Web Forms in Depth - Blackbaud · 2015-08-19 · Web Forms Design (Cont’d) •Need familiarity with CSS/HTML for advanced adjustments •Use Advanced Style sheet editor to save

Altru Masters Workshop

Web Forms in Depth

• Leverage opportunities through design

• Customize each of the forms

• Maximize the acknowledgement process

• Understand the advantages of User Registration

Objective

• Discuss Opportunities in Web Forms Design

• Review Donation Forms

• Review Program Forms

• Review Combination Forms

• Review Membership Forms

• Review Event Registration Forms

• Leverage Acknowledgement Emails

• Enable User Registration

Agenda

• Preview display is cached and can “lag behind”

• Use browser tabs to display the actual form and

“refresh” to review changes

• Do not have to “Submit” to view design changes

• Confirm changes in payment stage

Web Forms Design

Web Forms Design (Cont’d)

• Need familiarity with CSS/HTML for advanced

adjustments

• Use Advanced Style sheet editor to save a back

up copy

• Back up the HTML code in “Configure Content”

• Use Folders to organize your images

• Delete images from the Appeals/Email function

• Prepare for upcoming responsive design updates

Donation Forms

• If you select “Total” or “Initiative”, form will display

options for designations level below

• Recommend using giving levels to prompt donation

levels - also allow other amount

• Enter Designation name and additional information

Language > Donation Information

• Can Leverage the “Comments” field to prompt

memorial/tribute information

Language > Additional Information

Program Forms

• Online sales can be managed at program level

• Online Settings for tickets covers all online program sales

• Sales window controlled at Program level

• Price Types eligibility at Sales Method level

• Use Language to edit content (date format, etc.)

• Leverage Web description to display important/succinct information on the event

• Different name on scheduled event creates program listing and removes it from “Other date/times” link

Combination Forms

• Cannot be restricted by membership or

constituency restrictions

• Allows only one program in each of the groups

• Ideally suited for daily admission and scheduled

program combinations

• Cannot be used where users have to select

between options

Membership Forms

• Members program and levels description is through program and level information

• Only additional member add-ons are available for online sales

• Multiple add-ons can be moved up or down to adjust display in the form

• Membership level badges can have their color adjusted through advanced css

• Make Title and First Name required for additional members if they are adults

• Renewal Form options are under configuration

• You can link directly to the renewal form via Altru email(check Web Forms A to Z in resources)

Event Registration Forms

• Special Events are displayed in the list before registered programs

• We can select which registration options/price types we want to enable for online sales (hide complimentary options)

• Can move types up and down in sequence to prioritize them

• Keep guest information optional in case host has not decided who they are bringing

• Edit button content via Language > Page

• Use Web description to include succinct information

• Different name on registered program event creates program listing and removes it from “Other date/times” link

Acknowledgement Emails

• Best practice to use appropriate

acknowledgement emails for every form

• Create a base version via Default

Acknowledgement email and then modify

• Copy – Paste - Edit!

• Includes instructions, directions, link-backs

• Set up to be mobile friendly

(check Web Forms A to Z in resources)

User Registration

• Enable if you have frequent online users

• Effective mechanism for delivering automatic

online discounts, prefilling information for users

• Edit text to encourage registration on the web

form

Web Payment Settings > Language > Registration

Information

• Check out KB in resources

Summary

• Leveraged opportunities through design

• Deep dive into each of the forms

• Reviewed acknowledgement emails

• Overview of user registration

• Responsive Design PackagesContact your AE

• Web forms Videoshttps://www.blackbaud.com/howto/altru-videos.aspx#Web

• Web forms A to Zhttps://drive.google.com/file/d/0B7u7HERi3jZjOXJoTjhoaDA0RXM/view?usp=sharing

• Email Appeals to recruit online registrationhttps://kb.blackbaud.com/articles/Article/94749

• Managing User Registration Issueshttps://www.blackbaud.com/files/support/altru/training/ManagingUserRegistrationIssues.pdf

Resources

Next Steps

Review your current online forms

Customize them to maximize the opportunity