How to use payment element in a form to collect donations in Highlevel

• Creating a Donation Form in Highlevel
• Automating Thank-You Emails and Team Notifications
• Simplify Your Fundraising Efforts with Highlevel

Are you looking to streamline your fundraising efforts and simplify the process of collecting donations? Highlevel offers a powerful solution for building donation forms that make it easy for donors to contribute and for your team to manage contributions effectively. In this comprehensive guide, we’ll walk you through the process of creating donation forms in Highlevel, automating thank-you emails, and notifying your team of new donations. Let’s dive in!

Creating a Donation Form in Highlevel

1. Navigate to Form Builder: Start by heading over to the “Sites” section in Highlevel and then click on “Forms” and “Builder.”
2. Create a New Form: Click on “Create New Form” to start building your donation form from scratch.
3. Add Payment Integration: Drag and drop the payment icon onto your form to enable donors to make contributions securely. Ensure that the payment integration is set to live mode for actual transactions.
4. Customize Donation Fields: Customize the label and short label fields to provide donors with information about the cause they are supporting. Allow donors to enter their desired donation amount by turning off the suggested amount option.
5. Configure Email Field: Make the first name and email fields required to ensure that you can stay in touch with donors and send them thank-you emails.
6. Customize Button Label: Rename the button label to “Donate Now” to encourage donors to take action.
7. Save Your Form: Once you’ve customized your donation form, click on “Save” to preserve your changes.

Automating Thank-You Emails and Team Notifications

1. Create a New Workflow: Head over to the “Automations” section in Highlevel and click on “Create New Workflow.”
2. Set Up Trigger: Choose the form event as the trigger for your workflow and select your donation form from the dropdown menu.
3. Configure Thank-You Email: Add an email action to send a thank-you email to donors. Customize the subject and message to express gratitude for their support.
4. Notify Your Team: Add an internal notification action to alert your team or administrators about new donations. Include relevant details such as the donor’s name and email address.
5. Optional: Track Donations in Google Sheets: If desired, add a sheets element to record donation details in a Google Sheets document for easy tracking.
6. Publish Your Workflow: Once you’ve configured your workflow, hit “Publish” to activate it and start automating your donation process.

Simplify Your Fundraising Efforts with Highlevel

With Highlevel’s intuitive platform, creating donation forms and managing contributions has never been easier. By following the steps outlined in this guide, you can streamline your fundraising efforts, automate thank-you emails, and keep your team informed about new donations. Empower your organization to make a difference with Highlevel today!