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Donation form fields

Every field on the donation form editor, what it does, and where it shows up on the donor-facing page.

The form editor at Engage -> Forms -> New form has more knobs than the tutorial covers. This is the full reference.

Identity and routing

FieldRequiredDescription
NameyesInternal label. Shows up in the forms list and reports. Donors never see this.
SlugyesPublic URL fragment. /donate/<slug>. Lowercase, hyphens between words. Changing it after sharing breaks every link out there; treat as permanent.
StatusyesDRAFT, ACTIVE, PAUSED, or ARCHIVED. Only ACTIVE accepts donations. DRAFT is previewable while signed in. PAUSED returns a generic page. ARCHIVED 404s.

Donor-facing copy

FieldRequiredDescription
TitleyesBig heading at the top of the donate page. Your headline ask.
DescriptionnoShort subhead beneath the title. Skip if the title carries the message.

Amounts

FieldRequiredDescription
Suggested amountsyesComma-separated whole-dollar values, e.g. 25, 50, 100, 250. Shown as a row of buttons. Four to five works on mobile.
Allow customnoWhen ticked, donors see an "Other" input alongside the suggested buttons. Default on. Untick for a fixed-amount form.
Default amountnoPre-selects one of the suggestions on load. Leave blank to make the donor pick consciously.
Minimum amountnoFloor on the donor's "Other" input, in dollars. Leave blank to inherit the org-level minimum from Settings -> Organisation.
Maximum amountnoCeiling on the donor's "Other" input, in dollars. Leave blank for no ceiling.

Recurring

FieldRequiredDescription
Allow recurringnoMaster toggle. Default on. Untick for one-off only.
Recurring frequenciesnoCheckboxes for WEEKLY, FORTNIGHTLY, MONTHLY, QUARTERLY, ANNUALLY. The donate page shows the cadences you tick; donors pick one before paying.

Donor details

FieldRequiredDescription
Phone visibilityyesOne of NONE, OPTIONAL, REQUIRED. Defaults to OPTIONAL.
Address visibilityyesOne of NONE, OPTIONAL, REQUIRED. Defaults to OPTIONAL. REQUIRED for federal-compliance forms.

Name and email are always REQUIRED; they're not configurable.

Compliance and copy

FieldRequiredDescription
Disclaimer textnoFree-form text shown above the Pay button. Use it for declarations like citizenship statements for federal campaigns.
Tracking codenoStamped onto every donation from this form. Used by FCA classification to flag federal money.
Thank you messagenoFree-form text shown on the success page after a donor completes a donation. Skip to use the default Together copy.

What the donor sees vs. what you set

The order on the donate page is fixed; you can't reorder it from the form editor. Donors see the title and description, then the recurring toggle (if Allow recurring is on) and the amount picker (with an "Other" box if Allow custom is on). Below that, the form leads with the express wallet buttons - Apple Pay or Google Pay - when the donor's device offers one; tapping a wallet completes the donation without typing anything else. The donor details (name, email, phone, address per your visibility settings), card fields, disclaimer text, and Pay button sit behind a "Pay by card instead" link in that case, and show directly when no wallet is available. The address starts as a single search field and expands to the full set of fields once the donor picks a result.

The logo at the top of the page comes from Settings -> Branding, not the form itself. Same for the privacy policy link beneath the form.

What to do next