Donation pages allow you to accept donations from your supporters. This guide will help you get started building pages. 

Table of Contents:

Page Set Up

Creative and Layout

Form Steps
Form Layout

Committees

Form Fields

Recurring Donations

Custom Fields
Upsell Flows

Confirmation

Advanced

Duplicate Pages

QR Codes
CSS Editor

First, Navigate to the Pages tab, then click My Pages underneath.

Next, click on the green Create a New Page button.

You will see four-page options: a Donation Page, a High Dollar Page, a Petition Page, and a Video Page. We linked out instructions on how to create High Dollar, Petition, and Video Pages for you to reference, but to create a regular donation page, click Donation Page.

We only require three settings to be made on each page (most settings are optional).

Internal Name: A non-public name for your page to help you keep track of it.
Public Title: The title of the tab that donors can see.
Slug: This gives each page a unique URL when you publish it.

Next, enter your Call to Action. This field is used to tell your donors why they should donate to you. Using the formatting options at the top, you can embed links, link out pictures, and customize the formatting of the copy.

Underneath the call to action field, you'll see the option to add either a Campaign or a Source Code to your page.

If you add a value to the Source Code field, every donation made to that page will have that code associated with the donation in reporting. This is a great way to add another layer of tracking to your pages.

WinRed already displays a disclaimer at the bottom of our pages, but if you need to add more, you can do so in the Long Disclaimer and Box Disclaimer fields.

Navigate to the right side of the screen Page Setup tab to set the page status.

Here you can customize the way your donation page looks, with colors, images, and logos.

First, update your Form Colors. The Primary color adjusts the page's main buttons and links. The Secondary color adjusts the page's amount and checkbox buttons.

Next, you can upload a Mobile Image and a Desktop Logo. The difference between the two is that a Desktop Logo will appear at the top of the donation form on your computer. If you don't upload a Mobile Image, nothing will appear when viewing the page on your mobile phone.

The Desktop Logo or Background Image can either be a GIF or regular photo. If you click the gear icon, you will be able to decide if you want the logo on the form or above.

You can set the background to be a solid color or add a Background Image. You can also toggle if would like the background image to display as fixed, so it will not scroll with the page.

Next, below the Desktop Background Image section, you can upload a video to your donation page using a Video Embed Code.

We support embed codes from the following providers: YouTube, Facebook, Rumble, or Twitter.

At the top right of the Creative and Layout tab, you will see the option to toggle between Multi-Step or Single-Step. A Single-Step form simplifies the donation experience in fewer clicks and is easier to complete. It will have all of the steps to donate on the initial donation page. A Multi-Step form cleanly displays form fields across separate pages, presenting the information one step at a time.

Form Layout pertains to the size of where the donation information is displayed. Floating is skinner, while Double allows you more room to add more information.

You can choose to display the form on the right, middle, or left of the page by toggling the buttons under Form Position.

You can split donations that are made through WinRed pages with other committees. Simply click Add Committee and search for the committee by name.

If using a vendor, you can also add Bill-Pay here. Click here to learn more.

For information on adding committees to Conduit accounts, click here.

For information on adding committees to Merchant accounts, click here.

The Form Fields tab is where you will decide which information you will ask your donors for, as well as editing the Donation Amount buttons, creating a Recurring Donation opt in, and adding Money Pledges.

First customize the amounts on the Donation Amount Buttons, as well as leaving an "Other" amount for the donor to input their own donation amount. You can add or remove this by clicking the toggle next to it.

To add Amount Labels to the Donation Amount Buttons, click the gear icon in the right hand corner. This will allow a text label to appear on the button on the donation page. Once you click that, you'll be able to edit the Amount Label:

Below the Donation Amount Buttons, you can also set the minimum and maximum donation amount on the specific page.

If you scroll down further, you'll be able to choose what information you'd like to gather from your donors, such as Shipping Details, Employer Information, or Employer Name, and Occupation.

If you're selling a product, you can also collect a Shipping Address for your donors.

If you are selling Merchandise on your pages and do not toggle the Shipping Address, the product will send to the address the donor has on file.

If you toggle the Mobile Field to Yes, you will be given to option to allow users to opt into receiving SMS Messages, display a SMS Disclaimer, and whether you'd like this to be a required field.

If you toggle the SMS Opt-In Disclaimer to yes, you'll be prompted to add an SMS Opt-in Call to Action and the Disclaimer.

One of the most powerful ways to increase online revenue is Recurring Donations. These are donations that automatically recur on a set interval (such as once a month). Building your recurring program is crucial because it’s a great way to raise money without additional donor asks. To set this up on your donation page, scroll to the top of the Form Fields tab and set the Recurring Donation Button option to Yes.

To edit the Advanced Recurring Settings, click the gear icon in the right hand corner. The Advanced settings allow you to customize the interval, if you'd like to use a check box vs a button, and more! To read about this in more detail, click here.

WinRed allows you to add Custom Fields to your pages. You can decide if you'd like to add an Existing or a New Custom Field. An Existing Custom Field is one that you have already created on another page.

When creating a new Custom Field, you will need to enter the following information:

You will need to give the field a name and designate where you'd like it to be positioned on the donation form (for example, before or after the Donation Buttons). Lastly select the Field Type.

The Field Types are listed below:

Upsell Flows allow you to group multiple Upsells together. Upsells appear after the initial donation flow to encourage your donors to donate more!

You can either add an Existing Upsell Flow or Create a New Upsell by clicking the corresponding button.

When creating a new Upsell, you will be given the following options. You can read more about the types of Upsells here.

Click into any of these and customize your upsell with images, call-out text, and much more! You can also append Bill-Pay and Money Pledges to your Upsells.

Here you can customize the message that will appear to your donors once they have completed their donation. You are also able to add a Custom Button to your page that will link out to a URL of your choosing, for example, back to your campaign website. 

Lastly, you can also link out social media, such as your Facebook or Twitter, to be displayed to donors here as well.

Here you can add an Open Graph Image. An Open Graph Image is a picture that will be shown on social media when you post your page's link. The Open Graph defaults to the image below, but you can update that with your own image if you'd like.

Next, you can select a language for your Donation Page. Currently, we offer Spanish page translation for all the standard form text. You will need to translate custom text such as your Call to Action and Disclaimer.

If you scroll down, you will see an option to enable CAPTCHA. This is an extra layer of identity confirmation. You can turn this on by toggling this to Yes:

When you are finished, remember to click Save. You can always preview what your page looks like by selecting the View Page button, located at the top right hand corner of your screen. 

If you would like to duplicate a page, simply head back to the My Pages tab, click the ellipses on the page, and choose Duplicate from the drop down menu.

Located under the title, you can generate a QR code for your page by clicking the button under the slug

Customize your landing pages further with our Custom CSS editor, located at the bottom of the Advanced tab.

Note: you cannot edit the following on a WinRed landing page:

Questions?

If you have questions or are unsure on any of these steps, please reach out to our support team by clicking the red chat box a the bottom right corner of your screen.