Packets for Combining Surveys, Payments Forms, and Donation Sites

How to Create a Packet

Before you can create a Packet, you must first create the forms you want to combine in a Packet. Here’s how to create a few types of forms that are frequently used:

Create a Survey Form

Create a Payment Form

Create a Donation Site

1. On the left navigation bar, hover over Packets and click Create a Packet in the submenu
2. Title your Packet by typing in the Packet Name field
3. Select the checkboxes next to the forms you wish to combine

Note: After you select a form, you will have the option to make the form required to fill out by clicking the corresponding checkbox that appears in the Required column.

4. Click the Next button when finished
5. Order the pages in your Packet cover by clicking the up and down arrows for each respective form, then select Next when finished

6. Customize the look of your Packet by adding a banner image, social media sharing links, text, links, or images, then click Save & Continue

Sample Packet that has been customized:

After clicking Save & Continue, you will be brought back to the admin screen:

• From here, you have the option to set up or modify publishing details, publishing schedule, close date, the URL, and more options, including email alerts.

7. Click Publish Now when finished

Share your Packet

To broaden your reach, we recommend using a multi-channel communication strategy - a strategy that makes use of different methods, mediums, and platforms to optimize who receives your message. Use the Packet URL to email or link to your Packet on your own website, or post to social media directly from the platform.

1. On the left navigation bar, click Packets
2. Click on the published Packet title you wish to manage
3. Select the social media or email buttons to share from the platform, or click Customize the URL in the features list to get the link

More Options to Optimize a Packet

Many of the options for optimizing Donation Sites, survey forms, and payment forms also apply to Packets, which are multiple online forms bundled together because the information needs to be submitted at the same time.

Features:

Modify whom your Packet is visible to

Manage payment alerts

Add a thank-you message

Customize the message shown when the Packet has closed

Create a button to your Packet for your email campaigns

Create a button to your Packet for your external website

Manage settings for payments by mail

Share your Packet with leaders in another group

Display top donor on donation forms

Packet reporting

Modify whom your Packet is visible to

By default, all your members can see any published form, including Packets, in their memberplanet activity feed. To modify who can see it, or to send to a different distribution list, follow the steps below.

Learn how to create a distribution list.

1. On the left navigation bar, hover over Packets and click Manage Packets in the submenu
2. Select the title of the Packet you wish to manage
3. In the features list, select Notify Your Members

• Select the members you want to share the form with by checking the box next to their names, or choose from a list you’ve previously created

4. Click Save & Close

Manage payment alerts

You and other administrators can be notified by email whenever someone makes a payment.

To edit who is receiving payment alerts:

1. On the left navigation bar, hover over Packets and click Manage Packets in the submenu
2. Select the name of the Packet you wish to manage
3. In the features list, select Manage Payment Alerts

4. Enable payment alerts by selecting the checkbox in the overlay that appears, and type in email addresses (each separated by a comma), in the text field

5. Click Save

Add a thank-you message

Once a member submits a payment, a confirmation email automatically goes out to the member. Admins have the option to include a thank-you message in the confirmation email. Customized thank-you messages help keep your members engaged and feeling positive about their contributions.

1. On the left navigation bar, hover over Packets and click Manage Packets in the submenu
2. Select the title of the Packet you want to add a thank-you message for
3. Click Add a Thank-You Message in the feature list
4. You have two checkbox options:

Add a thank-you message to the payment confirmation email

• Upon selecting this feature, a text box will appear wherein you can write a custom message

Send an email campaign as a thank-you when someone makes a payment

• You can select an existing email campaign to be sent

Customize the message shown when the Packet has closed

When a member attempts to view any form, including a Packet, after it has closed, the form fields will no longer be visible. Instead, a message will be shown to the user notifying them that the form is closed. Admins can customize this message.

1. On the left navigation bar, click on Packets
2. Select the title of the Packet you want to customize the message for
3. In the features list, click Customize the Message Shown When the Form Has Closed

4. Type your customized message in the text box
5. Click Save & Close

Create a button to your Packet for your email campaigns

When creating email campaigns, you have the option to include buttons – not just links – for any form created on the platform.

1. On the left navigation bar, hover over Packets and click Manage Packets in the submenu
2. Select the title of the Packet you want to manage
3. In the features list, click Create a Go to Form Button for Your Email Campaigns
4. Admins have one of two options to select:

• Choose a Button: Use the dropdown menu to select the desired button text, then click on the color of your choice

• Upload Your Own Image: Click the Choose Image button, then drag and drop your desired image into the allotted area, or click to browse and upload. Complete the prompts to upload and crop your image if needed, then click Save

Note: Recommended image size is 580 px or smaller.

