1. Create a new page
Go to Pages in Page Builder and click Create a Page. Then, select Donation Page.
2. Choose a template
- Click Select to choose a template.
- Click View to preview how the template looks in a new tab.
3. Enter Page Name
Enter a name for your donation page. The Page URL will be automatically generated based on the name.
4. Configure page detailsÂ
Select Form: Choose the donation form that will appear on this page. You must first add the form in Manage Forms. Read this article to learn how to add and customize a form in P2U Studio.
Select Thank You Page (Optional): If you have a Thank You page for this campaign, select it here to link it with your donation page.
Don't use one thank you page for multiple campaigns on Salesforce!
Note that the connection of Thank you page here is about calculation of donation progress. It is important that you should not use one thank you page as multiple salesforce P2U form's Success URL, otherwise issues will be caused for progress calculation in Page builder.Â
Expiry Date: Set an end date for the campaign. If a Time Countdown element is used, it will display based on this date.
Appeal Goal: Enter the campaign’s fundraising goal. This amount will be displayed as the target in the Donation Progress Bar on your page.
*All of these values can be edited later if needed.
5. Click Done to create the page
6. Edit and customize the page
Click Edit Page to open the page editor, where you can customize the content, layout, and styles of your donation page. Read this article for details about how to customize your pages.
7. Publish the page
To make the page live:
- Click the three dots next to the page name.
- Select Update Details.
- Change the Status from Unpublished to Active.
- Click Submit to publish your donation page.
