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 -> Create donation form has more knobs than the tutorial covers. This is the full reference.
To start from a form you already have, select Duplicate (the copy icon) on its row in the forms list. The copy opens in this editor with its status set to DRAFT. Every other field below is carried over, except that the internal note reads "Copy of" the original's note (or its page title) and the slug gets -copy on the end (-copy-2 for a second copy, and so on). The form's revenue target is not copied. Duplicating checks the payment methods again, so a method that is no longer available on your Stripe account stops the copy, and the message says which. A form whose revenue code has since been archived can't be duplicated until you choose a live code on it.
Identity and routing
| Field | Required | Description |
|---|---|---|
| Internal note | no | A note for your team, shown beside the page title in the forms list and wherever you pick a form (campaigns, the email composer). Use it to tell apart forms with the same page title, e.g. "home page". Donors never see it. |
| URL slug | yes | Public URL fragment. /donate/<slug>. Fills in from the page title until you edit it. 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 |
|---|---|---|
| Page title | yes | Big heading at the top of the donate page. Your headline ask. It is also the form's name everywhere your team sees it: the forms list, the form's own page, campaign and email pickers, and donation records. A regular gift's Stripe product is named after it too (products already created keep their original name). |
| 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. |
Help cover fees
An optional top-up the donor chooses. When the option is on, the donate page shows a
Help cover fees box below the amount, with the amount it would add shown alongside;
ticking it adds that percentage to the donor's gift, shows them the new total straight
away, and the whole total is recorded as the donation. Your processing rates do not
change - the fee is calculated on the total, exactly as it would be if the donor had
typed that figure.
| Field | Required | Description |
|---|---|---|
| Offer "Help cover fees" | no | Master toggle. Default off, on every form. Untick and the checkbox does not appear on the donate page at all. |
| Percentage added | no | How much ticking the box adds, as a percentage of the donor's chosen amount. 0.5% to 20%, at most two decimal places. Defaults to 2%. |
| Start ticked | no | Pre-ticks the checkbox for the donor. Default off. A pre-ticked add-on must be clearly disclosed: the live +$X.XX on the label and the total on the Donate button both show it before they pay. |
Minimum and maximum amounts apply to the total charged, including the fee cover - not to the amount the donor picked. So a donor at your maximum who ticks the box is asked to lower their gift first, and a donor just under your minimum can clear it by ticking.
If you change the percentage while a donor has the page open, their donation is refused with a message asking them to refresh - they are never charged a percentage they were not shown.
Recurring
The uplift is included in a recurring gift's amount, so it is charged on every payment.
| 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. |
| Form opens on | no | Which side of the donor's one-time/recurring toggle is pre-selected on load. Defaults to One-time gift. Set it to Recurring gift for a sustainer appeal - the donor can still switch. Only appears (and only applies) when Allow recurring is on. |
Donor details
| Field | Required | Description |
|---|---|---|
| Phone field | yes | One of None, Optional or Required. Defaults to Optional. |
| Address fields | yes | One of None, Optional or 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 regular 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 | Use organisation default or Choose specific methods. On the default, the form offers your organisation's default payment methods and follows any later change to them; the default is Card alone until an admin changes them. New forms, and older forms saved with no methods ticked, use the default. Choose specific methods gives the form its own list: checkboxes for Card, BECS Direct Debit, PayTo, and the wallet options, starting from your defaults. 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. The donate page only offers the form's methods, and the server enforces the same allowlist. Saving checks any method you've just added - including the defaults, when you switch to them - against Stripe, and refuses one your account doesn't offer. A method Stripe has since switched off opens unticked the next time you edit the form. PayTo shows greyed-out for most organisations, because Stripe doesn't offer it to political organisations. Bank transfer shows greyed-out on forms until Together turns it on for your organisation: it is in limited release, so contact support@alltogether.giving to request it. |
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 | no | Free-form text shown above the Pay button. Use it for declarations like citizenship statements for federal campaigns. |
| Consent prompts | no | Tick which of your organisation's consent prompts this form asks; each appears as a tick-box above the Pay button, in the order they were added to your library. A page can ask up to eight, and unticking one here only stops THIS page asking it. The wording itself is written once by an admin in Settings -> Consent prompts - there is nothing to type here. Each donation records the exact wording the donor saw, so rewording it later never changes what past donors agreed to. |
| Revenue code | no | The first field in the editor's Payment section. 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). The toggle opens on whichever side "Form opens on" names - One-time unless you've changed it. Whenever the donor is on the recurring side, however they got there, the frequency picker starts on Monthly if you offer it and on your earliest cadence otherwise - so on a form offering Weekly and Monthly, a donor who presses Recurring themselves lands on Monthly. 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, any consent checkboxes you've placed, 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.
What to do next
- Build your first form end-to-end: Ship your first donation form.
- Read the donations list once submissions land: Read the donations list.