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
Field
Required
Description
Name
yes
Internal label. Shows up in the forms list and reports. Donors never see this.
Slug
yes
Public URL fragment. /donate/<slug>. Lowercase, hyphens between words. Changing it after sharing breaks every link out there; treat as permanent.
Status
yes
DRAFT, ACTIVE, PAUSED, or ARCHIVED. Only ACTIVE accepts donations. DRAFT is previewable while signed in. PAUSED returns a generic page. ARCHIVED 404s.
Donor-facing copy
Field
Required
Description
Title
yes
Big heading at the top of the donate page. Your headline ask.
Description
no
Short subhead beneath the title. Skip if the title carries the message.
Amounts
Field
Required
Description
Suggested amounts
yes
Comma-separated whole-dollar values, e.g. 25, 50, 100, 250. Shown as buttons in balanced rows of up to four. Any value below the Minimum amount is hidden.
Allow custom
no
When ticked, donors see an "Other" input alongside the suggested buttons. Default on. Untick for a fixed-amount form.
Default amount
no
Pre-selects one of the suggestions on load. Leave blank to make the donor pick consciously.
Minimum amount
no
Floor on the donor's "Other" input, in dollars. Leave blank to inherit the org-level minimum from Settings -> Organisation.
Maximum amount
no
Ceiling on the donor's "Other" input, in dollars. Leave blank for no ceiling.
Recurring
Field
Required
Description
Allow recurring
no
Master toggle. Default on. Untick for one-off only.
Recurring frequencies
no
Checkboxes for WEEKLY, FORTNIGHTLY, MONTHLY, QUARTERLY, ANNUALLY. The donate page shows the cadences you tick; donors pick one before paying.
Donor details
Field
Required
Description
Phone visibility
yes
One of NONE, OPTIONAL, REQUIRED. Defaults to OPTIONAL.
Address visibility
yes
One of NONE, OPTIONAL, REQUIRED. Defaults to OPTIONAL. REQUIRED for federal-compliance forms.
Name and email are always REQUIRED; they're not configurable.
Stripe account
Field
Required
Description
Send donations to
no
Only appears when your organisation has more than one connected Stripe account. Picks which account receives donations made through this form, for both one-off and recurring gifts. Leave on "Use organisation default" unless this form should pay a specific account. Changing it re-greys the payment methods below to match what the chosen account supports.
Payment methods
Field
Required
Description
Payment methods
yes
Checkboxes for the methods donors may use: Card, BECS Direct Debit, PayTo, and the wallet options. Tick at least one. A method that isn't switched on for the connected Stripe account shows greyed-out and "(not active)" — when you pick a specific account in "Send donations to", that account's methods are the reference, not the default. New forms start with Card, BECS, and PayTo ticked. The donate page only offers the methods you tick, and the server enforces the same allowlist.
The wallet buttons (Apple Pay, Google Pay, Link) ride on Card, so leaving Card ticked keeps them available; unticking Card removes them too.
Compliance and copy
Field
Required
Description
Disclaimer text
no
Free-form text shown above the Pay button. Use it for declarations like citizenship statements for federal campaigns.
Consent checkbox
no
Adds a single optional tick-box above the Pay button - use it for any consent, opt-in, or acknowledgement you need to record (up to 300 characters); the wording is yours. Leave blank for no checkbox. When you set wording, a "Tick this box by default" option appears (whether pre-ticking is appropriate is your call). Each donation records the exact wording the donor saw, so editing it later never changes what past donors agreed to.
Revenue code
no
Stamped onto every donation from this form. Autofills from your revenue-code library; type a new code to create one on save. Use letters, numbers, and . _ - : / + @ only (up to 100 characters). Used by revenue-code jurisdiction classification to identify federal money.
Thank you message
no
Free-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, the consent checkbox (when you've configured one), 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 on every form; picking a result expands the full address block (street, suburb, state, postcode). An "Enter address manually" link beneath the search box reveals those fields for donors whose address isn't in the lookup - so even when you've made address required, donors aren't faced with a wall of empty boxes up front.
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.