1. Start with a Score of 0:
This is your starting point, and you will add points as you go through the criteria.
Is your Donation Form fit? Take the assessment.
Your donation form plays a crucial role in fundraising success, and a well-designed, optimized form can make all the difference in the amount of money you raise.
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Is Your Form Fit for Fundraising?
Are you tired of hitting a dead end with your online fundraising efforts? Does it seem like your current donation form and page just aren't up to par?
So, it’s time to put your donation form’s fitness to the test! During this activity, you'll have the chance to review your form and see where improvements can be made. Our goal is to empower you to get the most out of your form and increase your fundraising results.
Whether you're a beginner or an experienced fundraiser, this activity will provide valuable insights and tips to help you get your donation form fit for fundraising and bringing in more donations!
Assessment instructions
2. Evaluate Your Donation Form
Go through each of the 10 criteria listed in the activity and rate your organization based on the following scale:
- Awesome (add 2 points to your score)
- Okay (add 1 point to your score)
- Needs Improvement (add 0 points to your score)
3. Calculate Your Total Score
After you've gone through all 10 criteria, calculate your total score. This will give you an idea of how well you're doing in terms of having a donation form that's fit for purpose.
4. Interpret Your Results:
Based on your total score, determine which score range you fall into. This will give you an idea of how much work you need to do to improve your donation form, and what areas you need to focus on.
5. Make a Plan for Improvement
Use the information you've gathered from your score and the score range you fall into to make a plan for improvement. Determine what changes you need to make to your donation form and set achievable goals.
Criteria
Rating
- 1. An easy-to-find/prominently displayed and “sticky” donate button.
- 2. A strong CTA, along with clear and engaging messaging.
- 3. A streamlined, simple, and user-friendly donation form that can easily be embedded into your site.
- 4. Multiple payment options, including digital wallet options (such as Apple Pay, Google Pay, and Venmo).
- 5. The option for sustainable giving with recurring donations.
- 6. An accessible and convenient form for mobile users.
- 7. Clearly demonstrated impact of donations through donation tiers.
- 8. The option for donors to cover the processing fees.
- 9. A donor wall for built-in social proof.
- 10. Automated donation receipts and personalized thank-yous.
Total Score: 0
Just getting started
Congratulations on taking the first step toward creating a user-friendly donation page and form! You have a lot of room for improvement, but don’t worry, we’re here to help.
On the right track
You’re making progress and have several key elements in place, but there’s still room for improvement. Keep going, you’re so close!
A donation form superstar!
Wow, you’ve got a fantastic donation form that is user-friendly, visually appealing, and optimized for success. Donors will love contributing to your cause through your donation page and form. Great job!
Here's what each score range means:
0-6: Just getting started
Congratulations on taking the first step toward creating a user-friendly donation page and form! You have a lot of room for improvement, but don’t worry, we’re here to help.
7-14: On the right track
You’re making progress and have several key elements in place, but there’s still room for improvement. Keep going, you’re so close!
15-20: A donation form superstar!
Wow, you’ve got a fantastic donation form that is user-friendly, visually appealing, and optimized for success. Donors will love contributing to your cause through your donation page and form. Great job!
Making a Plan for Improvement
Identify the areas for improvement
Look back at the interactive grading rubric and take note of the areas where you scored the lowest. These are the key areas you need to focus on to improve your donation form.
Prioritize the areas for improvement
Not all areas may need to be improved at once, so prioritize them based on their importance and impact on your fundraising goals.
Create an action plan for each area
Identify specific tasks and steps you can take to improve each area. For example, if your donation form lacks a clear call to action, your action plan may include rewriting your messaging and testing different CTAs.
Assign tasks and responsibilities.
Make sure each task has a designated person responsible for completing it. This will ensure accountability and make it easier to track progress.
Set a timeline and deadline for completion
Define a timeline for each task and a deadline for completing the overall action plan. This will help you stay on track and ensure that you make progress toward your goals.
Measure and track progress
Use analytics and data to track the impact of your improvements on your fundraising. This will help you see what's working and what's not and make adjustments as needed.
Continuously review and refine your action plan
Don't be afraid to make adjustments and changes as you go along. Regularly reviewing your action plan and making refinements will help you stay on track and ensure that you're making progress toward your fundraising goals.
Get expert advice.
Seek guidance from fundraising experts like the Donorbox team and through Donorbox Premium. Get feedback on your donation form and overall fundraising strategy to ensure you are making the most of your efforts.