Ask custom questions using text fields, drop-down menus, radio buttons, and checkboxes.
After a donor selects their contribution amount and clicks the Donate button, the second step in the GiveForm flow asks the donor for information. These questions include basic donor info, but you can also add custom questions.
Email Address, First Name, and Last Name are always included and required, but everything else is flexible and can be configured for your needs.
Navigate to Campaigns > Form > Questions.
To remove the street address fields, uncheck the Ask for Address box. Or, to make the street address fields required, switch the Required toggle on.
Add the Phone Number field using the Ask for Phone checkbox.
Custom questions can help you get more insight into your donors, increase email subscriptions, or collect additional information needed for a gift.
💡 Best Practice
Be judicious when adding questions; only ask for additional info you absolutely need. The more questions you ask, the less likely people are to complete the donation process. At least give donors the option to skip these by making them optional.
To add a custom question, click Add Question + and select the type:
Any of these questions can be set as Required but, as noted above, this could cause a decrease in the number of completed donations.
To reorder the custom questions, mouse over the top right corner of the question and drag it to the new spot.
When finished setting up your questions, click the Save Changes button.
