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How to Connect Fundraising Tools

Complexity Level: Basic to Advanced

Overview

This page helps you connect donation and matching gift tools to your website in the Springboard.

In this page, you will do two main things:

  • Connect a sitewide fundraising account, such as Double the Donation or Bloomerang, to benefit from services you might already be using.
  • Add an embedded form so people can donate, register, or search for matching gifts on a page.

You can also decide when to use these tools instead of only using Springboard’s built-in fundraising campaign numbers.

Words used on this page

  • Account: Your organization’s space in Springboard.
  • Menu: The list of choices you click to move around Springboard.
  • Page: One screen in Springboard, like a form or a list.
  • Sitewide: A setting that works across your whole website.
  • Embed: A form or button placed directly on a page.
  • Dashboard: A summary screen with numbers and quick links.

Understanding Why These Tools Help

Connecting fundraising tools can help you:

  • Accept donations with a service your organization is already utilizing, keeping people on your site to donate.
  • Add matching gift search so donors can double their gift.
  • Connect your donor list with the fundraising platform you already use.

Understanding When to Use These Tools Instead of Only Built-In Fundraising

Springboard’s built-in fundraising tools are great for quickly checking progress:

  • Fundraising Campaigns allow you to count donations toward a specific goal, and display progress to donors on your site with a Fundraising Progress Bar.
  • The Fundraising Campaigns dashboard widget gives you a quick glance at fundraising data as soon as you login to your Springboard.
  • The Fundraising Campaigns report helps you easily export campaign data.
  • Integrated Payment Gateways allow your donors to set up recurring donations, so they can give regularly without hassle.

External fundraising tools do a different job:

  • They allow you to integrate tools your organization is already using with your website, to make it easier to collect donation data.
  • They can provide an easy matching gift search to double donations.
  • They can connect directly to pre-existing donor platform workflows.

Most organizations use both:

  • Use Springboard built-in campaign views to monitor and report.
  • Use external fundraising tools to make collecting data easier on your team.

When You Would Use This

Use this section if you need to:

  • Connect a donation or matching gift service to your website with External Accounts.
  • Add an embedded fundraising form to a specific page.
  • Turn fundraising code on or off without deleting setup details.
  • Set up advanced donation tools for bigger campaigns.
  • Compare built-in campaign reporting with external donation forms.

Checking Your Login Access

Use this task first so you know what actions you can take.

  1. In the left hand menu, click Integrations, then click External Accounts.

Screenshot: Integrations menu with External Accounts highlighted

  1. Check whether you see the green Add External Account button.

  2. If you see it, your login access grants you permission to add and manage sitewide fundraising accounts.

  3. If you do not see it, you can still review current external accounts that are connected, but you may need to coordinate with a Primary Administrator to make changes on your behalf, or upgrade your permissions.

Screenshot: External Accounts page with Add External Account button visible

  1. To check your access to page specific External Accounts:

  2. Public pages: Click My Website, then Website Content. Click the page title to manage the page content. In the top right corner, locate the grey Edit Page Info button, and click the arrow next to it. If you have access to add or manage external accounts, you'll see the option to click Manage External Accounts in the dropdown.

  3. Portals: Click My Website, then Portals. Click the page title to manage the page content. In the top right corner, locate the grey Edit Page Info button, and click the arrow next to it. If you have access to add or manage external accounts, you'll see the option to click Manage External Accounts in the dropdown.

Screenshot: Page actions showing Manage External Accounts

Adding Sitewide Fundraising Accounts

Use this task to connect a fundraising service for your website.

  1. In the left hand menu, click Integrations, then click External Accounts.

Screenshot: External accounts list in Integrations

  1. Click the green Add External Account button.

Screenshot: Add External Account button

  1. Is this active?, toggle to Yes to activate your new external account.

  2. Enter a clear, concise Title for your account. This title won't display anywhere on your website, but it will help you and your team to keep things organized in your Springboard.

  3. Example: Double the Donation

  4. In the Account type, select the account you wish to connect:

  5. Bloomerang WebsiteVisit Tracker for donor activity tracking.

  6. Double the Donation for matching gifts.
  7. Fundraise Up to collect donations.
  8. Givebutter to track donations and engage with donors.

Screenshot: Account type dropdown with fundraising options

  1. Enter the required information for the connection. Depending on the account type you've chosen, this could include an API Key or Account ID. You'll find this information by logging in to the account which you are integrating.

Resources to find account information

For help finding the required information for your chosen account type, use the provided link and sample code in the Account type section of the Add External Account page.

  1. Click Save & Finish, or use the arrow to Save & Add Another if you need to connect a second account.

Your new account will now be listed on the External Accounts page, with a green Active icon, and the date. Depending on the account type which you've set up, you might need to add a secondary item to utilize the tool. Use the following sections to complete setup.

Screenshot: Save and Add Another actions on external account form

Adding the Double the Donation Gift Matching Widget

Use this task to add matching gift search.

  1. Follow the steps in Adding SiteWide Fundraising Accounts.

  2. In Account type, choose Double the Donation.

  3. Paste your Public API key into the required field.

  4. Click Save & Finish.

  5. Click My Website, then Website Content.

  6. Click the title of the page where you want to display the Double the Donation search widget.

  7. In the left hand menu, locate the Third-Party Embed content type, in the Standard content section.

  8. Drag the content type to your desired location on the page, and drop it into place.

  9. If necessary, update the Content location. This will default to the location in which you dropped the content type.

  10. If desired, update the Content position. This will default to the position in which the content type was dropped.

  11. By default, Is this code active will be toggled to Yes. Leave this default setting so your code will be active upon saving.

    Screenshot: Embed type list with Double the Donation Matching Gift Search

  12. Enter a Title for your Third-Party Embed, such as Double the Donation. This title will not display on your site, but will help you to keep your Springboard page organized.

  13. In the Embed type dropdown, select Double the Donation Matching Gift Search.

  14. Click Save & Close.

  15. In the top right corner, click the green View Page button to view your Double the Donation search widget in action.

Donors can now search for their employer while making a donation, to see if they offer a match gift program. They will receive information about how to start the process to have their gift matched. You can also add Double the Donation to your Springboard Donation Forms.

Adding Double the Donation to your Donation Form

Use this to give donors the option to search for matching gift opportunities while donating on your website. This option is available when using integrated payment gateways with the Springboard.

  1. Click My Website, then Website Content.

  2. Click the title of your donation page to edit the content.

  3. In Form Header/Settings, click Edit.

  4. Under Payment Gateway, toggle to Yes next to Allow Double the Donation.

Integrated Payment Gateways

The Double the Donation option will only appear on forms that are utilizing Integrated Payment Gateways. If you are not currently using an Integrated Payment Gateway for donations on your website, learn about your options and how to get started in this article.

  1. Click Save & Close.

Adding Third-Party Donor Platform Forms to Pages

Use this task to place donor forms directly on a page using the Third-Party Embed content type.

  1. Click My Website, then Website Content.

  2. Click the title of the page to which you want to add a third-party form.

  3. In the left hand menu, locate the Third-Party Embed content type, in the Standard content section.

  4. Drag the content type to your desired location on the page, and drop it into place.

  5. If necessary, update the Content location. This will default to the location in which you dropped the content type.

  6. If desired, update the Content position. This will default to the position in which the content type was dropped.

  7. By default, Is this code active will be toggled to Yes. Leave this default setting so your code will be active upon saving.

  8. Enter a Title for your Third-Party Embed, such as Little Green Light Form or Fundraise Up. This title will not display on your site, but will help you to keep your Springboard page organized.

  9. In the Embed type dropdown, select your preferred Third-Party Donor Platform:

  10. Blackbaud Donation or Registration

  11. Bloomerang
  12. Fundraise Up
  13. Givebutter Form Widget or Popup Donation Button
  14. Little Green Light Form
  15. Qgiv Donation Form or Popup Event Registration Button

Screenshot: Embed type dropdown with donor platform options

  1. Enter the required information for the connection. Depending on the account type you've chosen, this could include a Form ID, Account ID, or Campaign Code. You'll find this information by logging in to the account which you are integrating.

Resources to find account information

For help finding the required information for your chosen account type, use the provided link and sample code in the Embed type section of the Edit Third-Party Embed page.

  1. Click Save & Close.

    Screenshot: Third-party embed form with required fields and Submit button

  2. Click the green View Page button in the top right corner to view your new third-party embed in action.

Deactivating External Accounts

Use this task to turn off one or more external accounts. You might use this when you stop using an account, or if you're having issues with an account.

  1. In the left hand menu, click Integrations, then External Accounts.

  2. Check the box next to the account(s) you wish to deactivate.

  3. At the bottom of the page, click the grey Deactivate Selected button.

  4. Confirm your deactivation by clicking the green Yes, Deactivate Them button.

Screenshot: Table with selected rows and Activate Selected or Deactivate Selected buttons

  1. The Status label next to the account will now read Inactive.

Your account has now been deactivated. You can reactivate this account whenever necessary by following the same steps, then clicking Activate Selected.

Tips & Helpful Guidance

  • Use short, clear titles so your team can identify accounts quickly.
  • Add one fundraising tool at a time, then test before adding another.
  • Only one form can exist on a Springboard page. This includes embedded forms and Springboard forms. If you are having issues with an embedded form, double check that it is the only form on the page.
  • Keep one main donation path per page so visitors do not get confused.
  • Use matching gift search on high-traffic donation pages for better results.
  • If you do not see add or edit controls, ask your website's Primary Admin to review your permissions.

Troubleshooting

Problem: The Add External Account button is missing

Solution:

  • Your role may be view-only in this area.
  • Ask your website's Primary Admin to upgrade your permissions, or make changes on your behalf.

Problem: The embedded form is not displaying as expected

Solution:

  • Check that your Third-Party Embed is the only form on the page. This includes Springboard forms. Only one form can exist on a page.
  • Check if the third-party embed is displaying a message about connecting an External Account as well. Some embedded form options with third-party embed will only work if you've added the platform as an External Account as well.
  • Check that your Third-Party Embed is set to Active.
  • Fundraising campaigns and the Fundraising Progress Bar
  • Fundraising campaign dashboard widget (quick campaign progress view)
  • Fundraising campaign reports (timeframe-based CSV export)
  • External tools setup for visitor tracking and email growth
  • Page content editing for adding and managing form blocks
  • Integrated Payment Gateways

Complexity Level

  • Basic: Choosing a fundraising account type, entering IDs, turning accounts on or off, and adding a simple donation form.
  • Advanced: Adding matching gift search, handling page-level versus site-wide behavior, and using advanced tools like Givebutter, Qgiv, or Fundraise Up.

Summary

Connecting fundraising tools in Springboard helps your organization raise more support with clear donation and matching gift experiences. Using External Accounts and the Third-Party Embed content type, you can connect any external fundraising tools your organization is using to your Springboard website.