Online Donation Form, Form Settings

Lei Wang

What do you choose for the following settings in order to use the online donation form? Like to hear any suggestion or best practice out there.

What would be default email, address, and phone types for all constituent records created or updated (through the online form)?

What would be default constituent code for all constituent records created (through the online form)?

In BB, just go to Tool→Settings

Thanks,

Lei

Austen Brown

Hi @Lei Wang - Welcome to BB Community! I recommend that you utilize your standard email, phone, and address types for new information added via an online form. As for a default constituent code, that really depends on the requirements of your system. I have seen generic constituent codes like “Online Donor” to a more high-level code utilized for this purpose.