ENHANCING THE DONOR EXPERIENCE: OPTIMIZING WEB & PLEDGE FORMS - PowerPoint PPT Presentation

Proven Practices in Fundraising Webinar Proven Practices in Fundraising Webinar Proven Practices in Fundraising Webinar ENHANCING THE DONOR EXPERIENCE: OPTIMIZING WEB & PLEDGE FORMS

Presented by: Virginia Dambach Dambach & more vdambach@midco.net 701-371-9771 Hosted by: Sarah Tron Allegiance Software, Inc. webinars@allegiancesoftware.com 800-858-7654

First Things First The Donate Button

Before the Web Form The Donate Button • The most important fundraising element on • your home page. Should be obvious, distinct, and inviting. • Eye-catching with an unmistakable call to • action. Consistent throughout other pages on your site. •

Donate, Give Now, Support WBUR ‘s Donate Heart button appears throughout their website. • During on-air campaigns, there is a more emphatic prompt to give. •

Prominent Donate Now Buttons

Donation Pledge Page The most important page on your web site

Optimization Basics Short, simple, inviting design. • Eliminate unnecessary questions. • Using pre-populated fields improves conversion • rates. Offer the Sustainer option at the beginning. • Submission should generate an immediate “your • pledge form has been successfully submitted” message.

Down to the Details Use a top down layout. It is better to Align labels on top of size fields fields for maximum differently readability. based on the length of Fields appear in a logical information sequential order. you expect. Clearly indicate required Labels on top of fields. fields is mobile friendly

Define Sections Headers break down the form into easily understood steps. Headers between sections makes the form feel shorter. Headers help define the path to form completion.

Front End Giving Choices

Branching Logic

Payment Selection Changes Amounts

Flexible Form Data Don’t be too strict. A U.S. phone number with area code can be entered a number of different ways, with or without parentheses and hyphens. If the validation rule isn’t flexible, then you’ll frustrate the people who use a format that’s just slightly different. Display hints. If you expect a specific format, make sure to give an example. MM/DD/YY or MM/DD/YYYY Auto-format when possible. This takes out the guesswork and makes things a lot easier for your respondents. Report errors early. That way, the respondent won’t face a bunch of errors at the very end of the form.

On the Technical Side Keep it friendly and useable

Input Validation Provide user-friendly and descriptive error messages. Instead of: "You must fill out all of the required • fields below." Provide a more specific error message like: "You • forgot to enter your e-mail address." Real-time data validation is ideal.

Auto Advancing Auto-advancing nets you faster data entry — in theory. Once the respondent finishes a field, the cursor automatically goes into the next one, without an extra keystroke or mouse click. In practice, most people don’t expect it, and end up fighting • it. People are trained to tab through fields…and it’s faster than • using the mouse and cursor. Since auto-advance is not universally in use, you may be • better off without it.

New Features? Consider: Does it work with older browsers? Does it work with older devices? Does it work on all types of devices? Does it work in different locales and languages? Is it compliant? Will it still be working next year, or the year after?

Reassuring & Thanking Donors Submission Acknowledgment and Beyond

Submission Successful Message To avoid duplicate form submissions: Provide immediate online feedback with a “your • form was successfully submitted” message. Follow up with an auto email thank you and • confirmation of receipt. This reassurance does not replace the • personalized donor thank you email or letter.

Questions?

Join us next month! Reality Check: Membership in a Digital World Wednesday, May 17, 1:00 pm Central allegiancesoftware.com allegiancesoftware.com Questions about the webinar? Questions about the webinar? sales@allegiancesoftware.com sales@allegiancesoftware.com Contact Virginia Dambach: Contact Virginia Dambach: support@allegiancesoftware.com support@allegiancesoftware.com Sales: 844-858-7654 Sales: 844-858-7654 vdambach@qwestoffice.net vdambach@midco.net Support: 877-858-7654 Support: 877-858-7654