Fundraising Team Form Request Logo
  • Please complete this form to the best of your ability to request any bespoke forms for your needs. If you require assistance to complete the form please contact a member of the Data Team to help you.

    There's a 10 working days turnaround time for each request, and you should allow for time to test the forms before going live.

    Please be aware that any changes to submitted requests will lead to additional turnaround times, pushing back the Go Live Date.

    To minimise delay, please proof read all content and review your submission before submitting your request.

    If we require further information, we will reach out to confirm what is needed, as well as when the form is ready for testing.

  • General Information

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  • Form Content

  • If there is an existing form that you would like to duplicate or base your new form  on, copy and paste the URL below.

    Click here for some examples of existing forms.

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  • Please fill out all the questions for your form above, or upload a document detailing questions required in the Supplemental Document below.

    To add the questions above:

    • Use the + sign to add new question.
    • Describe the question type in parenthesises: e.g. (text input, dropdown, checkbox, multiple select)
    • For any multiple choice questions please put options in square brackets: e.g. [cat, dog, horse]
    • Add additional instructions in parenthesises at the end: e.g. (optional question depending on question 3)

    Example:

    What's your favourite animal? (radio buttons) [cat, dog, hamster] (optional question depending on question 3)

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  • Please use the Supplement Document file upload to submit a word document, text file or PDF to detail your requirements. E.g.

    • Question orders compared to the Contact details fields
    • Detail explanations of the questions
    • Conditional questions and answers
    • etc.
  • Marketing Information

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  • Social Cards

  • Social Cards are the preview cards that links may generate on various social media platforms, from Facebook, Twitter to MS Teams, Discord etc. If you are unsure please contact a member of the Data or Digital team.

    They give our potential visitors a glimpse into where a link is sending them to when encountering them on social media platforms, and it's really valuable to make it attractive and informative with brief information and appealing thumbnail images.

    Here are two examples of what our Christmas donation form looks like:

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  • Multiple UTM codes can be used for the same form, please discuss with Data Team requirements to coordinate this.

  • Post-Submission Experience

  • Standard Confirmation/Thank you Content

  • Standard Donation Confirmation
  • Standard Donation Confirmation
  • Standard Donation Confirmation
  • Standard Donation Confirmation
  • If Attending

  • Standard Donation Confirmation
  • Standard Donation Confirmation
  • If Not Attending

  • Standard Donation Confirmation
  • Standard Donation Confirmation
  • Standard Donation Confirmation
  • Standard Donation Confirmation
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  • Standard Email Content

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  • If Attending

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  • If Not Attending

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  • Salesforce Information

    Please specific any coding information around how this form translates to data on Salesforce. The coding below will be assigned to all submissions by visitors automatically for this form. If there are conditions / choices, please specific them in the previous page under Form Questions and expected answers.
  • All other information

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