ActBlue user roles and permissions dictate what users can do on our platform. If the tools or features in this article are unavailable to you, speak to your entity Admin first about updating your permissions.
In this article:
- Using a reusable branding for a supporter form
- Sharing a form link with your supporters
- Checking in on your supporter forms
- Viewing data from your supporter forms
- Deactivating supporter forms
Supporter forms are an excellent way for donors to organize their friends, family, and personal networks and raise money for your campaign or organization. Use branding and content to make it easy for your supporters to fundraise for you.
Follow these instructions to create a reusable branding for your supporter forms. Under “Save Options” in the branding editor, toggle the “Make branding reusable” button to “Yes” and name the branding before saving so you can apply it to forms. Then, follow the instructions below.
Using a reusable branding for a supporter form
If you already have a reusable branding you’d like to use, open up any form with that branding. Click “Edit” on the form navigation bar to open the form editor.
Click on the “Branding” tab.
Click “Edit” to open up your branding’s settings.
Click “Save options” at the bottom.
Toggle the “Make public” button to “Yes” to ensure supporters can use your branding. Click the “Save” button.
Sharing a form link with your supporters
After saving your branding’s updated settings, you’ll land on the “Branding” tab.
You can set a “Custom Title” and “Custom Ask” if you’d like supporter forms to come with that information. If you fill in these optional fields in the Branding tab of the form editor, click the “Save” button.
Under “Save options,” you should see “Share Link” at the bottom, with a link you can send to supporters. This link will take them to a landing page where they can create their own version of this form that uses your branding. Your supporters must log in to ActBlue or create a free account before making a supporter form.
Under “Save options,” you should see “Share Link” at the bottom, with a link you can send to supporters. This link will take them to a landing page where they can create their own version of this form that uses your branding. Your supporters must log in to ActBlue or create a free account before making a supporter form.
If you fill out the form’s title and ask in the branding editor, your supporters just need to finish their form’s “Website Address,” so it has a unique URL. To complete the web address, they should type a short, memorable word or phrase (no spaces).
After clicking “Get Started,” they land on their supporter form, where they can begin organizing and fundraising for your campaign or organization.
After clicking “Get Started,” folks are brought to their supporter form, where they can begin organizing and fundraising for your campaign or organization!
Please note you can also find the share link to your supporter forms in the Brandings tab of your Dashboard toolbar.
Click “Share” next to the branding you want your supporter form to use. In the pop-up, copy the link to the supporter form.
Checking in on your supporter forms
Find supporter and community forms by heading to the Contribution Forms tab of your Dashboard and selecting the “Managed by supporters” tab.
Admins can view details about the form:
- Form type
- Title and link
- Date created
- Number of contributions
- Dollars raised
- Branding
- Creator’s email.
You can use creator emails to send thank yous to the supporters organizing their networks on your behalf.
As an admin, you can’t edit supporter forms people make. However, you can hide supporter forms with inappropriate content from the public, and they will not accept any more contributions. When you view a supporter form, you should see a message at the top with the removal option. Click “Remove this form” to hide the supporter form.
A pop-up will appear asking you to confirm the deactivation. Click “Yes, remove.”
You can reactivate a supporter form you’ve removed in the past. Head to the Contribution Forms tab of your Dashboard and select the “Managed by supporters” tab. Deactivated supporter forms are in gray at the bottom of the forms list. Click on the form name to view the hidden supporter form.
An orange message at the top indicates you removed the form. Click “Reactivate this form” to make it public and allow it to accept donations.
Viewing data from your supporter forms
View the amount of money raised from supporter and community forms by opening your Dashboard and scrolling to the module titled “Form Breakdown.” This module breaks down the various sources of all your contributions. The amount of money “Raised on forms managed by your supporters” represents dollars raised through community and supporter forms.
As an admin, you can’t view the statistics pages for supporter or community forms, but you can still access their contribution data. Select the “Managed by supporters” tab from the Contribution Forms page.
First, find the form’s creation date.
Go to the Downloads tab in the Dashboard toolbar under “Tools.”
With the “Contributions over a specified time period” report, you can export a custom CSV or Google Sheet that lists all contribution data, including that from supporter forms. To view the contribution data from a particular supporter form:
- Click the form’s creation date on the calendar or enter it manually
- Do the same for the end date. If you want to see all the data since the form’s creation, use the current date.
- Click the gray “Export” button to download the spreadsheet!
Once you have the spreadsheet, go to the column labeled “Fundraiser Recipient ID” (the supporter form’s name). Sort this column alphabetically to find the donors who gave to you on a specific supporter form in your defined time period.
Deactivating supporter forms
As an admin, you can’t edit supporter forms people make. However, you can hide supporter forms with inappropriate content from the public, and they will not accept any more contributions. When you view a supporter form, you should see a message at the top with the removal option. Click “Remove this form” to hide the supporter form.
A pop-up will appear asking you to confirm the deactivation. Click “Yes, remove.”
You can reactivate a supporter form you’ve removed in the past. Head to the Contribution Forms tab of your Dashboard and select the “Managed by supporters” tab. Deactivated supporter forms are in gray at the bottom of the forms list. Click on the form name to view the hidden supporter form.
An orange message at the top indicates you removed the form. Click “Reactivate this form” to make it public and allow it to accept donations.
The amount of support that the ActBlue Customer Service Team can provide is dependent on the permissions that you have. Check with your entity Admin about your assigned role.
If you have any questions, please contact our support team using the email address you use to access your ActBlue account.
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