Online Express Donation Form SetUp | Increase SetUp Options to Optimize Efficiency

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Sandrine Quenee
Sandrine Quenee ✭
Sixth Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussion
Hello to all,


Online Express donation form setup is a great tool and it would be wonderful to expand its options.

Here are a few items, that would be great to have (attached is a home-made simulation of a donation form with these items, note that the gift-type tabs should appear next to the selected amount and only when a donor has selected an amount).

- Side-by-side designation tabs like we have for the gift amounts.

- Option to group donation levels by circles.

- Option to add an info icon (roll-over) in which we could provide donor impact info.

- Option to have click-over gift-type options that would give one-time-gift or pledge or both options.

- Recurring gift block could appear and be offered only once a one-time gift has been selected.

- Option to add a text under the Donate button.


Other ideas and suggestions would be fantastic!
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Comments

  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    Hi Sandrine -  If you haven't already, you should check out the OLX Idea Bank and make sure that the ideas you have layout here also exist there.  Thanks for sharing the visual representation, it was very helpful!




     
  • Phil Nawrocki
    Phil Nawrocki ✭
    Seventh Anniversary Facilitator 1
    Blackbaud team, what is the last idea from the Idea Board that was implemented.


    There are ideas with over 100 votes that are over 2 years old.


    Any chance of getting them implemented? Is there a Roadmap?
  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    Copying our Community Managers, maybe they can give some insight on this...

    Crystal Bruce‍, Ray Bergman‍, Elizabeth Perron‍ 
  • Ray Bergman
    Ray Bergman ✭
    Sixth Anniversary Facilitator 2 Name Dropper Photogenic
    I'll be sure to forward this up to the developers who are the ones who are in charge of implementing those ideas into the actual products.  Your lovely community management team, sadly, doesn't double up our time in the development department.
  • Chris Martin
    Chris Martin ✭
    Ancient Membership Facilitator 2 Photogenic
    Hi all...Chris Martin with Blackbaud Product Management here. Around 2 years or so ago (beginning with the Q3 2017 roadmap webinars if I recall correctly), we merged the separate Online Express specific roadmap calls into the broader Raiser's Edge roadmap quarterly webinars. In some of the RE quarterly roadmap webinars since then, we've noted that our development efforts in the areas of email marketing, online giving, events and membership are now focused primarily on the new, next gen capabilities which will all be natively available in RE NXT (as opposed to further extending OLX's capabilities in RE database view). The first of these new capabilities, email marketing in RE NXT, is now available to nearly all RE NXT customers. Donation and Event Registration forms for RE NXT are in early adopter testing now. We'll begin working on Membership forms later this year.


    So the short version is that while we continue to work on maximizing OLX performance, security and reliability, most Online Express feature requests are being evaluated for inclusion in the next generation of those capabilities in RE NXT as opposed to in Online Express. But it's a fair point that we could be doing a better job of making that clearer as new OLX feature requests are made and we'll improve our responsiveness to those requests in the OLX community going forward.


    Thanks for the feedback and please feel free to either comment here or message me directly with any questions.

    Chris
  • Elizabeth Perron
    Elizabeth Perron ✭
    Eighth Anniversary Facilitator 4 Name Dropper Photogenic
    Chris Martin‍ would you be able to weigh in on the questions in this thread by Phil Nawrocki‍ and Austen Brown‍ about the Ideas Board?


    Thank you,

    Elizabeth
  • Darlene Wolf
    Darlene Wolf ✭
    Eighth Anniversary Facilitator 1 Name Dropper Photogenic
    In an effort to adhere to Organizational Best Practices, we are trying to adopt an opt-in practice for publishing donors in our periodical. In order to do this for our online donors, I would like to require a Gift Attribute on the OLX form to be marked Yes or No. The display text I want to include is lengthy and spans 3 lines on the preview because the Yes/No field is very long. Is there any way to tweak the form so that, either 1.)  the display text appear above the response field, or 2.) the response field can be made shorter? Or is there a better way to pose this opt-in option on the OLX form?
  • Chris Martin
    Chris Martin ✭
    Ancient Membership Facilitator 2 Photogenic
    Hi Darlene. Yes you could do this with a small bit of CSS (website style rules that instruct elements on web pages how to look) added to the page where your OLX form lives. If you have access to someone who understands some basic CSS principles, you could pass along a request to target the <label> element that's spanning multiple lines and apply these style rules to it:


    float: none;

    text-align: left;

    width: 100%;


    This would result in the label and drop-down box looking like this:

    16ccfe123bcb64445cb883be3bc0aead-huge-im

     
  • Darlene Wolf
    Darlene Wolf ✭
    Eighth Anniversary Facilitator 1 Name Dropper Photogenic
    Thanks, Chris. I passed this on to our website support and it worked like a charm!
  • Chris Martin
    Chris Martin ✭
    Ancient Membership Facilitator 2 Photogenic
    Awesome news Darlene!!!
  • Lisa Peters
    Lisa Peters ✭
    Seventh Anniversary First Reply
    Is there a way to remove the decimal point from the progress bar? It gets messed up on the mobile version and looks bad.
  • Chris Martin
    Chris Martin ✭
    Ancient Membership Facilitator 2 Photogenic
    Hey Lisa. I don't believe there's a super simple way to suppress the trailing decimal amounts in the progress bar. Do you by chance have a page URL with your form you can send me directly so I can have a look and see if I can recommend another option for you?
  • Lisa Peters
    Lisa Peters ✭
    Seventh Anniversary First Reply
    Hi Chris, here is a photo from last year when we got closer to goal. Any workarounds would be appreciated.


    Lisa
  • Chris Martin
    Chris Martin ✭
    Ancient Membership Facilitator 2 Photogenic
    Hi Lisa. While this won't remove the trailing zeroes, it should allow larger numbers like that to render without colliding. This is one line of CSS that targets just those two numbers and reduces their font size. If your website administrator can include this in your website's CSS, that would work..or they could also just add it locally inside a <style> section on just the page(s) you want to apply this to.


    #bboxdonation_goal_lblRaised, #bboxdonation_goal_lblGoal { font-size: 20px; }


    Testing with the size numbers in your image, it looked good in my testing down to pretty narrow screen widths:


    If you tested and needed just a tad more room, you could consider using either a font-family that has slightly narrower characters or further bump down the font-size in the line above (you could reduce it from 20px to 18px for example).


    Thanks!

    Chris

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