Sending & Evaluating Contribution Forms

In this article:
1. Using your form to fundraise
2. Creating refcodes to track where donations come from
3. Finding out how your form performed

Using your form to fundraise

You’ve created and customized your contribution form — now it’s time to get the word out and begin connecting with small-dollar donors!

Here are the basics of fundraising: Your goal is to direct supporters to your ActBlue form so they can give to you online easily. You can share your form across many different channels online, like in emails (where most money is raised online), on social media, or as a linked button on your website. You can find your form’s web address (URL link), which you will be sharing and linking, at the top of your browser:

Image of where a URL is

Another foolproof way to find your form’s URL link is by clicking the “More” button from the form navigation bar (form navbar) at the top of your form and selecting “Promote.”

Where promote button is

To send your form out to the world, copy the link that’s generated at the top of the “Promote” pop-up and paste it in an email, on your website, or anywhere else you’d like to fundraise.

URL link

Creating refcodes to track where donations come from

Refcodes (short for reference codes) are a word or phrase added to the end of your form’s URL link. We highly recommend you use refcodes to easily collect data on where your donations are coming from! When you share a form one way with a unique refcode and another way with a different refcode, you can compare how different strategies perform by looking at that form’s “Statistics” page, which lists the form’s fundraising numbers organized by refcode. You can learn all the details of refcodes and tracking your forms here.

You can use refcodes in the “Promote” pop-up. Here’s what you can customize:

  • “Refcode”: Any word or tag you’d like to attach to your form’s URL link, such as “email” for links you send out through email.
  • “Amount”: A dollar amount you’d like pre-selected for donors who click on this link, such as $10 for donors who you know typically give this amount.
  • “Recurring”: For when you intentionally send a fundraising email explicitly asking for recurring donations and want to direct people ready to make a monthly donation to a form with the recurring option already checked.

Important note about using “Recurring” URL parameters when sharing your form’s link: All campaigns and organizations who use “Recurring” in their form links, like using “Recurring” in the “Promote” pop-up, should explicitly ask for a recurring contribution before sharing the form link anywhere (including emails, text messages, and on websites). We require users to use language like “a month,” “monthly,” “weekly,” or “recurring” to make it clear to donors that by clicking your link or linked button, they are making a donation that will recur more than once!

Here are some handy examples you can follow:

If you have questions or concerns, feel free to reach out to your ActBlue contact or

Finding out how your form performed

After the hard work of creating and sending out a form, you can check and see how its fundraising is going.

You can find an individual form’s statistics two different ways. If you’re already on your form, click the “Stats” button in the form navbar up top.

Stats button

You can also head to your list of forms by clicking the “Contributions Forms” tab from the Dashboard menu.

Find the form you’d like to evaluate and click on the “Contributions” or “Amount” links next to the form name.

You’ll find a table of statistics on how your form performed, organized by refcodes. Here are the statistics you can see:

  1. Count: Number of contributions made
  2. Visits: Number of people who landed on your form
  3. Conversion Rate: Percent of people who landed on your form who donated
  4. Mobile: Percent of contributions made via a mobile device
  5. Total (avg.): Total dollars raised, followed by the average contribution size in parentheses
  6. Recur #: Number of recurring contributions made, followed by the percent of contributions made that are recurring contributions in parentheses
  7. Recur: Total dollars raised from recurring contributions

You can see the above statistics for each refcode of your form, with the last “Total” row at the bottom showing the above statistics for all refcodes combined.

Some helpful tools:

  • Download your form’s statistics as CSV files and see a detailed list of all contributions made on this form by clicking the “Additional tools” at the bottom
  • Download data for a specific refcode by clicking the “Download CSV” link underneath the refcode you want.

Next: Downloading your data for compliance

Additional Reading

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Creating & Customizing Contribution Forms

In this article: 1.Your default contribution form 2.Getting around the form editor 3.Customizing your contribution form 4.Creating a new contribution form 5.Additional resources Your Default Contribution Form Contribution forms…

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Downloading Your Data for Compliance

In this article: 1. Your Reporting center 2. Downloads 3. Contribution form data 4. NGP data In order for your campaign to be compliant with federal, state, and local…

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Getting to Know Your ActBlue Account

In this article: 1. Setting up an account 2. Logging into your account 3. Navigating your account4. Finding your fundraising tools in the Dashboard5. Before you begin fundraising Setting…

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Contributions or gifts to ActBlue are not deductible as charitable contributions for Federal income tax purposes.