Guide to Community Forms
There are two types of ActBlue contribution forms: managed forms and community forms. If you are an admin for an entity that uses ActBlue, you’ll use managed forms. Admins can find their managed forms in the Contribution Forms tab of their Dashboard. If you’re a supporter looking to raise money for your favorite campaigns and causes, you’ve come to the right place! We'll explain how you can create community forms and start fundraising for groups that use ActBlue.
CREATING A COMMUNITY FORM
Look for the blue box titled “Create a new fundraising form” and click the orange button to search our directory of organizations that use ActBlue.
Alternatively, you can open the Recent menu in the navigation bar at the top of your screen and follow the link at the bottom to the directory.
The group directory can also be found at this link or in the Tools section of the footer at the bottom of every page on our website.
Type the name of the candidate, committee, or organization you want to fundraise for in the search box.
You must click the blue magnifying glass button to see the correct results, not the names that appear in the dropdown. You can also find groups by selecting one of the links in the gray box.
Both of these actions will return search results that include an orange “Create contribution form” button. Once you've found the group you want to fundraise for, click its "Create contribution form" button to start making your community form.
A pop-up will open where you will fill out your form’s basic information.
First, give your form a title. You will be able to edit your form’s title later, so don’t worry if it is not perfect.
Then finish the web address for your form by typing a short, simple, memorable word in the “Web address” box. This word will not only be part of the unique web address for your form, it will also be the name of your form in your ActBlue Dashboard. Pick a short word and make a note of it so you can locate your form in the Contribution Forms tab quickly.
When you click “Save and continue,” you will be taken to a live preview of your contribution form and see the form editor open on the left.
ADD DETAILS TO YOUR FORM
Now you can use the form editor to add important information to your form. You’ll be able to preview the changes you make to your form here in real time! Click here for tips on using the form editor.
The first thing you should do is add a donation ask. Go to the “Title, ask, and URL” tab in the form editor. In the "Donation ask" box, write a short blurb explaining why a supporter should donate. Being specific about why you need the money and what you’ll use it for will help motivate your supporters to give.
You can add basic formatting, like bullet points and bolding, and images to your ask. To add an image, click the picture icon and then just select an image from your computer. If you want to add HTML, click the "</>" button before typing your code.
The next thing you should do is go back to the main menu of the form editor and open the “Preset donation amounts” tab. Here you can choose what contribution buttons appear on your form! Presetting contribution amounts will make it easy for your donors to quickly choose an amount, as you can see below.
Donors will always have the option to type in their own amount, but it’s a good idea to make sure that the amounts that appear on the form are in line with the type of people you’re targeting.
Next, go to the "Recurring settings" tab of the form editor. Your community form will automatically be set up to accept unlimited monthly recurring donations. Your form will also automatically be set up to ask your supporters to make their contribution recurring if they give less than $101.
You can change these settings in this tab. Here are all of the recurring options:
- Monthly, unlimited: When a donor contributes on your form and makes their donation recurring, their donation will recur every month until they cancel it or the campaign ends.
- Monthly, specified duration: When a donor contributes on your form and makes their donation recurring, their donation will recur for the number of months you specify.
- Monthly, unlimited + smart pop-up recurring: Smart pop-up recurring will ask one-time donors to give a recurring contribution that is smaller than their initial donation.
You can also create pop-up asks for all types of recurring contributions here, and customize them by adding an image or HTML. If you add HTML, be sure to click the “Show pop-up preview” button to make sure your HTML is working.
Another great feature in the form editor is social share. This lets you customize the content that will be shared on a donor’s Facebook and Twitter account when they choose to share their contribution on social media. It’s a simple way to catch the eye of potential supporters! To do this, open the "Social share" tab in the form editor and then fill in the fields.
If you update your social share settings but don’t see the change right away, you should clear out your Internet browser’s cache and cookies. These settings are typically stored in an Internet browser’s Preferences. Look for a section in Preferences that deals with clearing browser data, history, cookies, or your cache and follow the directions there.
If you’re familiar with ActBlue contribution forms, you’ve probably seen some that have brandings.
Brandings are custom templates for forms that have logos, images, and color schemes. You can only add a branding to your community form if the entity you are fundraising for has made their brandings on ActBlue public. If you go to the "Branding" tab in the form editor and see options you can select, that means they are public. If you don’t see any options, it means the entity has not made their brandings public.
In the "Recipients" tab of your form editor, you can add multiple groups to your community form, which will turn it into a Tandem Form. When a donor lands on a Tandem Form, they can easily split one contribution between all of the groups listed on the form.
Lastly, you can also use the form editor to view your contribution form as different types of donors:
Once you're done making changes to your form, make sure you click the orange "Publish changes" button at the bottom of the form editor to save them!
SHARE YOUR COMMUNITY FORM
After publishing all of your changes, close the form editor by clicking on the grey X in the upper right-hand corner. You'll still be on the live preview of your form, but now you'll see a different menu. Click the "Promote" button here to start sharing your form!
To send your form out to the world, just copy the link that’s generated on the top of the Promote page and paste it in an email, on your website, or anywhere else you’d like to fundraise.
This is also where you can create refcodes for your form. Refcodes are URL parameters that you can add to your community form links in order to collect useful data about where your donations are coming from. All you have to do is type a keyword into the Refcode box on this page, and a new link will be generated for your form. Then you can share that link like normal, and you’ll be able to track its performance on your form’s Statistics page (more about that in the next section, Data from community forms).
There are endless uses for refcodes. For example, you could create refcodes for tweets, Facebook posts, and your website to track which platform brings in the most contributions. You can also create refcodes for individual volunteers that will be sharing your form to track their progress.
If you scroll to the bottom of the Promote pop-up, you can also preset the link to your contribution form so that donors who click on it will land on a form with the recurring contribution option pre-checked.
FINDING YOUR COMMUNITY FORMS
You can see your list of forms on your My Fundraising page. To view this page, click the blue icon of a person in the navigation bar at the top of your screen to open the User menu, and then select "My fundraising" in the dropdown.
Once you see your list of community forms, click on your form’s name to go to the live preview of your form with the Promote and Edit options.
DATA FROM COMMUNITY FORMS
Your community forms have a lot of useful data. To access it, you will need to go to the Statistics page for your form. Once you are on your form, click the Stats button in the form menu on the left.
The Statistics page will show you a table of the contributions made on that form, broken down by refcode. The table includes the number of contributions (Count), number of visits to the form (Visits), conversion rate, the percent of contributions made on mobile for each refcode, the total amount donated on each refcode with the average contribution size in parentheses, how many of the contributions made were recurring, dollar amount of contributions made as recurring, and an estimate of how much recurring will bring over time.
Below the table, you should see an “Additional tools” option. Toggle the dropdown menu and you’ll be able to download a CSV of contributions.
The admins for the entity you are fundraising for on a community form will not be able to edit the form, but they will have access to the form’s statistics.
NOTE FOR ADMINS
If you are an admin for an entity listed on a community form, go to the Contribution Forms page in your Dashboard. At the top of the page, you’ll notice a Managed Forms tab and a Community Forms tab. Just toggle between the two tabs to see a list of your team’s managed forms or community forms.
If you click on a community form, you will be taken to the form. Select the "Statistics" button in the form menu to be taken to the statistics page for that form.