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Smart Pages Setup

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

Create and edit a Smart Page

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

  1. Select: Create Smart Page Create smart page button and select your layout

  • Fundraising Page 1: Template with full-width background image

  • Fundraising Page 2: Template without full-width background image

  • Petition Page 1: Template with full-width background image
Image of select a layout menu

  1. Choose to view as a page Page selector button

    or lightbox* Lightbox selector button > 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


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

Fundraising Forms:

The editable 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 a digital wallet

  • 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


Image of step 4 Address


Image of step 4 Card Payment details


Image of step 6 the thank you page


Petition Forms:

The editable form steps are:

  • S1: Add your name

    • Add/edit form header

    • Edit progress bar if enabled

      • Add target goal (unique supporter only)

      • Enable/disable; increase the target milestone by 20% once achieved

  • S2: Thank You

    • Thank you message

    • Social Share Icons and Share Details
Image of Step 1 Add your name


Image of Step 2 Thank you and social share






  1. Once you’ve edited, Save will be enabled. Save button To view and test your page or lightbox, select Preview.

  2. 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.
Image of smart pages menu tab


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

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

  2. Then select the email to open the email editor.
Image of the email editor menu


Image of smart pages email editor with settings displayed


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

  • Add new, New block icon move, Move block icon duplicate, Duplicate block icon or delete Delete block icon

  • 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


  1. Go to settings to:

  • Add/Edit a Subject line

  • Choose the sender and reply-to domain

  • Enable or Disable Receipting

  1. Once you’ve completed editing, click Save. Save button

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.

Page settings button

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.

  • Lightbox attributes: Copy the required attribute for setting up your lightbox parameter: data-sp-page=”123”
Image of the page settings screen


image-20260825-100529.png
Codes entered here will be written to the corresponding field for every transaction processed on this page.

Campaign Codes:

  • Appeal Code

  • Origin Source

Campaign References (if enabled):

  • SFDC Campaign ID

  • Ref 7 - 10
Image of the Page Data Settings Page

Performance settings button

The page performance Page performance button 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
Image of the page performance screen


Page features button

Page features allow the enabling and disabling of additional features and tools for use and inclusion on your page’s form:

Donation Boosters:

  • 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.
Image of the page features screen



Gift Designations:

  • Tribute Giving: Adds a checkbox to the frequency/amount step, allowing donors to dedicate their in-honour or in-memory donations.

  • Fund Designation (Campaign Data 20): Allows you to choose a single fund for designating gifts, or add a checkbox to the frequency/amount step, allowing donors to select where their gift should be designated.

    • Enable funds on the page by selecting the Gift Designation option when editing the page: Image of Gift Designation option

    • Fund Designation Menu: Select page default or the active fund options for the page
Image of fund designation menu on the page builder
Image showing multiple gift designation options on a page


Social Power:

  • Social Sharing: Adds social share buttons to your forms’ thank-you pages.

  • (Fundraising) Progress Bar: Displays a bar of combined donations or unique participants on a petition

Abandonment (Donation Pages only):

  • Email Reminder: Allows configuring an email reminder for supporters who leave the page before completing their donation.

    • A new option for abandonment reminders will be available in the email menu if email reminder is enabled

  • Lightbox Abandonment Widget: Displays a reminder widget in the bottom corner of your website when a donor exits a lightbox without completing their gift.
Image of the social share buttons


Image of the none-fundraising progress bar
Image of the email editor selected showing the one time, recurring and abandonment email options
Image of the fundraising abandonment lightbox


Page style button
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: Reset to account defaults button

Image of the page styles screen


Page language button

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.
Image of the page language screen


Using the social sharing function

If you’ve enabled social sharing under page features on your smart page, you can edit the social sharing option in the thank-you area of your form.

Networks:
Here, you can use the checkboxes to enable or disable the social channels you wish to use as share options: Facebook, Bluesky, X, LinkedIn, and WhatsApp.

Social Sharing Networks Tab, all channels enabled


Share Details:

Here you can add the:

  • Default message

  • Share Description

  • Share Image (Recommended size is 1200 × 630 px with a 1.91:1 aspect ratio. (Minimum width: 600 px)
Social Sharing, Share Details Tab


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)

Donation Frequency (supported values are one-time monthly quarterly annual)

frequency


Donation Amount

amount


Origin Source

en_og_source

 

Tracking Parameter

ea.tracking.id

 

Appeal Code

supporter.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