Overview
The Optimized Contribution Form (OCF) helps you raise more funds through a modern, intuitive donor experience. Built-in best practices make setup fast and effective—no coding or expertise required.
Each OCF is designed to boost conversion rates and average gift size, reduce setup time, and give donors a flexible, mobile-friendly giving experience. You can also keep supporters on your website by embedding forms directly into your pages.
Key features
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Modern and mobile friendly design
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Best practice default configurations
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Recurring Upsell invites one-time donors to upgrade to monthly giving at checkout.
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Cart Abandonment Nudges capture email addresses and remind donors to complete their gift later.
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Impact Statements show donors how their contributions make a real difference.
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Modal Form Placement allows you to display a donation pop-up on any webpage without redirecting visitors.
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Flexible Payment Options include credit card, ACH, Apple Pay, Google Pay, PayPal/Venmo, and FastAction one-click giving.
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Optimized Ask automatically recommends the best donation amounts for each donor.
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Security and Compliance are built in, with PCI protection through VGS and fraud prevention through MaxMind.
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Supported Gateways: Bonterra Payments and Paragon.
Note: Only one payment gateway can be enabled per form.
Getting started
Optimized Contribution Forms are streamlined, mobile-first donation pages that are quick to publish and easy for supporters to complete. You’ll create forms in four steps—Basics → Build Page → Design → Confirmation.
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Basics: name and essentials (you can also publish here).
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Build Page: amounts, frequency, Optimized Ask, Recurring Upsell, etc.
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Design: header/background and a small, accessible color set (limited by design).
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Confirmation: Cart-Abandonment, thank-you screen, receipt content; Preview end-to-end before publishing.
Navigation
From EveryAction Home, open Online Actions. On the left-hand navigation, click Engagement> Communication Tools> Online Actions. If your left menu looks different, use Search for a page to find Online Actions. Click the “Create New Optimized Contribution Form” button.
Jump into the “What do you need help with?” links to configure specific pieces.
What else do you need help with?
Looking for training?
Explore this feature at your own pace - join a live training session or watch a recorded webinar by clicking the link below.
