Search & Support is a perfect solution for organizing funding for a large number of people or initiatives. It’s ideal for child sponsorship programs, missionary support, staff support, or projects with lots of moving parts. This feature will allow you to organize multiple donation destinations in one clean and organized dropdown list.
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Getting Started
From the Pages screen, click the pencil icon on the page you want to edit
Click the + icon on your page
Select the Search and Support field
Add Your Search and Support Options
Click Download CSV Template
Find the template on your computer, and open the file
Add the Search and Support Information to the template
Save your file
Search and Support Template Descriptions
Search and Support Template Descriptions
Column A
id = A numeric identifier for each giving designation
This number can be any length or omitted entirely.
Column B
name = Donation recipient's name
For example, Jane Smith (person) or New Building (project)
Column C
description = Brief phrase providing more detail on the person or project listed in
Column D
imageURL = Link to donation recipient's image
Column E
website = Website link
Column F
email = Donation recipient's email
Warning: Do not delete any columns or change any heading titles. Doing so will cause issues for the Search and Support field. If a column does not apply to your organization, simply leave the fields below the heading blank.
On the Search and Support field on your giving page, click Choose Field
Select your file
Click Open
Customize Your Search and Support Field
General Settings
Adjust the Label field as desired
Toggle the Required field to Yes if you would like to require this field, or No if you do not want to require this option
Recurring Donation Settings
Toggle the Enable Recurring option to Yes if you would like to enable recurring donations
Select the Recurring Interval you would like to offer to your donors
If you would like to offer your donors to choose from multiple options, select the User can Choose option, and select the recurring intervals you would like to allow on the page
If the User can Choose option is selected, select a Default Recurring Interval from the dropdown
Select an option from the Recurring Payments dropdown
When Unlimited Payments is selected, recurring donations will continue to run until the donor requests to stop their recurring donation
When Fixed Number of Payments is selected, a recurring donation will process a fixed number of donations that you set, and then will stop running
When User can Choose is selected, donors can choose between setting up a recurring donation with unlimited payments, or a recurring donation with a fixed number of payments that you offer to your donors
Show Start Date and BCC Recipients
Toggle Show Start Date to Yes if you would like your donors to have the option to start their recurring donation at a future date
Toggle BCC Recipients to Yes if you would like the donation recipient's email address (formatted in Column B of the template) to be copied on the confirmation email
Ask Donors to Cover the Processing Fee
To ask your donors to cover the processing fee, toggle the Ask Donors to Cover the Processing Fee button to Off.
Edit the fee, fee label, and tooltip text as desired
Select the Require Fee to On if you would like to require this fee, or select Enabled Fee by Default if you would like to mark this fee as optional but automatically add it to the donor's order unless they opt out
Click Done
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page
Downloading Your Search and Support Information
Go to the Reports tab in the top menu bar, and select the Exporter feature
Select the report you would like (we recommend using the Donations report)
Select the page(s) from which you would like to pull data
Select the Donation Fund Name and Donation Fund ID fields, as well as any other fields you would like to include in your report
Donation Fund Name will pull in the name added in Column B
Donation Fund ID will pull in the the ID added in Column A
Move them to your report by clicking the top arrow icon
When you are done customizing your report, click Download
Donor Experience
Donors who visit your published site will select the individual or project for which they would like their donation to be counted
Donors can select New Search in the top right corner to begin a new search
From there, donors can enter their information, and complete their donation
FAQs
Can I Create a Special URL that Automatically Enters a Specific Staff or Project on the Page?
Can I Create a Special URL that Automatically Enters a Specific Staff or Project on the Page?
Yes, you can create a special URL that can automatically select a specific person or option from the Search and Support field. This can be done through Pre-Fill URLs! Here is how to add this option to your page.
From the Pages screen, click the pencil icon under the page that you want to edit
On your giving page, click the + icon
Select the Text Field option
Label the field Source
Turn Required to Off
Click Advanced Options, and toggle the Invisible field to Yes (with this option, the field will be hidden on the live page, so your donors don't see it)
Click Done
Click the pencil button on the same text field
Click Advanced Options, and note the Reference Key on the field (this reference key will be needed later
Click Done
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page
Click View Published Page to go to your live page
Locate your GivingFuel page URL
Add ?staffId= to the end of the URL
Add the Reference Key to the end of the URL (in our case, the Reference Key is source)
Enter the Staff ID you want to populate from the CSV file after the equal sign, and save this URL
Note: The ?staffId= code is case sensitive. The "I" must be entered in upper case, and the "d" must be entered in lower case.
Anytime your donors use the unique link that you just created and saved, the system will automatically populate the Search and Support field with the specific staff or project!