CauseVox Help

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Forms Overview ​

CauseVox provides three types of forms to support your fundraising activities. All forms share common capabilities like custom branding, payment processing, automated receipts, and embedding options.

Form Types ​

Donation Forms ​

Accept donations from supporters with flexible giving options:

  • One-time donations - Single gifts at donor-chosen or preset amounts
  • Recurring donations - Monthly or yearly subscriptions, open-ended until cancelled
  • Pledges - Donor commitments to give that haven't been collected yet
  • P2P donations - Gifts attributed to peer-to-peer fundraisers

Best for: General fundraising, annual campaigns, year-end giving, giving days

Payment Methods ​

When connected to Stripe and/or PayPal, donors can give using:

  • Credit/Debit cards - All major cards accepted
  • Apple Pay / Google Pay - Mobile wallet payments (Stripe)
  • ACH Bank Transfer - Direct bank payments (Stripe)
  • PayPal - PayPal balance and linked cards
  • Venmo - Mobile payments (PayPal)

Tip: Connect both Stripe and PayPal to give donors maximum flexibility.

Smart Forms ​

CauseVox forms remember returning donors:

  • Pre-fill contact information for repeat visitors
  • Save form progress if donors get distracted
  • Resume where they left off when they return

Fraud Detection ​

Built-in fraud detection protects your organization:

  • Active prevention algorithm detects suspicious activity
  • Automatically blocks fraudulent users
  • Works behind the scenes on all donations

Ticketing Forms ​

Sell tickets to events with full attendee management:

  • Multiple ticket tiers - VIP, general admission, tables, etc.
  • Attendee information - Collect details for each ticket holder
  • Promo codes - Discounts and special offers
  • Optional donations - Add a giving option to ticket purchases

Best for: Galas, luncheons, tournaments, races, walks, auctions

Quick 2-Page Form ​

The streamlined process is 75% faster than traditional forms:

  1. Select tickets - Choose quantities and apply promo codes
  2. Enter details - Buyer and attendee information, payment

Event Types ​

Ticketing forms work for any event:

  • Galas and luncheons
  • Walks, runs, and races
  • Walk-a-thons, bowl-a-thons
  • Tournaments (trivia, gaming, sporting)
  • Product fundraisers and raffles
  • Karaoke events
  • And more

Pricing ​

CauseVox ticketing fees:

  • Paid tickets: 2% + $1 per ticket
  • Free tickets: No fees

Note: Donation tipping is not available for ticket purchases.

Registration Forms ​

Collect event registrations with optional fees:

  • Free or paid registration - Flexible tier options
  • Custom fields - Waiver agreements, eligibility confirmations
  • Promo codes - Early bird pricing, discounts
  • P2P integration - Connect registrants to fundraising pages

Best for: Walks, runs, races, volunteer events, membership signups

Flexible Registration Options ​

  • Free registrations - No payment required
  • Paid registrations - Registration fees with multiple tiers
  • Mixed tiers - Combine free and paid options

Integration with P2P Fundraising ​

Registration forms connect seamlessly with peer-to-peer campaigns:

  • Registrants can create fundraising pages upon signup
  • Link to Member Portal for page management
  • Track registrations alongside fundraising

Custom Questions ​

Collect additional information:

  • Waiver agreements
  • Eligibility confirmations
  • T-shirt sizes
  • Emergency contacts
  • Any custom data you need

Shared Capabilities ​

Payment Processing ​

All paid forms connect to your payment processors:

  • Stripe - Credit/debit, Apple Pay, Google Pay, ACH bank transfers
  • PayPal - PayPal balance, Venmo, credit/debit

Automated Receipts ​

Each form type supports customizable receipt emails:

  • Customizable subject lines and body text
  • Merge tags for personalization
  • Tax-deductible receipt formatting
  • Tier-specific receipt content

Custom Fields ​

Add custom questions to any form:

  • Text fields (short and long answer)
  • Dropdown selections
  • Checkboxes
  • Radio buttons
  • Required or optional

Branding ​

Customize form appearance to match your organization:

  • Logo
  • Primary and accent colors
  • Custom titles and descriptions
  • Background images

Embedding ​

All forms can be embedded on your website:

  • Pop-up/Lightbox - Opens form in a modal overlay
  • Inline embed - Displays form directly on the page

Accessing Form Settings ​

  1. Go to your Campaign
  2. Click Settings (gear icon)
  3. Under Sites & Forms, select or create a form
  4. Configure settings using the left navigation

Form Status ​

Control when forms accept submissions:

  • Enabled - Form is live and accepting submissions
  • Disabled - Form is hidden, submissions blocked

Toggle status from the form settings or set automatic disabling based on end dates.

Unified Fundraising + CRM

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