can spread the word effortlessly.
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Deactivation settings let you set an end date for your form and optionally redirect donors to another page—so old links never lead to a dead end.
Step 6: Preview and Publish
You can publish your Optimized Contribution Form two ways: share a direct link for email and social, or embed it as a modal pop-up on your website so donors stay on your page. From EveryAction Home → Online Actions, open your form, publish (you can do this right after Basics), then open Share/Embed to copy either the link or the modal embed code. Use Preview and a quick live test to confirm branding, amounts, and checkout flow before you go live.