In this Support article, we’ll walk through the Checkout Flow tool and the options nonprofit administrators can use to customize their donation flow on Mightycause.
What Does the Checkout Flow Do?
The Checkout Flow tool allows your nonprofit to craft the checkout process for donors. Nonprofits on Mightycause can now customize:
- How many steps are included in the donation process
- What information to collect during donations
- The content of the Thank You page that donors are directed to after completing a donation
- A custom Thank You message to be embedded on tax receipt sent to donors by the Mightycause Charitable Foundation
- Whether to include any additional questions or custom questions for donors to answer
Accessing Your Checkout Flow
The Checkout tool is housed on the organization dashboard.
Checkout is divided between three different sections.
The first section in Checkout is Donation Form. This is where your nonprofit can set up the basic structure of your donation process.
Default Donation Settings
The first tool available on the donation form is your default donation settings. Mightycause will automatically display "One-time donation" and "Monthly Donation" as options to donors on your donation form, "one-time donation" being the default option.
However if your organization would like to change the default option or remove the recurring option, you can do so through the tool icon on the right hand side:
For any changes or updates you make, make sure to select Save!
This tool allows you to customize the suggested amounts displayed when a user clicks on the Donate button, and also allows you to add descriptions of those amounts for your donors to see. Setting custom donation suggestions makes it easier for donors to choose how much to donate by pre-loading options for them, and helps push donors to these levels. (For instance, donors giving at a lower level may bump their donation up to $25 from $10, simply because the option was presented to them.)
Mightycause will automatically provide four donation levels, however organizations can add additional levels to their donation form. Please note, the donation widget will only show up to four donation levels. You also have a 60 character limit for the amount descriptions.
To edit a donation level, select the pencil icon associated to the tile:
To add a donation level, select the + tile:
Users will always still have the option of entering custom amounts if they do not wish to use a suggested donation amount. (The minimum donation on Mightycause is $5; there is no upper limit.)
Nonprofits have the option of allowing donors to dedicate their donation to another person. Donors will choose whether to leave a dedication at the beginning of the checkout process. This is not a required area so donors can simply skip this area if they do not wish to leave a dedication. Dedications are made in honor or in memory of another person. You can enable dedications in the donation process by checking the box that says, “Show the option to make a dedication with their donation.”
When a nonprofit has turned on dedications, the donor will be able to choose whether they’d like to dedicate their donation in the beginning of the checkout process.
The dropdown menu for “Dedicated To” looks like this:
When a donor leaves a dedication, a column will be added to your Donation Report indicating their choice to ensure you can properly account for their wishes.
Nonprofits can also allow donors to designate their donation to a particular purpose, program or fund. Your nonprofit enters in the possible designations, so donors can only choose from the designations you have entered.
Donors will choose whether to leave a designation at the beginning of the checkout process. This is not a required area so donors can simply skip this area if they do not wish to leave a designation.
You can add the choices for donors who wish to designate their donation in this field. When your donor opts to designate their donation, they will be able to choose their designation from a dropdown menu:
To enable designations, select "Add designation section."
Select the pencil icon to add designations.
To add a designation, select "Add another designation." You’re limited to 25 characters per designation. If you would like to make an option the default option shown to donors, check off "Make default designation." Click Save!
When a donor leaves a designation, a column will be added to your Donation Report indicating their choice to ensure you can properly account for their wishes.
Nonprofits on Mightycause have the ability to collect additional information from donors beyond their name, email address, and mailing address. You can opt into collecting additional information such as phone number, company, etc. to help your nonprofit collect demographic information about your donors as well as contact information that will help you follow up more effectively.
Organizations subscribed on the Essentials Plan have the ability to add one custom question. Organizations subscribed to the Advanced Plan have the ability to add up to ten custom questions.
To add a custom question, select "Add a section."
Once you enter your question, you will be able to choose the answer type. There are many options available for you to choose from:
Once you have entered your answer type, at the bottom "Dashboard reference label" refers to the header text that appears on your downloadable donations report. Instead of fitting your entire question into the report, you can label the question so that it's easier to read on the report.
The last step is choosing whether the question is required for the donor or not:
Once you have entered all of your information, select "Save & Publish." Your question will become an added section.
When a donation is completed, donors will be sent to a Thank-you Page that contains a customize message from your nonprofit. You can build your custom message in a simple text editor that allows you to add links, videos, images and more.
(Please note that all video must be uploaded to YouTube or Vimeo.)
You can also make use of a CTA button that allows you to link to any page you choose, whether it’s your Mightycause page, your website’s homepage, your blog, your Facebook page, etc.
You can click the Preview button to view your customized Thank-you Page.
One of the benefits of using the Mightycause platform is that we handle distributing tax receipts to your donors, allowing you to focus on what’s most important. Once within Donation Receipt, you can insert a customized message into the receipt through the Customize Message area. Simply add your message and save!
You can preview the receipt your donors receive through the right hand side preview area, or you can send yourself a text receipt by clicking the "Send test receipt" button. (If you have a thank you video, we recommend adding it to your Thank-you page, where it is more likely to be seen by your donors!)
If you need assistance navigating Donor Experience or have questions about using any of the tools it contains, contact our support team at firstname.lastname@example.org!