Smart Pages Setup

1. 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

2. 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 is synced so editing lightbox also updates the page

3. 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

4. Once you’ve edited, save will be enabled. To view and test your page or lightbox, select preview.

5. Pages are set to unpublished at creation, can be published when you are ready to go live, and closed once you have finished using them.

1. 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.

2. Then select the email to open the email editor.

3. 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.

4. Go to settings to:

• Add/Edit a Subject line

• Choose the sender and reply to the domain

• Enable or Disable Receipting

5. Once you’ve completed editing, click Save.

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  • Unpublished, Published or Closed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

• 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.

Styles allow you to edit the global style settings you’ve enabled locally:

• Typography

• Page Colours

• 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.