Marketing Forms

Marketing Forms: How to Handle Fraudulent Credit Card Payments

Please submit a support ticket, if you receive a payment that appears highly suspicious of being from a fraudulent source (for example, the name and address used seem fake, or multiple small pledges in a row fr...

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Marketing Forms: How to Display a Premium as "Out of Stock"

If one of your premiums is sold out or becomes unavailable, you have a few options for how to display the premium and communicate that the item is not available. Option 1 – Deactivate a premium. This will...

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Marketing Forms - Pledge Challenge Goals

VIDEO: How to Set up Pledge Challenge Goals What is it? Visual indicator for donors to see how you are progressing to your goal. Visually track dollars raised, number of gifts or number of sustainers g...

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Marketing Forms - Member Comments Dashboard

The Member Comments Dashboards allows you to see the information that is most commonly needed for thanking donors on-air during a pledge drive. Features 1. Filter options at the top of the dashboard allow you...

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Marketing Forms: Pledge Revenue Dashboard

The Pledge Revenue Dashboard allows you to review the total dollar amount for donations submitted during a given timeframe. Go to REPORTS >> PLEDGE REVENUE SUMMARY DASHBOARD to load the report. Features...

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Marketing Forms: Managing Payments with Authorize.net

The payment management options within Marketing Forms vary depending on which Payment Gateway you are using. This article focuses only on Authorize.net. Single Transactions and ORDER IDs For a...

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Marketing Forms: Missing Sustaining Payments

If you use Authorize & Capture processing with the Authorize.net or Sage payment gateways, the Marketing Forms system maintains the schedule of monthly sustaining payments, and automatically submits payment...

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Marketing Forms: How to Edit a Cloned Form

Here's how you can customize your cloned form: Log into Marketing Forms and choose the cloned form that you'd like to edit As you move down the edit screen, you can update the following areas: Title:...

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Marketing Forms: How Do I Update The Email & Phone Number Listed in My Thank You Emails?

By default Marketing Forms Thank-You Emails use the primary station contact information entered in your Marketing Forms account. Marketing Forms admins have the permission to update site-wide station contact s...

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