Using and Evaluating Supporter Forms
Supporter forms are a great way for folks to organize their friends, family, and personal networks and raise money for your campaign or organization. You can make fundraising on your behalf easy for your champions by setting up the branding and/or content that their supporter forms will use. Here’s how!
If you need to create a branding meant for supporter forms, just follow the instructions in this article to create a reusable branding that is exactly how you’d like supporter forms fundraising for you to look. Under “Save Options” in the branding editor, make sure to toggle the “Make branding reusable” button to “Yes” and give the branding a name before saving so you can use it on other forms. Then follow the instructions below!
If you already have a reusable branding you'd like to use for your supporter forms, open up any form that is using that branding. Click “Edit” on the form navigation bar (navbar) to open up the form editor.
Then head to the “Branding” tab to open the branding editor.
Click “Edit” to open up your branding’s settings.
Then head to “Save options” at the bottom.
First, toggle the “Make public” button to “Yes” to make sure any supporter can use your branding to fundraise for you. Then click the blue “Save” button at the top.
After saving your branding’s updated settings, you’ll be taken back to the “Branding” tab.
Click on “Edit” again and go back to “Save options” in the branding editor. Now you should see “Share Link” at the bottom, with a link that you can send to supporters. This link will take them to a landing page where they can create their own version of this form that uses your branding! ( Please note: Your supporters will need to log in to ActBlue or create a free account before making a supporter form.)
You also have the option to set a “Custom Title” and “Custom Ask” if you’d like supporter forms to come with the form title and ask written for your supporters. If you fill in these optional fields in the Branding tab of the form editor, click the “Save” button before sharing the link to your landing page.
This is what a landing page with a customized branding, title, and ask will look like to your supporters:
If you already filled out the form’s title and ask in the branding editor, all your supporters have to do on the landing page is finish their form’s “Website Address” so it has a unique URL. They should type a short, simple, memorable word or phrase (no spaces) to finish the web address.
After clicking “Get Started,” folks are brought to their supporter form, where they can begin organizing and fundraising for your campaign or organization!
Please note you can also find the share link to your supporter forms in the Brandings tab of your Dashboard toolbar.
Click “Share” next to the branding you would like your supporter form to use. In the pop-up that appears, you can copy the link to your supporter form’s landing page!
Checking in on your supporter forms
You can find supporter forms raising for you by heading to the Contribution Forms tab of your Dashboard toolbar and clicking on the “Supporter Forms” tab.
As an admin, you can see the supporter form name, the date it was created, the email address of the person who made the supporter form, the number of contributions made, and the dollars raised on that form. By knowing the email addresses of your supporter form creators, you can send thank you emails to your most passionate supporters who are organizing their networks on your behalf.
As an admin, you can’t edit supporter forms folks make to fundraise on your behalf. However, you can remove supporter forms with inappropriate content so they’re hidden from the public and will not accept any more contributions. When you view a supporter form, you should see a message at the top with the removal option. Click “Remove this form” to hide the inappropriate supporter form.
A pop-up will appear asking you to confirm that you’d like to remove this supporter form. Click “Yes, remove.”
You also have the option to reactivate a supporter form you’ve removed in the past. Head to the Contribution Forms tab of your Dashboard toolbar and click on the “Supporter Forms” tab. You can find all the supporter forms that you removed or the form creator deleted at the bottom of the list of forms in the “Supporter Forms” tab! You’ll know they are hidden from the public and not accepting contributions if they are gray. Click on the form name to view the hidden supporter form.
When you look at the hidden supporter form, you will see an orange message at the top letting you know this form was removed. Click “Reactivate this form” if you’d like to make the form public and allow it to accept donations once again!
As an admin, you can’t view the Statistics pages for supporter forms, but you always have access to the contribution data for all forms fundraising for your group, including supporter forms. To access this data from supporter forms, head to the Contribution Forms tab of your Dashboard toolbar and click on the “Supporter Forms” tab again.
First find the date the supporter form was created on.
Then go to the Downloads tab in the Dashboard toolbar under “Tools.”
With the "Contributions over a specified time period" report, you can download a custom CSV that will list the data for all of your contributions, including contributions from supporter forms. To view the contribution data from a particular supporter form, simply use the date the supporter form was created on for your report's “Start Date,” and pick the “End Date” you're interested in (if you want to see all of the data since the form's creation, use the current date). Then click the gray "CSV" button to download the spreadsheet!
Once you have the CSV for the time period you want, open it and go to the column labeled "Fundraiser Recipient ID" (which is the supporter form’s name). Sort this column of form names alphabetically so you can easily find the donors who have given to you on a specific supporter form in your defined time period!
If you need assistance at any point, reach out to us at email@example.com.