The keys to a perfect online form integrated with Salesforce.org
Nonprofits and higher education institutions can solve many challenges using Salesforce.org. But development professionals often wonder how to master the online form for donations, events, and any other organizational needs.
Not only must a great online form be effective at converting its visitors, but it must also sync easily with your CRM for tracking and management. When it comes to donations, the form is especially important because it has an impact on both your supporters, who should have an easy, intuitive experience, as well as your team’s day-to-day operations.
At Causeview, we’ve built Impact Form Designer to address the needs of organizations using Salesforce.org and seeking to solve all of their online form needs. But before we get into that, what are the components of a great online form integrated with Salesforce.org?
Seamless Salesforce.org and payment gateway integrations
Your forms generally need to interact with other tools and systems. If you’re capturing a supporter’s gift, it will need to reach your payment gateway to process their payment. Whether it’s for a donation, event registration, or just gathering information, you will want the results captured in Salesforce.org and stored with other supporter data.
Your donation form’s payment gateway integration can do more than just process the gift. It should allow you to access the transaction log and see the status of each payment. This will assist you with your reconciliation and any trouble shooting needs that arise.
Data from your form should also immediately sync with your CRM. Without a tight integration, you may be left doing a time-consuming import or manually entering data, which can lead to costly errors. Salesforce.org users should ensure that their forms are seamlessly integrated to fully take advantage of the tracking and reporting tools they have access to.
Fully responsive online form interface
It used to be that, especially for online donations, supporters were much more comfortable using their computer than a mobile device. That has been quickly changing over the past few years. Now, according to the M+R Benchmark Report, mobile donations are just as popular. 40% of donations now come from smartphones, 10% from tablets, and 50% from a computer. That means that a great form must display perfectly on any type of device.
Responsive design solves this challenge so that forms appear as intended regardless of the screen size used. Responsive forms will adjust their spacing so that they are easy to read on big screens, small devices, and anything in between. Without a responsive interface, your form may look unprofessional and it could leave supporters with concerns. If you can ensure it will look proper on any screen, they will be much more comfortable completing the form.
Drag-and-drop form building tools
Before you can get your form on the web, you need to build it. Many form builders fall into one of two categories. They can be far too complex for your development team to manage without having advanced coding skills. Or, they can be simple to use because they are only capable of doing a few things. The perfect form is still intuitive to build, but also powerful enough to meet your organization’s unique needs.
Causeview Impact Designer is full of drag-and-drop functionality to create your forms with the exact fields and style you seek. Mapping the fields to Salesforce.org is easy for anyone, regardless of their level of technical skills. It can then be embedded onto your website with just a simple copy-and-paste.
Causeview Impact Designer
We’ve developed Causeview Impact Designer to serve as the perfect form builder for Salesforce.org users. It features powerful integrations with Salesforce.org and the payment gateway, allowing you to streamline processes and access all of the data you may need across your organization. The user-friendly form designer tools allows you to build basic or complex forms in just minutes. Plus, the responsive forms for your website will satisfy your supporters, no matter which device they access it through.
Want to see more?
If you’d like to see how Causeview Impact Designer can help your organization build fantastic forms for donations, events, and anything else on Salesforce.org, we’d be happy to show you. Request a demo to schedule a convenient time.