Customizing Your Online Giving Page

You can uniquely customize the appearance of your Breeze online giving page. Within the Web Giving Settings you can adjust color, Funds, Payment Methods, and more. To customize these settings:

  1. Navigate to "More" > "Contributions" > "Online Giving."1
  2. Click the "Settings" button in the "Web Giving Box" in the center-left of the page.
  3. Make your changes and click "Save."

1 This is assuming you've already Setup and Enabled Online Giving within Breeze.

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General Appearance Notifications

These are the basic, general, settings you'll need to customize in order to get up and running with online giving!

Setting Description
Payment Types You can select if you'd like to accept only Credit Cards (debit cards included), only ACH (eCheck) bank transfers or both.2
Can donate To (Funds)  You can select which funds show up on the online giving page. A single fund can be selected or multiple funds can be selected. If you want to add a new fund to the list, create a new Fund first and it will then show up on the list to choose from. This will show all active funds.3
Default Fund If giving to multiple funds, set which fund shows up as initially selected (this option only appears if giving to multiple funds).
Processing Fees If enabled, donors can choose to cover processing fees, helping the church offset fees for the donation.4
Comments If enabled, donors can leave a comment (note) with their donation.


2 If you change your Payment Type to limit to only ACH gifts, and a member had previously given via Credit Card, and had this payment method saved in the "Give Now", then they will still be able to give from their Give Now page within their member profile with the saved card on file. 

3 If you remove a fund(s) that donors are giving to through recurring gifts, the recurring gift(s) will continue to process with the original fund designation.

4 Only offered to US-based churches at this time. 


You can share your newly customized giving page in many ways including embedding the giving page onto your website. See Sharing your giving page for more information on how to do this. 

The Online Giving page which is completely customizable through the options above, will intentionally display (look) differently from the Give Now tab in Breeze, which cannot be customized. The "Give Now" tab includes only the fields necessary for a member submitting an online gift to your church

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Comments

42 comments
  • If we have comments enabled, where/how do we see what was put in the comment box?  We are hoping to use this box if someone sends money to the General Fund, but wants the money to go towards a particular offering (that doesn't fit into it's own separate fund).

     

    Thank you!

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  • @office Great question. So you can see the comments two different ways: 1. In the confirmation email that is sent to the church staff when a gift is given (if that is enabled), and 2. in contribution reports.

    To see the comments for gifts given through the Reports section, simply follow these steps:

    • More > Contributions > Online Giving > Transfer History (green button)
    • Click on the number of payments in the Description column, then at the bottom left of that screen click "View Details"
    • It will navigate you to the Reports section. From there you can add the "Notes" column to display on that report.

    Hope that helps! Thanks again for the great question!

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  • @Elizabeth-thank you!!!

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  • Can you please help me, again? I tried to follow the instructions below, and the attached box is what I get.  It is not giving me the option to "View Details." I'm not able to see the the breakdown of the gross, fees, net and description.

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  • Hey @office!

    Thanks for reaching out! Happy to help. The only way to reconcile this manual report is to:

    1. Download as Excel.
    2. Use Excel's built-in SUM function below each Net column to check if the amounts match what is shown in the Net column of Transfer history. 
    3. If the amounts do not match, it is because one or more contributions are on the wrong spreadsheet. Move contributions from one spreadsheet to the other, keeping in mind the different processing times for Card and ACH. Keep doing this until the amounts in your SUM functions match the amounts shown in Transfer History. 

    Hope this is helpful.

    If you need any additional support, please do reach out, as we are always happy to serve.

    Blessings to you! 

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  • Hey Emily,

    When I download to Excel, this is the only information that is on the spreadsheet.  Perhaps I missing something or I am doing something incorrectly. Any other ideas?

    Thanks in advance,
    Cyndi

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  • Hey Cyndi!

    Great question. You aren't doing anything incorrectly or missing something. When switching to manual transfers, there is no way to tell which gifts were attached to that transfer. You are not even able to open the transfer to see any additional details other than the net total that was transferred. For automatic transfers, you are able to open the individual transfer and see exactly which gifts are part of the transfer, as well as gross, fees, and net. None of this is available for manual transfers. While this may not be the ideal answer you were looking for, I do hope the information is most helpful!

    If you have any additional questions, please reach out to Support via phone or email. We are here and ready to serve. 

    Blessings! 

     

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  • Emily,

    I appreciate your quick response.  I will let the bookkeeper know that we will have to switch to automatic transfers in order for her to receive all the information she needs to post receipts correctly.  

    Again, thank you so much for all your help!

    Cyndi

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  • Cyndi!

