Donorfy Forms allow you to create flexible, hosted online forms without any website development skills. You can use forms as standalone pages or embed them inside your website, enabling a seamless donor or supporter experience.
⚠️ Important: You must be an Administrator or a Standard User with permission to access Forms. Form limits depend on your Donorfy plan.
Use Cases for Donorfy Forms
Donorfy Forms support many types of interactions and can be used for simple or complex data collection.
Examples of Form Types
Donations: Accept one-off or recurring payments by card or Direct Debit.
Memberships: Allow supporters to subscribe to a membership programme.
Gift Aid Sign-Up: Collect Gift Aid declarations online.
Contact Forms: Locate or add a constituent, create an activity, and assign a follow-up task.
Volunteer Applications: Add or find a constituent, record an activity, and apply tags.
Surveys: Capture survey responses by recording answers in an activity.
Ways to Display a Donorfy Form
Standalone Form
The form displays with a header, footer, and sidebars that you design, giving the appearance of being part of your website.
Common uses include links in emails or buttons directing users to the hosted page.
Embedded Form
The form appears inside your website using an iframe, allowing supporters to remain on your site throughout the process.
Form Elements and Flexibility
A Donorfy Form consists of configurable, movable elements that you can arrange within a template to create the layout you need.
Available Elements
Contact Details (individuals and organisations).
Contact Preferences.
Tags.
Activities.
Donation.
Membership.
Gift Aid.
Typed Content.
Each element can be customised, allowing you to design forms suited to your workflows and data requirements.
Taking Payments with Donorfy Forms
Donorfy Forms integrate with secure, trusted payment providers, making payment collection simple.
Supported Payment Methods
Stripe card payments.
Apple Pay.
Google Pay and Microsoft Pay.
PayPal.
GoCardless Direct Debits.
📌 Note:
Card and digital wallet payments are processed immediately.
For Direct Debits set up through a form:
The first charge is initiated immediately and debited within 5–7 working days. Future charges follow the collection day defined by the RPI on the constituent timeline.
Tracking Form Usage
Form visits and submissions can be tracked using UTM parameters within Donorfy.
You can also monitor activity using your Google Analytics dashboard for deeper insights into form performance.
Requirements and Plan Availability
To access Donorfy Forms, the following must apply:
You must be an Administrator or a Standard User with permission to access Forms.
Plan-based usage limits apply as shown below.
Plan | Number of Forms |
Donorfy Essentials & Starter | Up to 3 forms |
Donorfy Professional & Enterprise | Unlimited forms |
Going Deeper Guides
Configuration | Payment Options | Testing, Security and Form submissions |
Embedded Forms | ||
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