Setting up a campaign in Payments2Us Studio involves creating a donation form, setting up a Thank You page, and customizing a donation page to match your campaign’s goals. This guide provides an overview of the process, with links to detailed articles for each step.
1. Create and configure a donation form in Salesforce Payments2Us
Start by creating a donation form in Salesforce Payments2Us and configuring it according to your campaign needs.
Read this article to learn how to create a web form in Salesforce Payments2Us
Read this article to learn how to configure a form using Payment Form Builder
2. Set up a donation form in P2U Studio
Once your form is ready, you need to add it to P2U Studio and ensure it integrates correctly with Salesforce.
- Add the form in P2U Studio and link it to the Salesforce site form URL.
- Customize the form’s color palette and settings to maintain consistency with Salesforce configurations.
Read this article to learn how to set up a form in P2U Studio
3. Set up a Thank you page (if required)Â
A Thank You page provides donors with a confirmation message and additional details after they complete a donation.
- Create a Thank You page in P2U Studio.
- Set this page as the Success URL for your form in Salesforce.
- Customize the Thank You page to display personalized donor details using URL parameters.
Read this article to learn how to set up a Thank You page in P2U Studio
4. Set up a donation pageÂ
A donation page is the front-end page where donors contribute to your campaign.
- Create a donation page in P2U Studio.
- Link the donation page to your donation form.
- Link the donation page to your Thank You page (if you have one).
- Set an expiry date if the campaign has a deadline (optional).
- Define the appeal goal, which will be displayed on the donation progress bar.
- Customize the page layout, content, and styles to align with your campaign branding.
Read this article to learn how to create a donation page in P2U Studio
Read this article for details on customizing a page in P2U Studio
5. Publish and test your donation page
Before launching your campaign, make sure everything is working as expected:
- Publish your donation page.
- Test the full donor journey, including form submissions and the Thank You page.
- Verify that donation progress and campaign tracking are working correctly.
Read this section to learn how to publish a donation page in P2U Studio
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.
Once testing is complete, your campaign is ready to go live!
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