With Select an Option and Set a Value Actions, you can make it so when certain conditions are met on your page, a specific option will be automatically selected, or a value will be automatically added.
For example, if someone selects a specific Fund on your page, you can make it so our system automatically selects Yes to a multiple-choice option, or adds specific text to a text field on the page.
Pro Tip: Select an Option or Set a Value actions will only take place when the condition event is met. If the condition event is not met, the Select an Option or Set a Value actions will not take place. For example, if you create an action to set the value of a text field when someone donates over $300, the text field will look the same until someone gives over $300. Once someone gives over $300, the value will then be added to the text field.
Example Use Cases
Select a Multiple choice option when picks a specific Fund
Set the Value on a text field when someone donates over $300
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Getting Started
From the Pages screen, click the pencil icon under the page you want to edit
Go to the Actions tab
Click Create Your First Action, or click the + icon on your action if you already have actions on your page
Add Your Trigger
First, add the trigger field(s) (if applicable) where you want to select an option or set a value. Below includes some example triggers that your organization may want to utilize.
Donation-Based Trigger
Donation-Based Trigger
On the left-hand side, click the Amount field under the label of your Donations field
Select your desired option, and add the value to the field below if needed
The Is Completed option will select an option or set a value when the Amount field is completed
The Is Not Completed option will select an option or set a value when the Amount field is not completed
The Value is Exactly option will select an option or set a value when someone gives a specific Donation amount you set
The Value is Not Exactly option will select an option or set a value when someone gives any Donation amount except the value you set
The Greater Than option will select an option or set a value when someone gives above a Donation amount you set
The Less Than option will select an option or set a value when someone gives less than a Donation amount you set
Click the + button if you would like to add multiple triggers
If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to select an option or set a value
If this checkbox is not selected, the set option/set a value action will occur if any one of the conditions is met
Fund-Based Trigger
Fund-Based Trigger
Note: To see the Fund option in the Actions field, you must use our Fund Tracking feature. Click here to learn how to enable fund tracking on your page.
On the left-hand side, click the Fund field found under your Donations field
Select your desired option, and add the value to the field below if needed
The Is Completed option will select an option or set a value when the Fund field is completed
The Is Not Completed option will select an option or set a value when the Fund field is not completed
The Value is Exactly option will select an option or set a value when a specific fund is selected. Add the name of the fund in the field that appears below
The Value is Not Exactly option will select an option or set a value when someone selects any Fund other than the Fund you set
The Value Contains option will select an option or set a value when someone selects a Fund that contains the value you set
The Value Ends With option will select an option or set a value when someone selects a Fund that ends with the value you set
Click the + button if you would like to add multiple triggers
If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to select an option or set a value
If this checkbox is not selected, the set option/set a value action will occur if any one of the conditions is met
Recurring Donation-Based Trigger
Recurring Donation-Based Trigger
Note: To see the Recurring Donation option, your Donations field must have Recurring Donations enabled. Click here to learn how to enable recurring donations on your page.
On the left-hand side, click the Recurring Interval field found under your Donations field
Select your desired option
The Is Completed option will select an option or set a value when someone sets up a recurring donation
The Is Not Completed option will select an option or set a value when someone does not set up a recurring donation
Click the + button if you would like to add multiple triggers
If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to select an option or set a value
If this checkbox is not selected, the set option/set a value action will occur if any one of the conditions is met
Date-Based Trigger
Date-Based Trigger
On the left-hand side, click the Date field
Select your desired option, and add the date to the field below by entering the date or clicking a date on the calendar
The Is option will select an option or set a value on a specific date
The Is Between option will select an option or set a value between specific dates
The Is Before option will select an option or set a value before a specific date
The Is After option will select an option or set a value after a specific date
Click the + button if you would like to add multiple triggers
If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to select an option or set a value
If this checkbox is not selected, the set option/set a value action will occur if any one of the conditions is met
Custom Field-Based Trigger
Custom Field-Based Trigger
If you would like to create an action that triggers based on a custom field that you add to your GivingFuel page, this field must first be created on your GivingFuel Page Builder. Once that is done, you can target this field using Actions!
On the left-hand side, scroll down and select the custom field option you would like to target
Select your desired option in the field below
Click the + button if you would like to add multiple triggers
If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to select an option or set a value
If this checkbox is not selected, the set option/set a value action will occur if any one of the conditions is met
Payment Method-Based Trigger
Payment Method-Based Trigger
On the left-hand side, scroll down and select the payment method you want to target
Select your desired option
The Is Selected option will select an option or set a value when a specific payment method is selected
The Is Not Selected option will select an option or set a value when a specific payment method is not selected
Click the + button if you would like to add multiple triggers
If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to select an option or set a value
If this checkbox is not selected, the set option/set a value action will occur if any one of the conditions is met
Pro Tip: If you have an action that targets a specific payment method, this payment method will appear on your live page, even if the payment method is not enabled on the page builder itself.
If you do not want a specific payment method to appear on your live page, do not create an action targeting this payment method.
Add Your Select an Option Action
On the right-hand side, find and select Select Option
Choose the Field(s) that you would like to target when the condition is met
Click Lock Selection if you would like to prevent donors from changing their option
Click the + button if you would like to add another action that occurs when the condition is met
Click Save Action
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
Note: Select an Option actions works with Multiple Choice actions. This action does not work with checkboxes and merchandise fields. If you do not have a Multiple Choice field on your GivingFuel page, the Select an Option action will not appear.
Pro Tip: On GivingFuel, the priority of actions run from bottom to top. So if you have multiple actions, the actions listed towards the bottom will override actions above them. You can reorder any of your actions as needed. We always recommend testing your page before publishing to confirm all of your actions work as expected.
Add Your Set Value Action
On the right-hand side, find and select Set Value
Enter the value you would like to enter in the text field
Choose the Field(s) that you would like to target when the condition is met
Click the + button if you would like to add another action that occurs when the condition is met
Click Save Action
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
Note: Set a Value actions can be used to populate text into different fields, and is not used to add financial values to any financial fields.
Pro Tip: On GivingFuel, the priority of actions run from bottom to top. So if you have multiple actions, the actions listed towards the bottom will override actions above them. You can reorder any of your actions as needed. We always recommend testing your page before publishing to confirm all of your actions work as expected.
Manage Your Actions
Find the Action you would like to manage, and click any of the following icons:
The pencil icon allows you to edit the action
The pages icon allows you to copy the action
The + icon allows you to create a new action
The trash can icon allows you to delete the action
