Posts Tagged ‘pledge form’

Quick Pledge: New auto-fill form features

Friday, February 25th, 2011

We’ve added a couple of new auto-fill features to our pledge form templates to make the donation process faster, as well as included some additional error checking to reduce user error and make the donation process smoother.

Auto-Fill Features

  • Name on credit card: When filling out the pledge form the ‘Name on credit card‘ field is now automatically filled out for the donor based on information they enter in the First Name and Last Name fields in Personal Information section. They will have the option of making edits if the card used is under a different name, or deleting the entry if using other payment methods.
  • Credit card type: When the donor starts entering their credit card number, the proper credit card type is automatically selected for them. For example if you type in a credit card number starting with the number 4, “Visa” will be automatically selected for you. This will help eliminate user errors by ensuring the card type matches the number.

Quick Pledge: Assign and Activate Premiums

Tuesday, January 25th, 2011

When working with premiums in your Quick Pledge account, remember to assign premiums to each pledge form.

You need to assign the premiums to each of your forms, even if you are not taking advantage of the multiple pledge forms feature and have only one ‘default’ form. Only premiums that have the status of ‘live’ can be assigned to appear on the form, ‘pending’ premiums will not appear.

There are two ways to assign premiums to your pledge forms.

Assign one premium at a time using the Premiums Manager:

  • In the Premiums Manager, click to Search/Edit premiums.
  • Edit the premium by clicking on the premium name.
  • Make sure the status of the premium is set to ‘live’.
  • In the ‘Make Premium Available on’ section, check the boxes next to the form names you wish the premium to appear on.

New Quick Pledge Customization Options

Thursday, May 13th, 2010

In response to your feedback, we have added couple of new features to Quick Pledge that allow you to
further customize the look and feel of your pledge forms.

Custom Buttons

In addition to custom form header image, you can now customize the “Continue“, “Submit Pledge” and “Edit Your
Information
” buttons that appear on the Pledge Form and
Preview Page.

This setting can be customized per form, so you can upload
different images for each form. For example, you could test different
button sizes and colors to see which perform the best and yield better
completion rates.

To modify the buttons:

  • Log into your Quick Pledge Administrative Tools
  • Click on Pledge Form Manager
  • Click Edit next to the form you want to edit
  • Click on Form Settings and scroll down to the Custom Images section
  • Click Browse to upload your images