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Customizing Forms for Maximum Impact

Learn how to customize and add your brand to your forms, as well as how to add premiums and improve your donation process. This session will guide you through the migration schedule and provide training on form basics, test payments, and generating reports.

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Customizing Forms for Maximum Impact

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  1. NPR DS Marketing Forms powered by Springboard: Customizing Forms April, 2015

  2. Agenda • Welcome • Migration Schedule • Introduction to new forms • Customization/Adding Your Brand • Adding Premiums • Next Steps • Questions

  3. Migration Schedule • Week 1 (4/27 – 5/1): Upload you logo, begin customizing your forms, begin adding your premiums. Group training on form basics. • Week 2 (5/4 – 5/8): Confirm any custom fields needed, finish adding premiums needed for your primary form. 1:1 Conference call to go over your questions. • Week 3 (5/11 – 5/15): Run a few test pledges. Download a donation report and test uploading to your member database. Confirm your launch date. Group training on test payments and reports.

  4. Changes from Quick Pledge • No More Batch Files (Download Reports to update your database – Training #2, week 3) • Matching Gifts: Handled on Thank-You screen • Sage Processing: Cards charged automatically. • Manage Payments within Marketing Forms Admin (view payment status, issue refunds – Training #2, week 3) • Adding/Removing Fields: Work with NPR DS for now • Streamlined/mobile-friendly responsive design

  5. Week 1 Tasks • Add you logo/tagline/contact info • Begin adding your premiums • Confirm time for your 1:1 call next week • Clone template to use as your primary form: • Add custom text/description if needed • Review form with membership team, identify any additional fields are needed & send to Sara

  6. Next Steps • Gather your assets: • Station Logo for white background • Premium images & descriptions • Upload Your Logo • Clone 1 or more forms. Identify which form will be primary • Identify if additional fields are needed Questions? sterpeny@npr.org or (617) 622-5413

  7. Accessing Your Forms • Your forms will live at http://donate.nprstations.org/YOURSTATION • To login, add /user to the end: http://donate.nprstations.org/YOURSTATION/user

  8. Your New Forms

  9. Adding Your Logo • Logos should display well on a white background • Square orientation works best • Mobile view shrinks logo to 74 x 34 px • .jpg, .gif or .png • No spaces in the filename Go to APPEARANCE >> NPR DIGITAL SERVICES to upload new logo • Station name, email & phone entered here will be visible to donors

  10. Viewing & Cloning Form Templates Your site is pre-loaded with several form templates: • Choose a template that most closely fits your needs, and click “clone” then hit “clone” again to confirm • Give your cloned form a new name • Scroll down and hit “save” to add new form to you list In Edit view of any form you may: • Manage ask amounts • Add/Edit form title & description • Add/Remove payment methods • Manage premiums displayed on that form

  11. Adding Premiums • Go to STORE>>PRODUCTS to manage premiums • To add new premium, click on ADD PRODUCT>>ADD FUNDRAISING PREMIUM • SKU: Unique ID for each premium • Title: Name of premium. Will display on form. • Price: Minimum donation amount needed • Description (Optional): Appears on form after donor selects premium • Attributes(Optional): Options related to premium – size, color, etc. • Image: .png, .gif or .jpg. Square images work best. 700 x 700 max size. • Max Quantity: If donor can order more than one, how high the quantity menu should go.

  12. Next Steps • Gather your assets: • Station Logo for white background • Premium images & descriptions • Upload Your Logo • Clone 1 or more forms. Identify which form will be primary • Identify if additional fields are needed Questions? sterpeny@npr.org or (617) 622-5413

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