StockCrowd Forms are highly versatile allowing you to adapt the form to your needs and collect the data which you require.

We can use Forms for sign-ups, one-off donations, and recurring donations.

When creating a Form with StockCrowd, you can create a page for the Donation Box to live in, with a background image, title, and short description, as in the example below:

Alternatively, you can just take the Donation Box and embed it into your own website either directly or as a pop-up (modal) which appears when they click on a call to action button on your page.

In this article, we will walk you through a Step by Step guide to creating your form, regardless of how you choose to use it.

From the BackOffice homepage, from Dashboard > Home, click on "Create Campaign" under the New Form option.

Once you have chosen the type of campaign, fill in the basic details of your Campaign:

Once you have filled in the basic campaign data, you will access the General Information area (Content > General Configuration).

In the case that you would like to build a page for your Donation Box to live on continue to Step 2, in the case you just want to build the donation box itself skip to Step 5.

In the General Information section we can do the following:

If your form is going to be multi-language, you can add more languages by clicking on the flag symbol that will appear within certain fields, as you build your form.
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To do this, click on the flag, select the language, and add the translation.

As you create your form, you can preview your changes. We can access this in two ways:

a) Clicking the eye icon in the upper left corner of the BackOffice.

b) Selecting "Campaign Templates" from the Content Menu.

Both of these options will take you to the same page.

Forms have just one template option. Click on "My Campaign" and you will be able to view how your campaign will look on both desktop and mobile.

Go to "Header and Footer" which you will find under the Content Menu.

In the Header tab, we can upload our logo which will appear in your header, it should have a maximum height of 60 px.

This is one of the most important elements of your campaign.

The video or image(s) selected should tell a story related to your cause or project.

Keep in mind the following points when selecting your video and/or image:

Under the Footer tab, you can:

In the case, you wish to have different contact information for this particular campaign you can edit this from within your campaign under Organisation info.

In the footer, you will find the link to the Legal Notice and Cookies policy to edit these legal documents for all your campaigns follow the instructions here.
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To edit the Donation box go to Settings > Donation Box:

In the donation box settings you will find 5 tabs:

Here we can change the colour of the Donation Box and change and add texts which appear on the form such as the Donation button.

You can also modify the text in the payment section, this text is going to appear before the quantity.

Under the Data tab, we can define the type of form we want to create for example if it is for recurring or one-off donations or simple for registrations.

Furthermore, in this same tab, we can define the type of data we want to collect from our donors.

By default, the form requests the following basic information:

By selecting the extended registration you will be adding the following fields to the form, you can select if these additional fields will be obligatory or not.

We can create forms for individuals (natural persons), companies (legal entities), or both.

Finally, we have some extra options to allow us to ask donors if their donations come from an event or if they are interested in volunteering.

It is also possible to add custom and conditional fields to your Donation Box, for further information take a look at our article here.

In the Payments tab, we can define the suggested donation values, as such this section can be skipped if your form is being used only for sign-ups.

First, we can choose whether or not we allow the user to choose the amount and frequency of the payment.

In the case that we allow donors to select the amount and/or frequency, we can customise the suggested donation amounts and frequencies.

Finally, we can add a short description and icon to let donors know the potential impact of their donation.

We can also select the amount which will be selected by default when the form is viewed.

From here we can customise our thank you message that appears after the payment is made.

We can upload an image, add text and add a Call to Action.

Now that you have configured your Donation Box if you want to integrate it into your own website you have the code available to do this on this tab.

Please, bear in mind that the campaign must be active to use these codes.

In the case of Starter and Scale users, the default Payment Gateway is StockCrowd PAY, you will need to have completed the registration process for this in order to activate your campaign and start receiving donations.

Once StockCrowdPAY is set up, you will find under Setting > Payment Methods the possibility to activate different payment methods for one-off and recurring donations respectively.

For further information see this article here.

Premium users must configure their payment gateway of choice for each campaign you can do this under Settings > Payment Gateway. For more information click here.

Under Social Networks we can set our social media share buttons allowing your donors to share your campaign on Facebook, Twitter, and WhatsApp.

Here you can configure the Title and Text which you wish to appear when they share your campaign.

For more information see the article here.

Under Tracking Codes, we can add either a Google Tag Manager or Analytics code to find out more about the behaviour of visitors to our campaign.

For further information check out our article here.

Each time a donor contributes to your campaign they will receive a standard email with details of their donation.

Personalisation of the thank you message and the email from which it is sent is available in Scale and Premium plans.

To find out more view our article here.