5. To use your button in an email, navigate to the email you want to use and go to Step 4: Content
6. In the body of your email, place your mouse cursor where you wish to insert the button, then click Buttons in the toolset that appears

7. In the pop-up window that appears, click on the Type dropdown menu and select Form Button
8. Click the Go button for corresponding form you want to use

• Your button will appear in the area selected.

Learn how to create an email.

Create a button to your Packet for your external website

You can make a Packet available to anyone to fill out, whether or not he or she is a member of your group. This feature can be used for times when you want to use a button on an external website to drive users to your Packet.

1. On the left navigation bar, click on Packets
2. Select the title of the Packet you want to create a button for your external website
3. In the features list, click Create a Go to Form Button for Your External Website

4. Admins have one of two options to select:

• Choose a Button: Use the dropdown menu to select the desired button text, then click on the color of your choice

• Upload Your Own Image: Click the Choose Image button, then drag and drop your desired image into the allotted area, or click to browse and upload. Complete the prompts to upload and crop your image if needed, then click Get Code Snippet

Note: Recommended image size is 580 px wide or smaller

5. A shaded box will contain the HTML code for your button. Copy the entire segment, and paste it into your website

Each external website builder is different. Check out the customer support for your website hosting company for instructions on embedding the code.

Manage settings for payments by mail

For security and reporting purposes, mail-in payments are handled differently on the platform. Admins can still accept and record offline donations. However, by default, pay-by-mail, is disabled. If you would like to accept mail-in payments, you must first enable pay-by-mail on all the forms included in your Packet.

Learn more:

Enable pay-by-mail for Payment Forms

Enable pay-by-mail for Donation Sites

After you enabled pay-by-mail for all the forms in your Packet, you can then enable pay-by-mail for your Packet by following the steps below:

1. On the left navigation bar, hover over Packets and click Manage Packets in the submenu
2. Select the name of the Packet you wish to manage
3. In the features list, click Manage Settings for Receiving Payments by Mail
4. Click the Enable button on the overlay that appears
5. Exit the overlay by clicking the X icon
6. To get the full URL to your Packet, click on Customize the URL in the features list

On the next screen, you will be able to customize and copy your packet URL. Admins must use this URL to give users the pay-by-mail option. Within your Packet, users will be able to select Pay by Mail in the Use a New Payment Method dropdown menu.

Share your Packet with leaders in another group

Many organizations have sister groups, local chapters or clubs, or other groups they collaborate with. If the group you work with also uses memberplanet, you can share any form or campaign, including Packets, with admins or leaders from that group. This feature helps save time for other admins who will utilize the Packet on the platform for their own engagement efforts. Sharing your Packet will give the leaders of the selected group full access to editing or deleting it. Only the bank account is locked - leaders of the other groups cannot change the bank account where your funds from a Packet will be deposited.

1. On the left navigation bar, hover over Packets and click Manage Packets in the submenu
2. Select the title of the Packet you want to share with leaders in another group
3. In the features list, click Share this Packet with Leaders in Another Group

4. Use the search box to search for the group name
5. Select Add for the desired group
6. Click Save

Display Top Donors on Donation Forms

If  your packet contains a donation campaign, the front cover page, containing the donors pie chart, top donors, goal and amount raised thermometer, will be removed and only the second page of form will be displayed. If you would like this information to display within your packet, you can enable these sections from the front page of your packet to display in your packet.

1. On the left navigation bar, hover over Packets and click Manage Packets in the submenu
2. Select the title of the Packet you want to share with leaders in another group
3. In the features list, click Display Top Donors on donation forms

4. Toggle the selection to Display the Top Donors pie chart, legend, amount raised, and goal amount at the top of each donation form in this packet to enable the option.
5. Click Save

*Reminder, the information will not display until the first donation has been collected on the form.

Packet reporting

Reporting for packets is recorded on a per-form basis. For example, if you include a payment form, a donation site, a list sign-up form, and a survey in your packet, you would need to view reporting in the separate modules for each type of form you included.

• View payment form reports
• View donation campaign reports 
• View list sign-ups by viewing who is on a distribution list
• View survey results

Glossary - Packets for Combining Surveys, Payment Forms, and Donation Forms

Packets: multiple online forms bundled together because the information needs to be submitted at the same time. Packets are the only forms for which admins have the option of enabling pay-by-mail.