Create a Form

Forms are the core giving and registration experiences in CharityStack. A form can be a Fundraiser Form for general giving, Giving Levels, or Sponsorships, or an Event Form for selling individual or group tickets.

Form Types

CharityStack has two form types:

• Fundraiser Form: accept fundraiser payments through Standard, Giving Levels, or Sponsorships amount buttons.
• Event Form: sell individual or group tickets for an upcoming event.

Fundraiser Form Amount Buttons

Fundraiser Forms use one amount button type:

• Standard: simple suggested amount buttons. Configure four suggested amounts for each enabled frequency and optionally set a default suggested amount.
• Giving Levels: named levels with an amount and description. Use this when supporters should choose between impact levels or giving categories. A form can have up to four giving levels.
• Sponsorships: grouped sponsorship items with names and prices. Use this when supporters are selecting a specific sponsorship opportunity or item.

When multiple frequencies are enabled, review each frequency tab. Amounts, giving level details, and sponsorship prices can vary by frequency.

Amounts must be at least $1. Very large amounts may require review before publishing.

Checkout Details

Forms include checkout settings that control what contacts see and what information is collected.

Common checkout settings include:

• Anonymous name: lets contacts hide their displayed name when supported by the form.
• Organization name: collects an organization name during checkout.
• Phone number: asks contacts for a phone number.
• Billing address: collects address fields and lets admins choose a default country.
• Communication consent: adds an optional consent message. Custom consent messages can be up to 500 characters.

Fundraiser Forms may also include:

• Always Cover Fees: requires contacts to cover processing fees when available.
• Dedication information: lets contacts choose dedication types such as In Honor Of or In Memory Of, with an optional message.
• Double the Donation: adds employer matching when the integration is configured and enabled for the form.

Before You Start

• Confirm your organization settings are correct.
• Confirm your payment account is ready. Sharing actions may be unavailable while the processor is still reviewing your account.
• Decide whether you need a Fundraiser Form or an Event Form.
• For Fundraiser Forms, decide whether the amount button type should be Standard, Giving Levels, or Sponsorships.
• For Fundraiser Forms, decide which funds, suggested amounts, Subscription frequency options, and custom fields you need.
• For Event Forms, decide which tickets, event details, and attendee fields you need.
• Prepare any form copy, image, or FAQ content.

Steps

1. Go to Forms.
2. Start a new form.
3. Choose Fundraiser Form or Event Form.
4. Enter the form name and core details.
5. Configure the fields, amounts, tickets, funds, Subscription options, and optional elements that apply to the form type.
6. Review the preview. Fundraiser Forms can be previewed as an embedded form, hosted page, or overlay.
7. Save and activate the form.

Sharing Options

After a form is created, use the form action menu to copy:

• Hosted Page URL: a direct CharityStack page. Fundraiser Forms use a donate page; Event Forms use an attend page.
• Overlay URL: a link that opens the form on your website. This requires your website URL in Settings > Organization.
• Embed Code: a small code snippet your web team can place on your website.

Common Admin Actions

• View related Payments or purchases for a form.
• Edit the fundraiser or event.
• Duplicate an existing form when you want to reuse most of its setup, then review the copied content before activating it.
• Activate or deactivate a form.
• Copy the form ID when support or a technical teammate asks for it.