Form Builder

Business Donation Forms

Senest redigeret:

Forms for businesses often differ slightly from forms for individual donors. Therefore, we recommend creating a dedicated business form to suit the purpose and enhance user experience. This guide walks you through the essentials elements to consider. If you haven't yet created a business template, feel free to reach out to our support team for assistance.

If you are new to creating forms, learn how to get started here.

1. Define Donation Amounts

Start by determining the donation amounts you wish to present to users. Most organisations opt for the same model as for individual donors, featuring three preset amounts and an optional field with a defined minimum donation.

Learn how to specify minimum amounts here.

With or without VAT?

For businesses, you will often display the amount exclusive of VAT. Make sure to clearly indicate on the form that the donation amount is exclusive of VAT.

Then, input the amount excluding VAT (as explained above) and configure the form to add VAT on top when the donation amount is processed. You can adjust these settings in the form builder under Form settings.

Set the VAT percentage to the appropriate percentage for your country and configure the VAT handling to VAT added to charged amount.

2. Define Payment Method

Determine how you wish to receive payments. Credit card payments are typically the preferred option, as they are familiar to most businesses and ensure seamless payment processing. While invoicing is possible, keep it mind that OnlineFundraising cannot issue invoices automatically, necessitating manual handling. Therefore, we recommend prioritising credit card payments – possibly exclusively. 

3. Define Data Fields

Now, select the fields you require businesses to fill in during the donation process. Consider whether splitting the contact person's name into first and last names. This can facilitate smoother communication via email, for example. Additionally, you can request supplementary information that may be relevant to you, such as the company's website or the contact person's phone number. Only ask for information that you intend to use, ensuring compliance with GDPR regulations as well as enhancing user experience. 

4. Customise Communication

Determine what communication the company will receive after the donation is completed. We recommend creating a separate communication tailored specifically for businesses. This allows you to personalise messages by incorporating the company's name and providing full details about the donation. This way, the confirmation email becomes more of a receipt, which can be included in the company's accounting. 

You can learn more about creating and customising communications here and explore which merge fields you can use here. 

While it's possible to create different communications based on the donation amount or type of product/donation, integrating these with the form directly isn't currently possible. Feel free to reach out to our support team once you've set up the form and corresponding communications, and we'll guide you through the process. 

5. Payment Terms and Privacy Policy

Consider whether your payment terms should differ for businesses compared to private donors. We strongly recommend this so that you can be more precise in your descriptions of purposes, etc. Next, update your privacy policy to reflect the new type of forms.