Smart Pages Setup | Knowledge | Engaging Networks

You can create, edit, test, delete, and view analytics in the My Smart Pages window.

Create and edit Smart Page

Once you’ve set up your global settings, creating a smart from scratch is quick and easy.

Select: Create Smart Page and select your layout

Fundraising Page 1: Template with full-width background image
Fundraising Page 2: Template without full-width background image

Choose to view as a page

or lightbox* > Select the content areas you wish to edit; they will then be highlighted in blue. The editable areas are:

Header copy
background or body image
body text

Lightbox and page copy are synced, so editing the lightbox also updates the page

Picture of a smart page using the Template with full-width background image

Picture of a smart page using the template without full-width background image

To edit the form, highlight and select the area you want to edit > you can do so between steps using the step buttons

The form steps are:

S1: Frequency/Donation Selector
- Default or secondary:
  - one time, monthly, quarterly, annually or none (secondary only)
- Enable animation
- Edit Gift Amounts
  - Choose separate amounts by currency and frequency
S2: Supporter Information Fields
- Add/Remove phone number
S3: Summary/ Choose Payment Method (not editable)
S4: Address (not editable)
- Skipped when using a digital wallet
S5: Card Payment (not editable)

Skipped when using digital
S6: Thank you
- Edit one-time or recurring message

Image of Step 1 Frequency and Donation Selector

Image of step 2 Supporter Information Fields

Image of step 4 Summary and Choose Payment Method

Once you’ve edited, save will be enabled. To view and test your page or lightbox, select preview.
Pages are set to unpublished at creation, can be published when you are ready to go live, and closed once you have finished using them.

Edit Smart Page Emails

On SmartPages, you can edit emails for one-off or recurring donations using the same email builder from marketing tools broadcasts. To use the email function, you must have a thank-you email sender set up. To set one up, go to: Hello ‘Your name’ > Account Settings > Account Emails

To view your emails, select the email button in your smart page and select to edit either the one-time gift or recurring gift email (there will be an abandonment option, if enabled).

Then select the email to open the email editor.

Image of smart pages email editor with settings displayed

To edit your email, select the required section until it is highlighted in blue. Choose to:

Add new, move, duplicate, or delete
Edit via the content area.

Image of a text block selected in the email builder

Image of a text block editor in the email builder

Go to settings to:

Add/Edit a Subject line
Choose the sender and reply to the domain
Enable or Disable Receipting

Once you’ve completed editing, click Save.

Image of the settings tab in the email builder

Smart Page Settings

Once you’ve set up your global settings, you can also edit the page settings at a local level.

Edit the following page settings here: Page Status: Unpublished, Published or Closed Page Name: Your internal name for the page Page Title: The page title displayed on the browser tab Page URL: Choose the subdomain and add a short code/page slug if required. When sharing your page URL, you can include the additional parameters to assign additional data values to any successful donations. Light box attributes: Copy the required attribute for setting up your lightbox parameter: `data-sp-page=”123”`
The page performance provides details on key metrics, including: Total raised, total conversions, conversion rate and page views. Number of single gifts and total raised. Number of recurring gifts initiated and average value. If settings are enabled, additional metrics include: Recurring gift upsell rate and fee cover rate
Page features allow the enabling and disabling of additional features and tools for use and inclusion on your page’s form: One-time to Recurring Upsell: Creates an additional editable section on your form to encourage one-time donors to upgrade to a recurring gift. Gift Aid (UK only): Creates an additional editable section on your form for UK organisations to request Gift Aid from eligible donors. Fee Cover: Appears on the summary/payment screen, where you can edit the cover %, label and help message. Tribute Giving: Adds a checkbox to the frequency/amount step, allowing donors to dedicate their in-honour or in-memory donations. Social Sharing: Adds social share buttons to your forms’ thank-you pages. Fundraising Progress Bar: Displays a bar of combined donations Abandonment: Allows for a reminder email to be configured for supporters who abandon the page before completing their donation
Styles allow you to edit the global style settings you’ve enabled locally: Typography Page Colors Form Styles Logos Reset Styles: To revert to the global style setting on your page, select Reset to account defaults:
Select the default language for your page and any additional languages to tailor the page content based on your supporters’ browser preferences. Once enabled, you will need to create content for each language on your page.

Additional Parameters

The following are additional data parameters you can add to your URLs to create additional transaction data on your successful donations.

Fields	URL Parameter	Alternative / UTM Parameter (if applicable)
Origin Source	`en_og_source`
Tracking Parameter ( can we support both old syntax and new)	`ea.tracking.id` en_tracking
Appeal Code	`supporter.appealCode` en_appealcode
External Reference 1	`en_txn1`	`utm_source`
External Reference 2	`en_txn2`	`utm_medium`
External Reference 3	`en_txn3`	`utm_campaign`
External Reference 4	`en_txn4`	`utm_content`
External Reference 5	`en_txn5`	`utm_term`
External Reference 6	`en_txn6`
External Reference 7	`en_txn7`
External Reference 8	`en_txn8`
External Reference 9	`en_txn9`
External Reference 10	`en_txn10`