ENHANCING THE DONOR EXPERIENCE: OPTIMIZING WEB & PLEDGE FORMS - - PowerPoint PPT Presentation

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Apr 05, 2024 140 likes •370 views

Proven Practices in Fundraising Webinar Proven Practices in Fundraising Webinar Proven Practices in Fundraising Webinar ENHANCING THE DONOR EXPERIENCE: OPTIMIZING WEB & PLEDGE FORMS Presented by: Virginia Dambach Dambach & more

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Proven Practices in Fundraising Webinar Proven Practices in Fundraising Webinar Proven Practices in Fundraising Webinar

ENHANCING THE DONOR EXPERIENCE: OPTIMIZING WEB & PLEDGE FORMS

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Virginia Dambach

Presented by:

Hosted by:

Dambach & more vdambach@midco.net 701-371-9771 Allegiance Software, Inc. webinars@allegiancesoftware.com 800-858-7654

Sarah Tron

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The Donate Button

First Things First

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Before the Web Form

The Donate Button
The most important fundraising element on

your home page.

Should be obvious, distinct, and inviting.
Eye-catching with an unmistakable call to

action.

Consistent throughout other pages on your site.

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Donate, Give Now, Support

WBUR ‘s Donate Heart button appears throughout their website.
During on-air campaigns, there is a more emphatic prompt to give.

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Prominent Donate Now Buttons

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The most important page on your web site

Donation Pledge Page

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Optimization Basics

Short, simple, inviting design.
Eliminate unnecessary questions.
Using pre-populated fields improves conversion

rates.

Offer the Sustainer option at the beginning.
Submission should generate an immediate“your

pledge form has been successfully submitted” message.

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Down to the Details

Use a top down layout. Align labels on top of fields for maximum readability. Fields appear in a logical sequential order. Clearly indicate required fields.

It is better to size fields differently based on the length of information you expect. Labels on top of fields is mobile friendly

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Define Sections

Headers break down the form into easily understood steps. Headers between sections makes the form feel shorter. Headers help define the path to form completion.

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Front End Giving Choices

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Branching Logic

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Payment Selection Changes Amounts

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Flexible Form Data

Don’t be too strict. A U.S. phone number with area code can be entered a number of different ways, with or without parentheses and hyphens. If the validation rule isn’t flexible, then you’ll frustrate the people who use a format that’s just slightly different. Display hints. If you expect a specific format, make sure to give an

example. MM/DD/YY or MM/DD/YYYY

Auto-format when possible. This takes out the guesswork and makes things a lot easier for your respondents. Report errors early. That way, the respondent won’t face a bunch of errors at the very end of the form.

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Keep it friendly and useable

On the Technical Side

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Input Validation

Provide user-friendly and descriptive error messages.

Instead of: "You must fill out all of the required

fields below."

Provide a more specific error message like: "You

forgot to enter your e-mail address." Real-time data validation is ideal.

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Auto Advancing

Auto-advancing nets you faster data entry — in theory.

Once the respondent finishes a field, the cursor automatically goes into the next one, without an extra keystroke or mouse click.

In practice, most people don’t expect it, and end up fighting

it.

People are trained to tab through fields…and it’s faster than

using the mouse and cursor.

Since auto-advance is not universally in use, you may be

better off without it.

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New Features? Consider:

Does it work with older browsers? Does it work with older devices? Does it work on all types of devices? Does it work in different locales and languages? Is it compliant? Will it still be working next year, or the year after?

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Submission Acknowledgment and Beyond

Reassuring & Thanking Donors

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Submission Successful Message

To avoid duplicate form submissions:

Provide immediate online feedback with a “your

form was successfully submitted” message.

Follow up with an auto email thank you and

confirmation of receipt.

This reassurance does not replace the

personalized donor thank you email or letter.

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Questions?

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Join us next month!

allegiancesoftware.com sales@allegiancesoftware.com support@allegiancesoftware.com Sales: 844-858-7654 Support: 877-858-7654

Questions about the webinar? Contact Virginia Dambach: vdambach@qwestoffice.net