Summary: This guide walks administrators through setting up and customizing the Tithely Giving Form, detailing how to enable the form, access the Settings Tab to tailor customization options (like collecting addresses or enabling the Memo field), and preview your personalized form.
Before You Begin
- If you're new to Tithely, you'll first need to sign up for a free Tithely Giving Account.
- Existing URLs/Embed Codes: Transitioning to the new form will not affect your existing 1.0 URLs or embed codes.
- Preview Note: The "Giving Form Preview" only reflects the style; it may not show your specific Funds or correct currency (it defaults to USD).
Step-by-Step Instructions
Enable and Access the Form
1. Log in to your Tithely account as an admin or authorized user.
2. Select Giving from the Tithely dashboard.
3. Select Giving Form.
4. Choose to Link or Embed your new giving form.
5. Customize your Giving Form using the Style tab (colors, fonts, etc.).
6. Preview and use Your Giving Form. [You have now enabled your new giving form.]
Adjusting Giving Form Settings
1. Select Giving Form - Select the Settings Tab.
2. Customize Your Settings (adjust default options as needed):
| Customization Option | Purpose | Default State |
|---|---|---|
| Displaying Location/Campus Name | Differentiates forms for multi-campus churches. | Variable |
| Collect Address | Requires donors to provide their address (helpful for record-keeping). | Off (Donors not required to provide) |
| Cover the Fees | Displays the option to cover transaction fees. | On (Option is shown) |
| Memo | Enables a field for donors to leave a note or comment. | Off |
| Backdate | Allows donors to specify a past date for the donation. | Off |
| Custom Redirect | Directs donors who make a donation without logging in to a specific page after giving. | Off |
| Refund Link on Email Receipts | Allows donors to request a refund through the email receipt for recurring donations. | Off |
3. Select Save Changes.
Troubleshooting & FAQs
- Do these settings affect the old 1.0 form? Yes, these configurations apply to both the current giving form as well as the legacy version (1.0), which is visible in the green Tithely app.
- Why did the system select "Show Address Fields" for me? If your church needs to issue tax receipts, collecting addresses is essential. You must manually check this box (if it's not already on) to require addresses for all donations.
- Why is the preview total showing USD? The Giving Form Preview only shows the Style and settings; it will not reflect your actual Funds and the total will show as USD (not your respective currency).