web forms in depth - blackbaud · 2015-08-19 · web forms design (cont’d) •need familiarity...
TRANSCRIPT
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Altru Masters Workshop
Web Forms in Depth
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• Leverage opportunities through design
• Customize each of the forms
• Maximize the acknowledgement process
• Understand the advantages of User Registration
Objective
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• 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
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• 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
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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
![Page 6: 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](https://reader033.vdocuments.us/reader033/viewer/2022042313/5ede925ead6a402d6669e5e8/html5/thumbnails/6.jpg)
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
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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
![Page 8: 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](https://reader033.vdocuments.us/reader033/viewer/2022042313/5ede925ead6a402d6669e5e8/html5/thumbnails/8.jpg)
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
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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)
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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
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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)
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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
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Summary
• Leveraged opportunities through design
• Deep dive into each of the forms
• Reviewed acknowledgement emails
• Overview of user registration
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• 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
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Next Steps
Review your current online forms
Customize them to maximize the opportunity