Enabling fund selection for donors in your Zeffy campaigns

Learn how to set up fund selection on your Zeffy donation forms, allowing donors to choose which fund their contributions support.

This guide walks you through setting up your donation form to include fund selection, whether donors are choosing one fund or allocating their donation across multiple funds. 

For a visual guide, please consult the video below: 

Option 1: Allow donors to choose a single fund to designate their donation to

1. Navigate to the donation form builder:

   • Log into Zeffy and go to "Forms" in the left hand side menu
   • To create a new form, click "+ New Form" in the top right corner and select the form type you wish to create. Select the form type and click "Start this form"
   • If the form has already been created, click on the form you wish to edit to open the editor. Navigate to the form "Customization" section by clicking on the checkmark in the progress bar

2. Add a multiple-choice question with a single answer:

   • In the "Customization" section of the form builder, scroll down to the "Questions for your donors" section to add a custom question (just below the banner image.)
   • Click "Add a custom question" and select "MCQ with single answer"
     
   • Create a question, such as "Select the fund you wish to contribute to" or "Select the fund you wish to designate your donation to"
   • Add different options your donors can choose from in the answer choices. You can add as many answer choices as you'd like by clicking "Add a choice"
   • By default, the first answer choice will be selected, so if a donor doesn't change the answer, the first answer will be submitted with their donation. We recommend having choice 1 be "Where it is most needed" or "Select one from below" to prompt people to choose an option from the drop down. 
     

3. Save and view your form:

   • Click the "Save" button at the top to finish adding the question to the form. 
   • Donors will now see a drop-down menu to select a single fund when making their contribution. To see how this will show up for your donors, click the "View my form" button at the top of the page when you're in the editor.

Important note on editing options from the drop down list

You may need to eventually change or modify the order of the options you list in the MCQ with single answer. If you need to edit this section, be sure to delete the custom question first. Then, you can add it again with the new options and order. If you simply replace the existing values, it can confuse your records from previous donations. 

Option 2: Allow donors to distribute their donation across multiple funds

1. Navigate to the donation form builder:

   • Log into Zeffy and go to "Forms" in the left hand side menu
   • To create a new form, click "+ New Form" in the top right corner and select the form type you wish to create. Select the form type and click "Start this form"
   • If the form has already been created, click on the form you wish to edit to open the editor. Navigate to the form "Customization" section by clicking on the checkmark in the progress bar

2. Add a multiple-choice question with multiple answers:

1. • In the "Customization" section of the form builder, scroll down to the "Questions for your donors" section to add a custom question (just below the banner image.)
   • Click "Add a custom question" and select "MCQ with multiple answers"
     
   • Create a question, such as "Select the fund you wish to contribute to" or "Select the fund you wish to designate your donation to"
   • Add different options your donors can choose from in the answer choices. You can add as many answer choices as you'd like by clicking "Add a choice." Donors will be able to select as many funds as they'd like to support from this list. 
   3. Add a second question and select the "Short question." Prompt donors to specify the amount they would like to donate to each of the funds selected. They will be able to specify the values in a free text box (e.g. $50 to fund 1, $100 to fund 2, etc.) 
   
   

2. Test Your Form:

   • Click the "Save" button at the top to finish adding the question to the form. 

1. • Donors will input their total donation amount, select multiple funds, and specify how much they wish to allocate to each. To see how this will show up for your donors, click the "View my form" button at the top of the page when you're in the editor.

Viewing and managing fund designations

1. View individual donations:

   • Navigate to the Payments page.
   • Click on the Payment in the list of your payments to see the selected fund.
   • If a donor requests changes, you can edit their fund designation directly from this page by clicking on the fund selected.

2. Export your payment report to view donations and filter by fund selected:

   • On the Payments page, apply the "Form name" filter and filter by the relevant donation form.
   • Export the report to view all donations and the corresponding answers to your custom questions by clicking on the "Export" button in the top right hand corner. 
   • Use filters in the report to see how much has been designated to each fund.