Step 1 - Create a new Contact Collection Form
From your Donorbox dashboard, open the Engage section on the left-hand rail and select "Forms." Then click "+ New Form."
Step 2 - Complete the form settings
On the Settings screen, add the basic information for your form:
- Form Name - Enter a name that will help your team identify the form. This name is only visible internally.
- Description - Add an optional internal description.
- Form Language - Choose the language for the form.
- Dynamic List - Choose whether Donorbox should create a dynamic List of contacts captured through this form.
- Double Opt-In - If enabled, supporters must confirm their email subscription before they become active email subscribers.
Click "Next" when you are ready to continue.
Step 3 - Choose the form content and information to collect
Add the content visitors will see on the form. You can enter an optional title and body message that explain why someone should stay connected with your organization.
Click "Next” to continue
Next, choose the supporter information you want to collect. Full name and email are included by default. You can also collect a phone number and mailing address, and you can make the optional fields required if needed.
Click "Next” to continue.
Step 4 - Customize the appearance and confirmation message
On the Appearance step, customize the form’s submit button and the message supporters see after they submit the form. You can change the button text and color, then add an optional post-submission title and message.
Click “Next” when you are finished.
Step 5 - Preview and save the form
Review the form preview to make sure the content, fields, consent language, and button look the way you expect. When everything looks right, click "Save."
Step 6 - Copy the embed code
Open the Contact Collection Form you created and locate the "Embedded Form" section. Scroll below the form preview to the "Embed Code" area, then click "Copy Code."
Step 7 - Add the code to your website
Navigate to your website's backend or website builder.
7.1 Open the editor for the specific page where you want the contact collection form to appear.
7.2 Add a Custom HTML, Embed, or Code block to your page layout where you'd like the form to sit.
7.3 Paste the embed code you copied from Donorbox directly into this block.
7.4 Save or Update your page, and publish the changes.
Step 8 - Test the form on your live site
Visit your live website to preview the page and ensure the form is displaying properly!
Specific instructions for each website builder can be found at the following links: