Fundraising Order Forms

Fundraising order forms are specialized tools designed to streamline the process of collecting orders and payments for fundraising initiatives. Whether you’re organizing a school bake sale, a nonprofit merchandise drive, a sports team fundraiser, or a community event, these forms help you efficiently gather participant information, track orders, and manage payments. Fundraising order forms can be tailored for a variety of campaigns, including product sales (like t-shirts, candles, or snacks), event ticketing, donation drives, and more. Their primary purpose is to simplify the ordering process for supporters while providing organizers with a clear, organized record of all transactions and participant details.

With Jotform, users can easily create, customize, and manage fundraising order forms without any coding knowledge. Jotform’s intuitive drag-and-drop Form Builder, extensive template library, and seamless payment integrations make it simple to design forms that match your campaign’s branding and requirements. Organizers benefit from real-time submission notifications, automatic data storage, and advanced filtering options, ensuring that every order is tracked and managed efficiently. By leveraging Jotform’s features, fundraising teams can focus more on their cause and less on administrative tasks, making their campaigns more successful and less stressful.

Use Cases of Fundraising Order Forms

Fundraising order forms are versatile and can be adapted to suit a wide range of fundraising activities. Here’s how they can be used, who can benefit, and how their structure may vary:

1. Possible Use Cases:

• School or club product sales (e.g., cookie dough, t-shirts, holiday gifts)
• Nonprofit merchandise fundraising (e.g., mugs, tote bags, calendars)
• Event ticket sales for galas, raffles, or community dinners
• Donation drives with tiered giving options or incentives
• Sports team fundraisers for uniforms or travel expenses

2. Problem Solving Points:

• Centralizes order collection and payment processing
• Reduces manual errors and paperwork
• Provides instant access to order data for fulfillment and reporting
• Enhances donor/supporter experience with a user-friendly interface

3. Possible Owners and Users:

• School administrators, PTA members, and teachers
• Nonprofit staff and volunteers
• Sports coaches and team managers
• Community group leaders and event organizers

4. Differences of Creation Methods:

• Product Sales: Forms may include product images, quantity selectors, and payment fields.
• Event Ticketing: Forms might require attendee names, ticket types, and seating preferences.
• Donation Drives: Forms can offer preset donation amounts, recurring payment options, and donor recognition fields.
• Custom Campaigns: Fields can be added or removed based on the specific needs of the fundraiser, such as delivery addresses or special instructions.

In summary, fundraising order forms can be tailored to fit any campaign, ensuring organizers collect the right information and provide a seamless experience for supporters.

How to Create a Fundraising Order Form

Creating a fundraising order form with Jotform is a straightforward process that empowers you to launch your campaign quickly and efficiently. Whether you’re selling products, collecting donations, or managing event ticket sales, Jotform’s flexible tools allow you to design a form that meets your unique needs. Here’s a step-by-step guide to help you get started:

1. Choose Your Starting Point:

• Log in to your Jotform account and click “Create” on your My Workspace page.
• Select “Form” and decide whether to start from scratch or use one of Jotform’s 10,000+ fundraising templates.
• Pick a layout: Classic Form (all questions on one page) or Card Form (one question per page).

2. Customize Your Form for Your Fundraiser:

• Add your organization’s logo and update the form title to reflect your campaign.
• Use the “Add Element” menu to drag and drop essential fields:
• Contact Information: Name, email, phone number.
• Order Details: Product selection (with images and descriptions), quantity, size/color options if applicable.
• Payment Integration: Choose from 40+ secure payment gateways (e.g., PayPal, Stripe, Square) to collect payments directly through the form.
• Delivery/Pickup Information: Address fields or pickup location options.
• Donation Options: For donation-based fundraisers, include preset or custom donation amounts and recurring payment choices.
• Special Instructions: Allow supporters to leave notes or specify preferences.

3. Design and Personalize:

• Click the Paint Roller icon to open the Form Designer.
• Adjust colors, fonts, and themes to match your organization’s branding.
• Use conditional logic to show or hide fields based on user selections (e.g., only display delivery address if “Home Delivery” is chosen).

4. Set Up Notifications and Confirmations:

• In the Settings menu, configure email notifications for organizers and confirmation emails for supporters.
• Personalize confirmation messages to thank supporters and provide next steps.

5. Publish and Share:

• Click “Publish” to generate a shareable link.
• Distribute your form via email, social media, or embed it on your website.

6. Test and Manage Submissions:

• Use the Preview feature to test your form and ensure all fields and payment integrations work correctly.
• Monitor submissions in Jotform Tables, where you can filter, search, and export order data for fulfillment and reporting.

By following these steps, you can create a professional, user-friendly fundraising order form that streamlines your campaign, improves supporter engagement, and simplifies order management from start to finish.