Online Donation Setup Process
Active.com Online Donation Setup Process
Below are the necessary steps to getting your online registration set up.
Step 1: Fill out the required Active Giving Setup Form and return to your Sales Representative.
Step 2: Attach any additional information necessary to setup your campaign (brochure, flyer, logo, etc).
Step 3: Your Implementation Analystwill email you the link to your online campaign for your review.
Step 4: Preview the donation site. Please double check all details and information to ensure that it is accurate.
Step 5: Submit any desired changes to your Implementation Analystvia email.
Step 6: Once all details of your campaign have been approved, forward the link and the “Donate Now” Web Button to your webmaster to post on your website.
Step 7: Set up a time with your Implementation Analystto run through the DonationCenter to learn about the new tools and features to help you manage your campaign.
Thank you for your cooperation and organization. The more efficient we are, the faster we can get your campaign created and have people start donating for your cause.
Initial: / Date:Please initial and date this page
In order for us to begin creating your Active Giving Campaign, the following information must be completed and returned to your Sales Representative. This will ensure that your campaign is created accurately and within an efficient amount of time.
(NOTE: To select Yes or No, double click the box to mark checked or not checked)
* = Mandatory Fields that must be completed before the setup process can begin.
Organization Information*Organization/Beneficiary Name:
Federal Tax Number:
Website:
Accounting Information*
Make checks payable to:
Billing Address:
Contact Information*
Name:
Phone:
Fax:
Email:
Fundraising Campaign Details*
Campaign Title:
Campaign web address: Spaces, dashes, periods, etca limit of 20 characters)
Tagline (i.e. Racing to save lives…):
Welcome Message (Here's your chance to introduce your cause, give details on why you're raising money and how it will benefit your cause):
Initial: / Date:
Please initial and date this page
Would you like to upload an image?(optional)
Yes, I have attached the logo to this email. No Thank You
Please email this as an attachment!
(Personalize your welcome page with a logo, photo, or any online image. Images must be in *.JPG or *.GIF format & cannot exceed 800 pixels in width or 45KB in size.)
Suggested Donation Amounts(optional)
**Suggested Donation Amounts allows you as the organizer to enter in specific amounts you would like donors to choose from when donating to the organization or you can leave this area blank to simply have donors donate the amounts of their choice**
-- EXAMPLE --
Label: / Silver / Amount: / $25.00
Label: / Gold / Amount: / $50.00
Label: / Amount:
Label: / Amount:
Label: / Amount:
Label: / Amount:
Label: / Amount:
Fundraising Goal(optional)
Do you have a fundraising goal? Yes No
(If you do not set a goal and goal date then the goal tracking bar will not appear on your page!)
Goal Amount:
Goal Date:
Estimated Fundraising Total (if different than Goal Amount):
Initial: / Date:
Please initial and date this page
Active Fundraising*
(Active Giving allows people to create fundraising pages through your web page to raise money on your behalf. You can enable or disable this feature. You can also add a customized message, “Fundraising Text”, that will appear at the bottom of all such fundraising pages. This is text that fundraisers will not be able to edit or delete, but they may still customize their own welcome message.)
Allow Fundraisers: Yes No
Email me when fundraisers join: Yes No
Fundraising Text(see description above): Yes No
*If yes, please type the text here:
Display Options*
Show Total Donations Collected: Yes No
Show Fundraiser Links: Yes No
Enhanced Display Formats*
(Enhanced displays will only appear on the main campaign page)
Show Top Contributors(please select one display option):
(Fundraisers will be able to choose to display their own scrolling list of contributors as well)
Top 5 Contributors Top 75 Contributors (scrolling) Neither
Show Top Fundraisers(please select one display option):
Top 5 Fundraisers Top 75 Fundraisers (scrolling) Neither
Allow Fundraising Teams:
No, Do Not Allow Teams
Yes, Display Top 50 Teams (scrolling)
Yes, Do Not Display Top 50 Teams
Initial: / Date:
Please initial and date this page
Comments(optional)
(Contributors may leave comments when they donate)
Show Comments on Donation Page? Yes No
Show Comments on Fundraising Pages? Yes No
Offline Donations*
(Offline donations are monies received outside of your Active Giving online donation page, i.e. cash, checks)
Include Offline Donations in Top Lists: Yes No
Allow Fundraisers to enter in their own offline donations? Yes No
Credit Card Descriptor*
(Name that will show on your contributor’s credit card statement. Cannot exceed 10 characters or include spaces, dashes, periods, etc.)
Additional Questions(optional)
Do you need to collect any additional information from your contributors? Yes No
(i.e. Subscribe to your newsletter, Are you a Cancer Survivor, Company Matching Gifts … etc)
*If yes, please list these questions here (note that these questions can be single checkbox or fill in the blank only):
Initial: / Date:
Please initial and date this page
Confirmation Emails(optional)
Is there a custom message you would like to display in the thank you e-mail to each donor? Yes No
If yes, please type out your message below (this will appear on the online confirmation page after a contributor donates to your campaign page):
Is there an email address you would like automatic emails sent to confirming each donation? Yes No
If yes, please provide the email address:
User Account*(required)
Please list the usernames (email addresses)of each administrator who should have access to this listing. Please also include the name on each account.
If you do not already have an Active.com user account please go to and create a new user account. Once created please list your new username(s) below.
Administrators Full Name: Email Address(username): Password:
Administrators Full Name: Email Address(username): Password:
Administrators Full Name: Email Address(username): Password:
Administrators Full Name: Email Address(username): Password:
Additional Comments about your event or organization?(optional)
You’re almost done with the setup process and are we’re almost ready to start your Online DonationCampaign! Please return this packet along with any additional information (preferably in Word or PDF format) to your Sales Representative.
Initials of Coordinator: / Date:For additional informationon our products and services or if you have questions about how to fill out this document please contact your sales representative