The Goodworld platform empowers administrators to fine-tune form behavior within campaigns. Settings enable precise control over settings at the form level, allowing forms to either inherit campaign-level settings or maintain custom configurations.
Our updated settings introduce a flexible architecture where settings can be managed on a form-by-form basis while maintaining campaign-level consistency when desired. This enhanced structure allows for both standardized and customized approaches to form configuration, improving campaign management efficiency and donor experience.
Key Features
1. Form-Level Control
Description: Settings allow administrators to manage configurations at the individual form level while maintaining the option to inherit campaign-level settings.
Features Include:
Setting inheritance from campaign level
Form-specific customizations
Toggle between inherited and custom settings
Individual feature management
How to Set: Navigate to a Form within a campaign and click on "Edit Form" to choose between inherited or custom configurations.
2. Form Type Options
Description: Multiple form types can accommodate different giving scenarios and donor preferences.
Types Include:
Open Forms:
Display directly on campaign pages
Immediate donor interaction
Suitable for straightforward giving
Giving Flow Forms:
Multi-step process
Button-triggered display
Guided donor experience
3. Campaign Architecture
Description: Settings implement a hierarchical structure that promotes organized campaign management while maintaining flexibility.
Architecture Levels:
Campaigns (highest level)
Pages
Forms
How to Set: Configure settings at each level through the campaign management interface, establishing inheritance or custom settings as needed.
Use Cases
1. Workplace Giving Campaign Consistency
Scenario: Running a company-wide giving campaign across multiple departments
Inherit company branding and payment options
Customize department-specific recognition options
Maintain consistent reporting fields
2. Employee Match Programs
Scenario: Managing different matching ratios for various employee groups
Set campaign-level match parameters
Customize forms for different employee tiers
Maintain consistent payment processing
3. Special Event Fundraising
Scenario: Coordinating multiple fundraising events within a campaign
Inherit campaign-wide donor recognition settings
Customize event-specific registration fields
Maintain consistent payment options
4. Department-Specific Giving
Scenario: Managing different giving options across business units
Inherit organization-wide branding
Customize department-specific causes
Maintain consistent donor communication templates
Key Benefits
Flexibility
Customize forms while maintaining campaign consistency
Adapt to specific donor group needs
Modify settings without affecting other forms
Efficiency
Reduce setup time through setting inheritance
Streamline campaign management
Minimize administrative overhead
Control
Manage settings at multiple levels
Ensure compliance with campaign requirements
Maintain organizational standards
User Experience
Create consistent donor journeys
Provide tailored giving experiences
Support various giving scenarios
Best Practices
Review inherited settings before customization
Document form-specific configurations
Regularly audit form settings for consistency
Test donor experience across different form types
Maintain clear naming conventions for forms
Smart Settings represents a significant advancement in campaign management, offering greater control and flexibility while maintaining efficiency. This feature supports diverse workplace giving scenarios while ensuring a seamless experience for both administrators and donors.
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