Guide to Community Forms
Community forms are a great way for anyone to begin organizing their own networks and fundraise for candidates and causes they support! It’s easy to create your own fundraising page and begin raising money for your favorite groups using ActBlue’s tools.
Creating a community form
You can create a community form on a computer or tablet! However, it’s not possible to make a community form on a mobile phone. First log in to your account here or create an account here. Then click on the “Account” dropdown menu from the top of your screen and click on “Fundraising.”
You’ll be brought to your My Fundraising page, where you can find tools to begin fundraising and see all of the forms you create to fundraise for your favorite groups! 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 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.
Click your keyboard's "Enter" or “Return” button to see the list of results (if you click a name in the dropdown instead, you will go to a contribution page where you can donate to that group). You can also find groups by selecting one of the links under "Groups and Funds," "Candidates For," or "State" in the gray box pictured above.
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 word in the “Web address” box. This word will be part of the unique web address (URL) for your form.
When you click “Create and continue,” you will be taken to your contribution form and see the form editor open on the left.
Adding details to your form
Now you can use the form editor to customize your form! We’ll walk you through tabs of the form editor we think are most important for supporters like you to edit so you can best connect with other grassroots donors.
1. Title, ask, and URL
The first thing you should do is add a donation ask. In the “Title, ask, and URL” tab of the form editor, write a short blurb explaining why someone should donate in the “Donation ask” box. Being specific about why you're invested in the cause will motivate your friends and family to give.
You can add basic formatting like bullet points and bolding to your ask. If you want to add HTML, click the "</>" button before typing your code.
2. Preset donation amounts
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.
Donors will always have the option to type in their own amount, but it’s a good idea to make sure the amounts that appear on the form make sense for the people you’ll be asking to give.
3. Social share
Another great (and impactful!) feature you should customize is your form’s social share, which is the image and content that appears on someone’s Facebook and Twitter account when they post the link to your community form on social media. Here’s an example:
Social share is a simple way to catch the eye of more potential supporters! To do this, open the "Social share" tab in the form editor and then fill in the fields. You can even create reusable and default social share settings here to save you time and effort in the future! Check out how to do that here.
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.
Lastly, you can also add multiple groups to your community form in the “Recipients” tab, 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.
You can also change your form’s settings to ask donors after they’ve given whether they want to share their contact information with the recipient group(s) on the form. By default, when a donor gives on a community form, their contact information is shared with every recipient group on the form. If you want to change this default setting for your community form, change the “Show email list permissions pop-up?” setting at the bottom of the “Recipients” tab to “Yes”.
This will show a pop-up box to donors that asks them to opt-in to share their information after they have donated. The pop-up looks something like this:
To preview your pop-up, just click the “Preview permissions pop-up” button in the form editor.
Please note that community form creators will always receive the contact information for all donors that give on their form (both those that opt-in and those that opt-out of sharing their information with the recipient group[s]). However, form creators cannot see which donors opted in or out of sharing their contact information with the recipient group(s).
Once you're done making changes to your form, make sure you click the green "Publish" button to save them!
Fundraising with your community form
After publishing all of your changes, close the form editor by clicking on the X in the upper right-hand corner. You'll still be on the live preview of your form, but now you'll see the form navigation bar at the top. Click "More" and then "Promote" 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, a social media post, 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 friends that will be sharing your form to track their progress.
Finding your community form
You can see your list of forms on your My Fundraising page! To view this page, click on the “Account” dropdown menu from the top of your screen, and select “Fundraising.”
Once you see your list of forms, click on your form’s name to view it and then access edit options.
Data from your community form
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 viewing your form, click the "Stats" button on the form navigation bar.
You’ll find a table of statistics on how your form performed. Here are the statistics you can see:
- Count: Number of contributions made
- Visits: Number of people who landed on your form
- Conversion Rate: Percent of people who landed on your form who donated (count divided by visits)
- Mobile: Percent of contributions made on mobile devices
- Total (avg.): Total dollars raised, followed by the average contribution size in parentheses
- Recur #: Number of active recurring contributions, followed by the percent of contributions made that are active recurring contributions in parentheses
- Recur: Total dollars raised from recurring contributions
Below the table, you should see an “Additional tools” dropdown. Open the dropdown menu and you’ll be able to download a CSV with the donor data (including names and email addresses) for all of your contributions.
The admins for the group you are fundraising for on a community form will not be able to edit the form or view its Statistics page, but they will have access to the form’s donor data.