     

    You are most welcome. It is truly my pleasure to serve you and your church. We're so glad you're a part of the Breeze family! Don't hesitate if anything else comes up!

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  • We are in Quebec, so we need to have a French option. If we can only have one online giving page, what do you recommend?

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  • @Treasurer

    Thanks for reaching out to the Breeze Community! Unfortunately, Breeze doesn't currently have Translation capability. So, if you are needing a French option, then this will be a limitation for you. We sincerely apologize for any inconvenience that this may cause. There are a few third party giving platforms integrated with Breeze that may have this option.You may want to consider using one of those and connecting it to Breeze! 

    See the 3rd Party options here: Online Giving Options Outside of Breeze

    I hope this was Helpful! 

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  • On the online-giving setup, is there a way to make the ACH Bank Transfer the default giving type instead of credit/debit card? As it is cheaper for folks to make ACH Bank Transfers, I'd love for them to see that option first.  Thanks!

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  • @brett At this time there is not a way to customize the order in which the options appear. But that is a great suggestion! I have seen some churches make mention of the options in the "Page Content" to let contributors know that there is an additional payment option. 

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  • Is there a way to promote 1 fund directly online w/ a link?  

    Example:  We have a member who has passed away.  His family is requesting assistance and donations given to the church in lieu of flowers, etc.   I would like to be able to share the link to fellow members & on Social Media w/o having to sort through my funding selections as usual.

    I can list it as the default funding, but hesitate to do that.  It could create a mess on the backend for several months....

    I looked at Forms and see the Payment option.  But in this, I must set the amount in Registration.  

    There may be a easy solution I am missing.

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  • @George

    Due to the nature of this request, we will continue to serve you on the Support side! 

    Thanks!

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  • How can I add our church name to the footer of the online donation page?

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  • Hey @fondachang,

    That's a great question!  There's no way to add a footer to the online donation page.  However, you can embed the online donation form onto your website, and add anything else you'd like to the page.  

    Here's an article you may find helpful: Give By Website

    I hope this helps!

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  • Embed will work. That will make the donation page looks as part of our website. Thanks!

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  • You're Welcome @fondachang

    We're so glad you're a part of the Breeze Family!  Keep up the Great Work!

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  • @Stephen Ivey, I have the same question as @George, but it seems the solution to his question was answered offline.  Can you post the results here so that we can all benefit?

    Thanks!

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  • Hi @matt!

    I'll be happy to answer your question for @Stephen Ivey. Again, this is best answered on the Support side so be on the lookout for an email from me! 

    Cheers!

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  • Can we use envelope # on the online giving entry screen?

    Dan

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  • Just want to second the request for setting ACH option as the default. That would be great. Thank you for your excellent service.

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  • Hi @pastorcole! I would be happy to submit a feature request on your behalf, and for more information on our Feature Request form, check out our feature request article here: Submitting Feature Requests.

    If there's anything else you need help with, don't hesitate to reach out!

     

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  • We want to be able to create specific giving pages for special events, such as a drive we are now doing for automatic giving. We'd like to option to be monthly giving, specifically for this purpose, and embedded in the webpage where we are announcing it. We then have a thank-you page they will be directed to that provides a give-away thank-you gift. We can do this through our shopping cart process, but we'd rather use Breeze so it is automatically added to the individual accounts rather than doing it manually. Is there a way to do this -- and still have the regular giving page for our regular donation process? Thanks!!

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  • @ucypministers

    We're going to take this request over to our Support channels to better serve you!

     

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  • I'm working on customizing our online giving page, and there appears to be a hard coded back ground behind the customizable image and text. The Yellow background would be better as a white/grey or even black but I can not figure out how to change this.

    If it is possible please let me know or if it's a feature that can be added can we request it.

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  • Hey ourshepherdcp,

    Nate here with Breeze Support, thanks for reaching out to us!  Great question by the way...I started digging around and unfortunately, I really couldn't figure out a workaround for this.  Now, I'm not sure if you have experimented with the source code, but you could possibly attempt to manipulate it from that angle. 

    If that doesn't work, of course we would love to hear from you, and you can take just a minute or so and visit https://app.breezechms.com/features 

    Let us know if there is anything else we can do!

    Breezy Blessings!

    Nate

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  • Hi Nate,

    I was playing there and CSS is something that is new to me, but so far I haven't stumbled on a way to change the background with the color I can get colored highlight bars in the case where you might have a different color behind a string of text but I'm not able to change the entire box.

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  • ourshepherdcp

    Thanks for following up!  Definitely keep me posted on your progress...especially if you can get something figured out, because it can help us, help others on down the road!  

    Keep up the great work!

    Nate

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