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Adding custom questions and required donor fields

In this article, we’ll explain how to add custom questions and configure required fields in your campaign checkout.

Add questions to your donation form to collect the information your organization needs from supporters.

Adding fields and questions

Open Campaigns → your campaign → Checkout → Fields.

To collect a phone number or address, enable the field under Information Fields. Use Required for information supporters must provide.

For other information, enable Custom questions and add a question. Enter the question text, choose a type, and decide whether an answer is required. Save your changes when you are finished.

Choosing a question type

Type

What it collects

Short Text

A brief answer, such as an organization name.

Long Text

A longer written response.

Dropdown

A choice from a list. Enter the options separated by commas, such as Education,Food assistance,Community programs. Enable Allow multi-select to let supporters choose more than one.

Checkbox

A checkbox response. Enable Checked by default if you want it selected when the question first appears.

Date

A date. Choose a Gregorian or Hebrew calendar for the question.

File

A file uploaded by the supporter.

Showing questions for certain donation amounts

Enable Ask conditionally on a question and enter the amount condition. For example, >=100 shows the question for gifts of 100 or more.

  • 100: exactly 100.

  • >100 or >=100: more than 100, or at least 100.

  • <100 or <=100: less than 100, or at most 100.

  • 50-100: an amount range.

  • 100,250: either of the listed amounts.

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