Once you have set up your Payments account and your application has been approved, you'll be ready to start using your giving form!
Do I Need to Create a Form?
Conveniently enough, once your Payments application is approved, you'll already have a giving form created for you and ready to go. You can access your form from a few places. If you like, you can navigate to the Admin Dashboard for your organization and then select Giving from the navigation menu.
There, you can see a preview of what your default giving page looks like by clicking the "View Your Giving Page" button in the upper right.
You can click on the "Giving Forms" tab in the upper left to edit or manage your form.
You can also manage your giving form (and any other forms) by clicking on Forms from the navigation menu on the Admin dashboard.
When viewing your list of forms, you should see that you have a "Default Giving Form" listed. To the right, you'll see a link to edit your form.
Editing Your Form
Once you enter the edit view, you'll see your default form already laid out with the necessary fields.
You'll notice that you have the option to preview your form st three different sizes, so you'll know how your form looks to all of the supporters who might visit your Hub. Click on any field in the Fields list on the left to re-order them in your form.
Clicking on the pencil or edit icon for the Gift Array field will allow you to customize the array by adding or removing values.
Note that in addition to the values you select, your array will always have an "Other" option as well. If you remove all of the suggested gift amounts, the field will simply have an "Other" button.
The "Donor Pays Costs" field can be toggled on or off entirely; toggling it off will remove the option from your giving form. You can also choose whether or not this option will be selected by default or if donors will have to opt-in to covering the processing costs.
The Payment Information field allows you to accept credit card donations, bank account donations (donors will need to enter their account and routing numbers), or both. Note that you must have at least one option selected!
In addition to the required giving fields, you may choose to add additional fields to your form by clicking on the "Add Field" button below the editor.
Then, you'll have the option to search for any existing fields or create a new one and add it to your form.
Once you have made your changes, be sure to click "Update Form" to save your edits.
Now, your newly modified giving form will be ready to use.
Virtuous CRM Integration
Now that you have a giving form activated, Virtuous Payments connected, and you are ready to start collecting donations, make sure your Virtuous CRM is connected via the integration. This will sync all of the donation data into a bundle in your Virtuous CRM to import. Pretty cool!
You will also be able to connect your VOMO Giving Forms to a Virtuous CRM Project already created in your Virtuous CRM. Learn more about how to do that in this help article.