Adjusting Giving Form Settings

We understand that each church has unique needs when it comes to their giving process. That's why the Tithely Giving Form provides extensive customization options, empowering you to tailor the form to match your church's requirements adding and removing sections. In this article, we will explore the various customization settings available to you.

Customization Options

  • Displaying Location/Campus Name: For multi-campus churches, it's essential to differentiate giving forms for each location. You can choose to display the Location/Campus name on the form to help donors identify the correct one.
  • Collect Address: While donors aren't required to provide their address when donating, you have the option to collect it. Gathering donor addresses can be helpful for record-keeping and future communications.
  • Cover the Fees: By default, the option to cover transaction fees is displayed on the giving form. You can also set all donations to automatically default to covering the fees.
  • Memo: Enable the memo feature to allow donors to leave a note or comment when making a donation. This can be used to provide additional context or specify the purpose of the gift.
  • Member ID: If your church uses Member IDs, you can include a Member ID field on the giving form. This field can be repurposed for collecting other data, offering flexibility for your church's specific use case.
  • Backdate: Provide donors with the option to backdate their gifts. This allows them to specify a date for the donation if desired.
  • Custom Redirect: For donors who make a donation without logging in, you can set a custom redirect to direct them to a specific page after the donation. This helps create a seamless experience for donors who aren't logged into an account.
  • Refund Link on Email Receipts for Recurring Donations: Allow donors to request a refund through the email receipt for recurring donations. By enabling this setting, donors have a convenient way to manage their giving.

Adjusting Settings in the Giving Form

Tithely Tip

These configurations apply to both the current giving form as well as the legacy version (1.0), which is visible in the green Tithely app.

  1. Log into Tithely as an Admin.
  2. Select Giving.
  3. Select Giving Form.
  4. Select the Settings Tab.
  5. Customize Your Settings:
    Note: You will now see all the settings described in the above section. Some may be turned on by default, while others might not be. Adjust these settings according to your church's needs, and the giving form preview on the right will reflect the changes.
  6. Select Save Changes.

That's it! You've successfully customized your Tithely Giving Form to create a personalized giving experience for your donors. Feel free to adjust the settings as needed, and remember to save your changes to see them in action on your live form.

 

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