The Terms and Conditions page of the “Display Options” settings tab allows you to enable a global Terms and Conditions field for all your forms that donors must agree to in order to donate. This can be over-written per form.
Occasionally, you’ll want your donors to be informed of certain clauses or policies regarding donations. This is often referred to as the “Terms and Conditions”. Give provides a way to allow your donors to acknowledge your Terms and Conditions with a simple click, without cluttering up the donation form.
Give version 1.8 introduced the ability to provide a global “Terms and Conditions” option. This allows you to set and enable your Terms for all your donation forms. Additionally, each individual form can set whether it requires the Terms and Conditions at all, or provide customize the terms per form.
Terms and Conditions
Options: Enabled | Disabled
This screen will first only show you this option and the default is “Disabled”. If you want all your forms to require a Terms and Conditions field, then set this to “Enabled”.
Once enabled you’ll see the following options as well:
Agree to Terms Label
You can set the global label for the label next to the Terms and Conditions checkbox. By default it is “Agree to Terms?” We’ve set it as a question because it requires an action from the donor in order to proceed. Feel free to customize this label, but keep in mind that it’s best to make it clear that this option requires their action. Here’s a few alternatives:
- Do you agree to our Terms and Conditions?
- Please indicate your agreement with our Terms and Conditions.
- Have you read our Terms and Conditions and agree?
This label also accepts HTML which provides the ability to create links and add tags such as
strong within the label itself.
Lastly, you’ll need to set your default Terms and Conditions here. Keep in mind that by default, Give hides the Terms and Conditions until your donor chooses to see them by clicking on the “Show Terms” link. Here’s what that looks like:
So keep that in mind so that your terms are not so long that the “Hide Terms” link jumps off the screen because that puts the Donate Now button off the screen as well. That would require the donor to then additionally scroll down to either donate or hide the terms.
A Note on Existing Forms
Because this is a new feature, by default existing forms will inherit their previous settings, either “Disabled” or “Enabled”. New forms will by default be set to “Global Options”. This means that if you want all your forms to be set to the Global Option, you’ll have to go into your forms individually and update them accordingly.