Form Elements allow you to structure your form, gather the data you need, and present content clearly. Some elements simply display information, while others collect constituent data, permissions, donations, or membership subscriptions.

Form Content

Use this element to add headings, welcome messages, instructions, or images to your form.
It does not update Donorfy; it is purely for content and layout.

Adding Text

The Form Content element uses Donorfy’s standard text editor.
You can type directly into the editor, use the formatting options, or paste content from applications such as Word.

📌 Note:

Some formatting, fonts, or styles may not transfer exactly because the editor does not support all formatting types.
Browser security affects how paste actions behave.
On some devices—especially Apple devices—mouse-based paste actions may fail. Use Ctrl+V (or your device shortcut) instead.

Adding Images

You can upload images to display alongside your content.

You can add this element multiple times to a form.

Constituent Details

Use this element to collect information from individuals or organisations. Supported fields vary depending on constituent type.

Individual Fields

Title.
First and last name.
Email address.
Postal address.
Phone numbers.
National ID.

Organisation Fields

Organisation name (mandatory but optional for the user to complete).
Postal address.
Email address and phone numbers.
Job Title, Role, Department.

📌 Note: Date of Birth is not available here but can be collected via an Add Activity element using Extra Fields.

Matching Rules

Individuals are matched using the Duplicates Confidence Score. Matches scoring 13 or higher update the existing profile; otherwise, a new constituent is created.
Organisations match on exact organisation name, or exact name plus postal code. Non-exact or multiple matches create a new organisation.
Matched constituents do not receive name or address updates from form submissions.

Organisation/Individual Linking

If organisational details are submitted:

The individual is set as Main Contact (unless one already exists).
Organisation address, email, and phone details populate the individual's Work tab.
Job Title, Role, and Department are added to the individual's Work tab.

You can add this element once per form.

Communication Consents

Use this element to collect permission preferences from supporters.

You can:

Ask for consent for selected Channels.
Ask for a Preferred Channel.
Ask for consent for Purposes marked as visible on public-facing forms.

📌 Note: If your form collects both individual and organisational details, consents are applied to the Individual.

You can add this element once per form.

Add a Tag

Use this element to add tags automatically or conditionally.

You can:

Choose whether the tag applies to the Individual, Organisation, or Both.
Automatically add a tag without supporter input.
Ask a question that adds the tag when answered “yes.”
Request additional information to store in the tag’s notes.
Populate custom tag fields (automatically or based on supporter responses).

You can add this element multiple times to a form.

Add Activity

Use this element to create or record structured actions on the constituent timeline.

You can:

Assign the activity to the Individual or Organisation.
Record a connection.
Add an activity automatically.
Add conditional activities based on supporter responses.
Store additional details in activity notes.
Assign a task to a user.
Mark the activity Confidential.
Display an Alert on the constituent profile.
Populate Extra Fields automatically or conditionally.

You can add this element multiple times.

Donation

Use this element to collect single or recurring donations or payments.
Supported payment methods include card, Apple Pay, Google Pay, Microsoft Pay, PayPal, and Direct Debit.

Display Tab (Your Ask)

You can:

Add an introductory message.
Offer suggested donation amounts (single, monthly, annual).
Add optional descriptions for each amount.
Allow donors to enter an “other” amount.
Choose the default selection.
Set a fixed amount donors cannot change.
Offer regular payments via Stripe or Direct Debit.
Enable Gift Aid opt-in (adds a Gift Aid Declaration to the timeline).
Show a gift summary message.
Allow donors to enter a gift message (added to transaction comments).
Allow donors to assign their donation to a Fund (based on configuration text).
Set where the donation or RPI appears on the timeline.
Connect the donation to an existing constituent (e.g., tribute donations).

Processing Tab

Set defaults for:

Product.
Department.
Fund.
Bank Account.
Currency.
Channel.
Email acknowledgements for single and recurring payments.
Payment method options (Stripe, Apple Pay, Google Pay, PayPal, etc.).
GoCardless messaging and error display.
Mailchimp Automations (Classic Automations only; otherwise use Triggers and Supporter Journeys).

📌 Note: When using Apple Pay, Google Pay, PayPal, or similar:
Place contact details, permissions, and other elements before the Donation element to ensure data is captured before payment buttons trigger form submission.

Prompts and Messages Tab

Customise the system text used throughout the donation process.

You can only add one Donation element to a form.

Gift Aid Declaration Opt-In

Use this element when you want donors to submit a standalone Gift Aid Declaration.
(If Gift Aid is already collected via the Donation element, this element is not needed.)

You can: