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How To: Create an Actionpage

    How To: Create an Actionpage

    1) Create your appeal or event
    2) Open Actionpage Designer
    3) Choose the Actionpage type and name
    4) Design your Actionpage
          a) Upload a logo and image
          b) Change fonts and colors
          c) Write page content
          d) Adjust additional settings
    5) Preview your Actionpage
    6) Share your Actionpage
          a) Use links
          b) Use widgets

    Create your appeal or event

    Before designing an Actionpage you must have an appeal or an event created in Causeview. Usually you will set up all aspects of the appeal or event before publishing the Actionpage, as the Actionpage is primarily used to allow constituents to make gifts toward your appeal. However, you can make changes to the appeal or event after publishing the Actionpage, as long as you update it as well.

    Updating a published Actionpage

    Open Actionpage Designer

    To begin making an Actionpage you must open the Actionpage Designer program. In the detail page for the appeal or event you would like to make the Actionpage for, click on the “Actionpage Designer” button.

    Clicking on this button will open Actionpage Designer in a new tab in your web browser. Your event or appeal in Causeview will remain open in the background.

    Choose the Actionpage type and name

    When Actionpage Designer opens for the first time for an appeal or event, no Actionpages will exist. The Designer will open to the Actionpage creation screen, where you can begin making your first Actionpage. The first step in Actionpage creation is to choose which type of Actionpage to make. Three types of Actionpage exist.

    A Fundraising Page is a simple page for collecting online gifts. Fundraising Pages are most useful for non-event appeals where you would like to collect donations through the web.

    Paid Event Registration Pages are used with events where a cost is associated with attending. Constituents can simultaneously register and pay for attendance to the event through the Actionpage online, and all information related to the registration and transaction will be saved to Causeview.

    Free Event Registration Pages are used with events where there is no associated fee to attend. This type of Actionpage can be used by your constituents to register for the event online, allowing you to confirm attendees ahead of time.

    It is possible to create multiple Actionpages for an appeal or event. If you would like to associate both a Fundraising and Free Event Registration Page with your event, constituents will be able to register attendance for free and then make donations associated with the event. You can also create multiple Fundraising Pages if you would like different web pages to associate incoming gifts with the same appeal and fund.

    Once you have chosen which type of Actionpage you would like to create, you will have to name the page. The name will help you identify your Actionpages if you create several for one appeal or event, and must be unique.

    After choosing a page type and name you can move on to the next step.

    Design your Actionpage

    You can customize the appearance of your Actionpage to match your branding or event with easy picklist options, and include custom page content to give your constituents information about the event or appeal associated with the Actionpage.

    Upload a logo and image

    For each Actionpage you can upload two images - a logo and a banner image. The logo, usually your organization logo, should have a maximum size of 575 pixels wide by 270 pixels tall. The banner image for the top of the page can be much larger, with a maximum size of 1100 pixels wide by 315 pixels tall.

    You can choose any image from your computer by clicking on the “Upload” button.

    Select the image you would like to use from your computer and open it. The image will upload to the Actionpage. If you change your mind you can upload a new image to replace it, or remove the image entirely with the “Remove” button.

    Change fonts and colors

    To style your Actionpage you can choose fonts and colors to suit your event or to match your organization’s web page and branding. Remember that the Primary font will appear on top of the Primary Color in the headers, and the Secondary font will appear over a white background, and choose your font colors accordingly. The Secondary Color in the layout does not show up on the Actionpage at this time.

    Write page content

    The text in the page content is the information that your constituents will see when they use your Actionpage to interact with your appeal or event. The title, description, and footer give you a chance to convince them to give a gift to your organization, or to explain event details.

    Adjust additional settings

    The additional settings for your Actionpage allow you to add more features.

    The “Success Page Address” will direct constituents to a new web page when they successfully submit a gift or event registration using the form on your Actionpage. The success page could be a standard thank you page for your organization, or a page chosen specifically for Actionpage with information relevant to the appeal or event. Simply enter the url in the Actionpage Designer and it will become integrated with your submission form on the Actionpage. It will not impact the Actionform widget if you choose to use it on your own webpage. If you would like a custom success page integrated into your Actionform on your website please contact us for further support.

    The “Google Analytics Tracking ID” will allow you to track usage statistics for your Actionpage using an existing Google Analytics account.

    Once you have customized your Actionpage and are happy with the information, save the page at the top or bottom of the Actionpage Designer.

    Preview your Actionpage

    Before you share your Actionpage with all of your constituents you can preview it. Click on the Preview tab at the top of Actionpage Designer.

    The preview will show you all of the information you input in the customization stage, along with the Actionform for your appeal or event. The Actionform will be automatically generated based on information saved in Causeview.

    In this Paid Event Registration Page, the Actionform shows that three different event levels are on sale. Hovering over the blue (i) circles will provide more information for your constituents, based on the event level description saved to Causeview.

    If you decide to make changes to the Actionpage based on the preview you can move back to the Design tab, make changes, and save once again. If you would like to make changes to your event or appeal, you can make the changes in Causeview and then re-save the Actionpage in the Actionpage Designer to update the Actionform.

    Share your Actionpage

    Once your Actionpage is complete you can share it with your constituents in several ways. Click on the “Share” tab at the top of Actionpage Designer.

    Use links

    Under the Share tab you will find a link to direct constituents to your newly created Actionpage. You can copy and paste this link into social media, email, newsletters, or your organization’s website to direct your constituents to the Actionpage.

    Use widgets

    Widgets are code snippets for Actionforms and Actionbuttons that will allow you to share your Actionpage in a more dynamic way.

    Actionforms are the form that is automatically created within your Actionpage which communicates with Causeview. The Actionform widget allows you to embed the form into your organization’s website. This is useful if you have a lot of additional information you can’t convey through an Actionpage. You can use the Actionpage and an embedded Actionform simultaneously, or choose to use only the Actionform.

    Actionbuttons are customizable buttons that direct constituents to your new Actionpage. The Actionbutton goes to the same address as the direct link url, but the code snippet creates a clickable button. The code snippet requires some web development knowledge, but it can be used in any website.

    The text on the Actionbutton is based on what you write in the “Submit Button Text” area of the Customization screen. To further customize your Actionbutton, choose a color from the drop-down list and specify a width in pixels for the button. The “Update” button will adjust the preview and code snippet with any changes you make. Once you’re happy with the look of the button in the preview you can copy the code from the text box and paste it wherever you would like the button to appear.

    How To: Create an Actionpage
    Actionpages: Online Forms
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