A simple 4-step guide to launch your first donation page
In Payments2us Studio, a complete donation campaign is built using three core components:
- A Donation Page
- A 3-Step Donation Form connected to your Salesforce Payments2us setup
- An optional Thank You Page for a smooth donor experience
This guide will walk you through how to set up and connect these pieces — then test and publish your campaign.
👇 Here's a quick refresher on how these components fit together:
🧩 Step 0: Before You Begin
To get started with your first Studio campaign, make sure you already have:
- A configured Payments2us donation form in Salesforce
(This is the native form that Studio connects to in Step 2.)
If you're not sure whether this is set up, check with your Salesforce administrator or review your existing Payments2us forms inside Salesforce under the Payment Forms tab.
Once this is ready, you're good to go!
🧭 Step 1: Create a Donation Page
Your Donation Page is where your supporters land. It’s fully customizable — you can modify templates and add or customize text blocks, images, videos, and links to fit your campaign message.
👉 How to create a donation page
🧾 Step 2: Add a 3-Step Donation Form and Connect to Salesforce
Every campaign needs a donation form that collects donor and payment information. In Studio, you can:
- Add a pre-built 3-step donation form to your page
- Choose the actual Payments2us form from your Salesforce org to connect it
- Customize preset amounts, contact fields, and styling
This step ensures that all data from the form flows directly into your Salesforce instance.
👉 How to set up a 3-Step Donation Form
🎉 Step 3: Add a Thank You Page (Optional)
After a successful donation, you can direct donors to a custom Thank You Page — a great opportunity to express gratitude or promote further engagement.
👉 How to create a Thank You Page
🚀 Step 4: Test and Publish Your Campaign
Before launching, preview your page, check the form flow, and complete a test donation. Once ready, publish your campaign to your organization’s custom domain with one click.
👉 Publishing & Testing Your Page
Important
The donation progress displayed on each page is automatically calculated based on the donations processed through the linked Thank You page. Since you cannot manually adjust the progress bar amounts for each page, when testing, please use small donation amounts (e.g., $1) to avoid distorting campaign progress data. Large test donations may affect real tracking and reporting.
✅ You're Ready!
Once your campaign is live, you can:
- Customize branding for each page
- Launch multiple pages for different appeals
Want to go further? Explore how to customize your page design or clone a page to save time across campaigns.