Create a Donation Page

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

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Click on the green Create a New Page button found on the right hand side of the page.

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 filled out to make the page live. They are the following.

​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 text box 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.

If the gear icon next to the Call to Action title is selected, the option to add a Page Header will be visible. Any text inputted here will be displayed inside a box at the top of the form.

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. This is a great way to add another layer of tracking to your pages!

You can filter by Campaign and Source Code in the WinRed Reporting Tool.

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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 how your donation page looks with colors, images, and logos.
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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. Once the choose image button is selected, you will able to upload a new image or search from the existing ones by the file name.

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.
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The Desktop Logo or Background Image can either be a GIF or a regular photo. If you click the gear icon, you can 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 you 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.
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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 Multi-Step form cleanly displays form fields across separate pages, presenting the information one step at a time. A Single-Step form simplifies the donation experience in fewer clicks and is easier to complete. It will have all the steps to donate on the initial donation page.

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Form Layout pertains to the size of where the donation information is displayed. Floating is single width, while Double allows you more room to add more information.
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You can choose to display the form on the left, center, or right 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.
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If using a vendor, you can also add Bill-Pay here. View this document to learn how to add Bill-Pay.

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

Customize the amounts on the Donation Amount Buttons. 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:

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Leave an "Other" amount for the donor to input their own donation amount. Add or remove this by clicking the toggle next to it.

Below the Donation Amount Buttons, you can also set the minimum and maximum donation amount on the specific page if the gear icon is selected.

If you scroll down further, you can choose what information you'd like to gather from your donors, such as Mobile Number, Shipping Details and more.

If the Mobile Field is toggled to yes, you will be given the option to allow users to opt into receiving SMS Messages or to display an SMS Disclaimer on the page.

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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.

If you are selling Merchandise on your pages, collect a Shipping Address for your donors. If you choose not toggle the Shipping Address, the product will be sent to the address the donor has on file.

The option to pre-check the shipping address with the donor's billing address is also found here.
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Toggle the Fundraiser ID to yes if you would like a Fundraiser ID to be associated with the donations that were made on the page. You can learn more about this feature here.

Select whether you would like to allow your donors to cover processing fees. You can learn more about this feature here.

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.
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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, view this support document 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.
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When creating a new Custom Field, you will need to enter the following information:
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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.
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The Field Types are listed below:

The Upsells tab allows you to dynamically redirect donors from a donation page to an upsell based on donor attributes through an Upsell Pathway. Or to group multiple Upsells together in an Upsell Flow.

Upsells appear after the initial donation flow to encourage your donors to donate more!
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You can either create a new Upsell Pathway or Flow or add an existing one.
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When creating a new Upsell, you will be given the following options. You can read more about the types of Upsells here.
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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.
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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.
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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. 

Located under the title, you can generate a QR code for your page by clicking the button under the slug.
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If you want to duplicate a page, go to the My Pages tab, click the ellipses on the page, and select Bulk Duplicate or Duplicate from the drop-down menu.

The bulk duplicate button allows you to make multiple new copies of the page with different bill pay fees, while the duplicate button will create one new copy of the page.

Pages can also be duplicated within the page builder by selecting the Duplicate Page button underneath the internal page name.

Page tags can be easily added to a donation page to help organize it and improve navigation and searchability. They can be added within the page builder by clicking the tag icon next to the duplicate page button.

Up to ten tags, each with twenty sub-tags, can be created per account. Up to three tags, including both tags and sub-tags, can be added to each page. You can read more about this feature by clicking the button below.

​CSS Editor

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

Questions?
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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.