Donor Flow

Preview the steps a donor may see and try the appearance settings before using them in your integration.

The preview and step explanations

The preview is marked Demo only. Move through it with Next and Back; the dots show your progress. Beside each step, a short explanation tells you what the donor is doing.

You can move past a photo or payroll step without taking a photo or connecting an account. You’re previewing the experience here. Testing the supplier connection requires a separate sandbox test.

General customization

Adjust the appearance with the controls shown. Your developer can find the supported settings under All API properties. These are defined options, rather than unrestricted access to every screen’s HTML or CSS.

Use Customize for each church? if churches need their own appearance. Check Appearance for before editing: it tells you whether you are changing the shared default or a particular church.

Some screens belong to outside providers and may keep their own appearance. The available adjustments still need to be confirmed for each of those screens. Not every element in the demo is necessarily customizable.

Data collected before the flow

Choose which information your platform plans to send before the donor starts. You are saving a list of intended fields here, not uploading anyone’s details.

The demo fills those fields with fictional values. Your software sends the actual details when it creates a donor session. Your developer can also change the saved field choices through the API.

Save all settings

Save all settings saves your appearance settings and the list of fields you plan to provide. Check the saved status before leaving. Moving between steps or selecting a demo path only changes the preview.

Explore the paths

Select a path and watch the demo above change. Prefill uses information already available, while Photo ID shows a route that asks for a document. Prematch, Native Link and Forms show different payroll connection paths.

The percentages are planning estimates for the demo. They are not measurements of your donors. Choosing a path here previews it; real donors may follow a different path.