This tab allows you to enable a goal for this specific form and display a progress bar.

Donation Goals are a great way to show to your donors how much need there is for funding and how well your campaign is going. Goals are set per form only, there are no global settings. Here’s how you can configure those.

The “Donation Goal” tab in the Form Edit Screen.
The “Donation Goal” tab in the Form Edit Screen.

Donation Goal

Options: Enabled | Disabled
Default: Disabled

When you land on this tab, this is the only option you see. Changing it to “Enabled” will allow for the progress bar to be displayed and the additional options will appear below.

Goal Format

Options: Amount | Percentage | Number of Donations
Default: Amount

This field only appears when “Donation Goal” is set to “Enabled”.

You can choose to display the progress your campaign is making toward your goal either as the amount raised, the percentage of the goal achieved or the number of donations received.

Goal Amount

Options: Number field
Default: 0

This field only appears when “Donation Goal” is set to “Enabled”.

Set the amount of monies you want your goal to be. This will inherit whatever currency you have set in your Currency Settings.

Progress Bar Color

Options: Color Picker
Default: #2bc253 (Give Green)

This field only appears when “Donation Goal” is set to “Enabled”.

This is a color picker to allow you to choose any color you like to indicate the progress made.

Close Form

Options: Enabled | Disabled
Default: Disabled

You can choose to close the form once the goal has been achieved. If you choose to do that, there is an additional field to set a message to indicate that the goal was achieved.

Goal Achieved Message

Options: WYSIWYG Editor
Default: “Thank you to all our donors, we have met our fundraising goal.”

This field only appears when “Donation Goal” is set to “Enabled” AND “Close Form” is set to “Enabled”.

If you chose to close your form when the goal is reached, you can optionally display any message you like with this editor field. It’s a standard WYSIWYG editor, so images, embeds, headings, etc will all work here.

Goal Tracking

As of Give version 2.1, there are multiple spots in the back end for monitoring Goal progress once you’ve enabled Goals for a form.

On the individual Form’s edit screen, once a Goal is set and the form saved, Give displays a new Goal Statistics metabox. By default, it displays below the featured image metabox.

screenshot of the WordPress back end showing a new metabox just below the featured image box. The box is outlined in red for the purposes of this screenshot.
The Goal Statistics metabox gives a method for quickly assessing how a form is performing.

There are three benefits in addition to the at-a-glance update to how the form is performing.

First, the goal text is linked to the Donation Goal tab of the screen, so clicking the goal amount opens that section of the edit screen. This is even more useful in the other spot this new backend goal is shown.

Second, this metabox, like many other metaboxes on the form edit screen, is draggable. You can place it anywhere on the page that makes the most sense.

Third, once the goal has been reached, the bar will display a star below it to indicate that the goal is reached.

The other place the Goal Statistics data shows up is in the All Forms Screen at Donations > All Forms

screenshot of the All Forms table on the back end of a Give site, showing the progress bar (highlighted with a red rectangle)
The All Forms view in the admin interface shows a progress bar that is both useful and functional.

Like the metabox on the back end of the individual form, the goal text is linked to the specific section of the goal within the form.