Choose your own checkout flow – add information to collect from supporters of your campaign. But be sure not to ask too much!
All of ConnectionPoint’s platforms ask your supporters for their full name and email address. You can ask for anything further, enter preamble messages, compliance messages, and more.
Important: Don’t ask for too much information you don’t actually need. Some contributors might wish not to give that information and therefore bow out of contributing.
Best practice suggestion: Ask for extra supporter information AFTER the contribution (LINK). This way, your supporters can choose not to provide that information but still contribute to your campaign.
STEP 1 – Click ‘Data collection’ under ‘Settings.’
STEP 2 – Under ‘Collect more info?’ choose ‘Before payment’ or ‘After payment’ to open the options.
STEP 3 – Choose ‘Basic’ to see a list of premade options (and whether to make them ‘Optional’ or ‘Required’)…..
… or ‘Advanced’ for the preamble message that your supporters will see before they contribute, a compliance message option, and custom fields you may create on your own.
*Make sure you click ‘Add’ once you customize an option.
STEP 4 – Save.