Donation forms

Creating a Beacon donation form; easily collect individual or recurring donations online

Updated over a week ago

Beacon makes it easy to collect individual and recurring donations online. There's no code to write, plus we take care of a lot of the things you probably don't want to worry about, like:

  • Security - secure PCI compliant payment processing

  • Data entry - data automatically ends up in the right place

  • Email acknowledgements - so donors immediately get notified and thanked

  • Gift Aid - eligible new donations are automatically added to your open claim

  • Direct debits - mandates are set up for recurring donations

  • Mobile payments - Google Pay, Apple Pay, and Microsoft Pay


Connect with payment providers

We connect with industry leading payment processors like Stripe, PayPal, and GoCardless so you can securely process credit card payments and direct debits online.

To make it possible for Beacon to accept donations, go to Settings > Payments in your sidebar (you'll need to be an admin), and connect with at least one payment provider:

Different providers will be displayed to donors at different times:

  • One-off donations: Stripe (Card), PayPal

  • Recurring donations: GoCardless (Direct Debit), Stripe (Card or SEPA Direct Debit)

Create your first form

Once you've connected your payment provider(s) with Beacon, you're ready to create your first donation form.

  1. Go to Forms in your sidebar

  2. Click Create form. Give your new form a title (it will also be shown on your donation page) and set the form type to Donation.

    Screen Shot 2018-11-26 at 17.06.10

  3. Click Create

  4. Click View form in the top right corner of the page. You'll see that a new form is created, and ready to go!

    Screen Shot 2018-11-26 at 17.08.00

  5. You can also customise how the form looks! Change the colour to fit your brand, and upload a logo in the 'Design' section.

    Tip: Upload a logo with a transparent background for best results

  6. (Optional) Add a description for each amount - useful to explain to donors where their money goes. You can also customise the amounts to suit your organisation and also allow your donors to choose how much they would like to give.

  7. That's it! Give it a whirl by making a test donation through your new form.

Screen Shot 2018-11-26 at 17.10.38

After the form is submitted, you'll see that the following happens automatically:

  • A new Payment has been created

  • The donor has been created (or updated) as a Person record

  • If the Gift Aid checkbox was checked, a Gift Aid declaration has been created and linked to the person's profile

  • The donor is acknowledged immediately via email

You've been notified via email that the donation happened

Enabling and Disabling donation frequencies

Single, monthly and annual donations are all enabled by default on your form. If you do not wish to offer any of these options to your donors, you can click to remove them from your form.

Setting a default payment option

You can choose which payment option you'd like to be pre-selected when somebody first visits your donation form. This could be either a single or a recurring option.

To choose the default payment, simply click the radio button (circle you can click!) next to your preferred payment option.

Default payment on form

Acknowledging donors

When someone donates via a Beacon form, Beacon immediately sends an acknowledgement email to them:

Screen Shot 2018-08-15 at 21.24.08

You can customise the subject and content of this email, as well as the team member who the email is from in the acknowledgement area of the form settings.

Tip: If you'd like to show whether someone gave a Gift Aid declaration, use the following merge tag to show Yes or No in your acknowledgements and notifications: {{{gift_aid_declaration_ticked}}}

Getting notified

It can be useful to know when someone has made a new donation online through one of your forms.

In the notifications section, you can customise who receives email notifications from Beacon each time a donation is made, as well as the subject and content of the email:

Fixed data

When donation forms are submitted, we automatically create the relevant records in your Beacon database. There's no manual entry to worry about!

Each time a new payment is created, you'll probably want to make sure it's categorised in the right way. For example, it might make sense to set the following on all new payments:

  • 'Type' = Donation

  • 'Gift Aid allowed' = Yes

  • 'Source' = Website

This is how the fixed data section helps you. It makes it easy to segment your data going forwards.

When new payments, people or declarations are created via a Beacon form, Beacon sets this fixed data on every record created (as well as the data that comes from questions on the form).

You can customise the fixed data that Beacon sets to fit your needs:

Asking donors to cover donation fees

Note: Covering fees is available on our Standard, Premium, and Ultimate plans

You can add a section to your donation form which invites the donor to increase their donation to cover the costs of processing their payment.

You can choose a percentage of the selected donation amount to add to the total donation. This will be the same for both single and regular donations, where the amount will be added to each subsequent payment taken.

You can also decide whether this box will be checked by default.

Screen Shot 2019-09-01 at 17.37.11

This additional donation is added to the donation total; stored on the Payment record in the 'Amount' field.

The amount that is added to the donation is stored in the 'Covered fees' field, and if eligible for Gift Aid, we'll claim on the whole amount.

Recurring donations

Recurring donations are handled a little differently to single donations. They're collected either via Direct Debit (GoCardless) or credit cards (Stripe).

It usually takes GoCardless 1-2 weeks to set up a direct debit mandate with a bank (this is totally normal!), and then the mandate becomes active. Once active, you're able to charge payments directly to the donor's bank account.

For credit cards, the first payment is charged immediately.

As such, when either a monthly or annual recurring donation is made via a Beacon form, the data flows into Beacon a little differently:

  • The Person and Gift Aid declaration records are automatically created

  • A Subscription record is created in Beacon (linked to the person)

  • Notifications and acknowledgements are sent out as normal via email

In GoCardless/Stripe, we also set up a Subscription that will automatically bill the donor the amount they entered during the donation form - at the earliest possible date, and then every month after that.

When each payment comes in, Beacon automatically saves them on your behalf, linked to the relevant Subscription and Person. This happens in real-time; Beacon gets notified as soon as each payment is processed.

Allow donors to choose their monthly donation date

If you'd like donors to be able to pick a day of the month that their donation will be taken, you can enable it with the toggle in the 'Payment' section of your form.

Allow donors to pick day of the month

This will appear as an optional dropdown list on the form, with a choice between the 1st, 15th, and 25th.

Note: This option will not be available for recurring annual donations

Monthly donation day on forms
Day choices for donation day

Multiple currencies

If you have multiple currencies enabled, Beacon lets you take single and recurring donations in any of them.

When you create a form, the currency will default to your account's primary currency. In the form settings, you can change this to any other currency you like:

Did this answer your question?