The Optimized Contribution form is designed to help you get started fundraising faster, raise more money with less effort, and spend less time moving between fundraising and compliance tools.
This form type in 'Online Actions' is simpler than the Advanced Contribution form type (previously known as the Contribution form type), with fewer decision points and minimal required configuration choices. The form is built with industry best-practice settings by default, so you can quickly and effectively get started with your fundraising efforts.
The Optimized Contribution form type is currently only available to customers using Bonterra Payments. Additionally, your user account must have the security function 'Create and Edit Optimized Contribution Forms' enabled.
Navigate to your 'Online Actions' Dashboard and select 'Create New Optimized Contribution Form'.
The form creation experience remains the same — a 4-step guided process with Basics, Build Page, Design, and Confirmation Page.
You will notice, however, that there are fewer customization options on each step — some of the options that you would find on the Advanced Contribution form have been preset according to industry best practices. These options include form layout (e.g., single versus multi-step), FastAction auto-fill settings, fraud prevention settings, and auto-scroll for mobile.
On the Basics step, you will enter a form title, connect a payment gateway, set the From Name and Email Address for the confirmation email, and set up tracking options.
After completing all fields on the Basics page, you will find the option to 'Publish now' at the bottom of the page. This is ideal if you are trying to start fundraising as soon as possible — but there are additional configuration and design options available if you would like to further customize your form.
On the Build Page step, you will enter a form description, customize your ask amounts and recurring commitment options, set your communication opt-in settings, and enter footer information.
On the Design step, you will choose a color palette and customize the appearance of your form, including header and background images. Any custom presets you create for Optimized Contribution forms will be unique to this form type and will not appear in the Design step for other form types.
On the Confirmation Page step, you will customize your form’s 'Thank you page' and confirmation email, enable social sharing options, and choose your form’s Deactivation settings.
Read more about creating Optimized Contribution forms
Note: Optimized Contribution forms do not support Google Analytics tracking, Bundler functionality, non-USD currencies, or multilingual capabilities at this time.
Using the form
Supporters filling out an Optimized Contribution form who are logged into FastAction will find options to pay using the payment method saved on their FastAction profile or to pay with an additional high-conversion digital wallet payment option such as Apple Pay, Google Pay, Stripe Link, or credit card.
Supporters who are not logged in to FastAction will find the same payment options available through your gateway, as well as the option to create or log in to their FastAction profile.
Reporting
The Optimized Contribution form will behave similarly to the Advanced Contribution form in reports.
Contributions received through Optimized Contribution forms will display normally in the Contribution Report.
On reports that allow you to filter by Form Type (like the Online Activity Report and Online Forms Comparison Report), you can select the Optimized Contribution Form option in the Form Type dropdown.
Need help with something else?
Navigate back to the Online Actions Resource Index.