New Optimized Donation Forms

Keith Wilson

Does anyone know if it is possible to add a fundraising thermometer element to the Optimized Donation Form? We've been needing this for some of our Giving Day appeals that have matching donation opportunities. We've used MobileCause in the past, and now use JustGiving for this, but we lack participation in the crowdfunding aspects of these platforms to make them worthwhile. I thought in the early demos of Optimized forms that the thermometer was a possibility, but I just went through setting up a test form, and didn't see a thermometer option.

Austen Brown

@Keith Wilson - You may be able to use a Web Component:

Keith Wilson

@Austen Brown:

@Keith Wilson - You may be able to use a Web Component:

Interesting, but I don't seem to have access to Website Components. Do you know if that is a paid add-on, like Insight Designer for example?

Samantha McGuin

@Keith Wilson

It's not a paid add-on, it's included with your RENXT subscription. You may need to have your roles/permissions checked. Under Donation forms roles there will be a specific task for Website components that should let you see Website components under the right side Related Links on the Donation form home page.

Keith Wilson

@Samantha McGuin
I am an Environment Admin for RE-NXT and have full access to everything; but I am not seeing Website Components anywhere in our NXT system!

UPDATE! I found it! It got moved to Online Giving when the Donation Forms got moved. Apparently not everyone has migrated to the new Online Giving yet, so some of the documentation still shows this as being under the Tools menu.

Samantha McGuin

@Keith Wilson Thanks Keith - I'll chat with our docs folk and check for errant links. We just went live yesterday with the Online Giving section so we may have gotten you stuck in the shiftover due to timing!

Glad you're all set!

Karen Diener

@Samantha McGuin:

It's not a paid add-on, it's included with your RENXT subscription. You may need to have your roles/permissions checked. Under Donation forms roles there will be a specific task for Website components that should let you see Website components under the right side Related Links on the Donation form home page.

My colleague and I have Org, Environment, and RE solution admin access, and cannot for the life of us find access to the new forms in a client's instance. Any thoughts?

Karen

Madeleine Holdsworth

@Karen Diener
I'm Karen's colleague….We don't see Donation forms roles in the roles setup, even though when we try to access the form we receive a message telling us it's not in Online Giving.

Alex Wong

@Madeleine Holdsworth

do you see this option from the upper right pancake icon?

Karen Diener

@Alex Wong not sure about Madeleine, but I do not.

Alex Wong

@Karen Diener
in the control panel for role:

do you see the Blackbaud apps roles for donation forms and settings?

Karen Diener

@Alex Wong:

@Karen Diener
in the control panel for role:

do you see the Blackbaud apps roles for donation forms and settings?

Not sure what happened but @Madeleine Holdsworth and I both had access later in the day.

We checked in all of the places and the options were definitely not there. And as I mentioned, we both have all three levels of admin access, so Roles are largely irrelevant.

Alex Wong

@Karen Diener
your response suggest you now have access?

if not, then it's a support ticket

Karen Diener

@Alex Wong
Yes, we have access. Of course it would be a support ticket, though I also reached out directly to an internal Blackbaud resource. I suspect that took care of it.