If your organization would like to provide donors the opportunity to request information about your organization or fundraiser that's going on, consider using an Enterprise RFI form.

Here are the steps to create a new RFI form:

1. Within the Campaign Overview tab of the campaign you are creating a new donation form for, the left-hand side holds a menu that allows you to create new campaigns, new forms, and new reports. To create a new RFI Form, click "New RFI Form":

2. You will need to enter in a Default Label and Unique ID. The Default Label is the public-facing name of the RFI Form, and the Unique ID is the platform identifier for the form. The Unique ID must be unique for the campaign and cannot contain any special characters or spaces. Once you have that information added in, click "Save":

3. Once you click "Save," you will be brought to the Quick Config tab for the form. This tab allows you to make minor changes to the form by clicking the sections within the "Form Layout" section. However, our best practice recommendation is working tab-by-tab to get the most out of our form features. You also have the ability to preview the form at any time, and get the embeddable snippet code on the upper-right hand side:

4. The first tab to edit is Form Details. This area will allow you to add a unique header for the form, add any reporting codes that your team needs to keep track of, and also adjust the form's availability:

5. The next tab is Form Questions. Here is where you can add any question you would like the donors to answer on the form by clicking either "Add Global" or "Add Local." There are two main sections for questions: Questions Section and Profile Section. The Questions Section is for any details you would like about the donor requesting more information that is not related to contact information. The Profile Section are the questions relating to contact information that you may need from the donor. 

You can also edit the labels of "Questions," "Profile," and "Payment Details," to fit your organizations needs:

6. The next tab is Confirmation Messages. Here you can edit the messaging that goes out to your donors once they've submitted their donation. The two important sections here are: On Screen Messages and Confirmation Email. The On Screen Message is the message that appears immediately on the screen after a donor hits "submit." The Confirmation Email is the email that is sent to the donor's inbox after submitting their donation, so it is a nice touch to have a thank you message from your team:

7. The final tab is Form Display. Here you can edit how the form looks and flows for the donors, add in a custom stylesheet for the form, and edit the security and footer message:

If you have any questions about the process of creating an RFI Form, please reach out to our team at enterprise-support@givegab.com.