Lead Page Builder

Table of Contents

• Content
• Brand

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Content

The Design > Content tab allows you to add a custom header and content blocks such as Text, Images, and Video and enable features like Exit Intent and Impact.

Table of Contents

• Header
• Body Section
• Footer

• Background Image 

• Page Layout
• Exit Intent

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Header

Edit the Header within the Design > Content tab to apply a Title to your page. We recommend applying a Title if you do not have a Logo available.

To add a Title to your page:

1. Hover over Header>Title. This field will be labeled Logo if a logo image has been applied to the Action Page.
2. Click the Pencil icon to edit.
3. Next, enable the Show Title toggle.
4. Optionally, enter custom text into the Title field. The account's Display Name will automatically be applied in this field.
5. Adjust the Alignment.
6. Click Done in the upper right corner of the Header Editor.

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Body Section

Add content blocks within the Body Section of your Lead Page within the Design > Content tab. The following blocks are available:

• Text: Use the Text block to add a custom message to your page.

• Image: The following files are supported: JPG, PNG, and GIF

• Video: The following video links are supported: YouTube, Vimeo, Facebook, and Rumble

  • Rumble: To apply a video hosted by Rumble to your page, utilize the Embed iFrame URL from Rumble to link your video to your Anedot page.

• Divider: This can be used as a page break or as a design element.

• Timer: Use the timer to set a deadline or countdown to encourage support from your donors.

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Exit Intent

Enabling the Exit Intent feature for your Action Page will cause a popup to appear when a supporter attempts to exit the page before completing their submission.

​Customize the Exit Intent feature by adding a Title, Image, or GIF, and a custom Message.

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Brand

The Design > Brand tab allows you to upload a custom Logo, edit the color scheme, and adjust the type settings.

Table of Contents

• Logo
• Colors
• Type Settings

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Logo

To add a Logo to the Donation Page, follow the steps below:

1. Drag + Drop an image into the Logo uploader, or click Browse to select an image from your device. If an image has previously been uploaded to the fundraising account, click Browse to access the Media Manager. Images that have been uploaded to the account will be available for use.
2. Next, choose Fill or Custom to adjust the size of your image. Fill will expand the image to fill out the entire Header block. When a Custom size is entered, padding is automatically added to the Logo image. 16px is added horizontally, and 8px is added vertically.
3. Optionally, enter a Logo Link URL. Entering a Logo Link URL allows the image to become clickable to easily redirect your supporters to another webpage.

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Colors

Customize the color scheme of your Donation Page to reflect the organization’s branding.

Text: The Text color selected will be the default color used for Text Blocks added to the Donation Page. The Text color can be edited further within the Text Editor.

Action Button: The Action Button color will affect the Preset Amount buttons and the Donate button at the bottom of the Donation Page.

Background: If a Background Image is not uploaded to the Donation Page, the selected color will be used to fill the background.

Header Background: If the Logo image does not fill the Header block, the Header Background color will fill behind the logo.

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Type Settings

The Type Settings set within the Design-Brand tab will affect the Text Blocks on the Donation Page. You may make adjustments to the following:

• Body
• Header (H1)
• Header (H2)
• Header (H3-H6)

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Form

Access the Form tab within the Builder to customize the data you would like to retrieve from supporters.

Table of Contents

• Email 
• Phone
• Name (and Organizations) 
• Address 
• Employment
  
  • Occupation
  • Employer Name
  • Employer Address
• Selection List
• Hidden
• Question
• Text
• Requirement
• Account Fields
• Communications Consent

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Email

Collect an Email to stay in contact with supporters. This field can be optional or required. 

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Phone

The Phone field can be added as an optional or required field. 

The following Phone field labels are available:

• Phone (Default)
• Cell Phone
• Mobile Phone
• Home Phone

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Name (and Organizations)

Within the Name field editor, you can enable and customize the following fields:

• First and Last Name 
• Middle Name
• Suffix
• Title
• Organization/Business
• Political Action Committees

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Address 

Within the Address field editor, you can enable International donations and adjust the Address Label.

The following Address Labels are available:

• Address
• Mailing Address
• Residential Address
• Shipping Address

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Employment

Collect Employment data by enabling Occupation, Employer Name, and Employer Address. 

When Occupation and Employer Name are enabled, the following question is automatically added to the page, "Are you currently employed?" Donors can select Yes or No.

If No is selected, the following options will be available in a dropdown menu:

• Unemployed
• Homemaker
• Retired
• Student

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Occupation

When the Occupation field is enabled, you can choose one of the following field labels:

• Occupation
• Principal Occupation

Additionally, a Help Text field is available to enter a custom message or prompt.

When Show list of occupations when employed is enabled, you may add a list of Occupations you would like donors to select from.

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Employer Name

The Employer Name field can be Shown and set as Optional or Required.

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Employer Address

The Employer Address field can be Shown and set as Optional or Required.

Additionally, you can adjust the Region and Type of address.

The following Regions are available:

• United States
• United States and Canada
• All available countries (international)

The following Types are available:

• Full Address
• City and State
• Postal Code (ZIP)

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Selection List

With the Selection List field, add custom questions to your form with preset responses using Radio, Checkbox, or Dropdown as the list type.

Radio will display the response options in a bubble format and allow for a single selection.

Checkbox will display the response options in a checkbox format and will allow multiple selections.

Dropdown will display the response options in a dropdown list, only allowing a single selection.

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Hidden

Hidden fields can be used to pass hidden values for successful submissions. The hidden field values can be passed to your third-party integrations or be used for internal tracking purposes.

When creating a Hidden field, be sure to apply a custom Key. The Key must be unique. If you have previously set up a Hidden field with a unique Key, access the Account Fields from the Custom Field list to reuse the existing field. You will receive an error if you attempt to set up a duplicate Hidden field with the same Key.

Setting a Global Value is optional. If a Global Value is entered, it will be used for all submissions made through the page to which the field has been applied.

To use the Key across multiple pages but pass a unique value per page, set a unique Page Value by accessing the Settings>Sharing>Page Specific Values tab in the Builder.

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Question

The Question field allows you to ask your supporters a question and receive a Yes or No response.

Within the CSV Export, Yes or No responses will be recorded as True or False.

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Text

The Text fields allow supporters to enter a custom response that is unique to them.

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Requirement

The Requirement field may be used for Legal Terms or consent from your supporters. 'By submitting this form, I agree to the following:’ will be titled above your Field Label and List of Requirements.

To add a Checkbox to the field, select Clickwrap as the Agreement Type.

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Account Fields

Every custom field added to your Action Pages is saved as an Account Field. These fields can be used again for future pages, preventing the need to create a new custom field.

To access Account Fields, click the + Add Field within the Form tab of the Builder, then scroll down to past the custom field types. You will receive an error message if you attempt to create a duplicate custom field that is already available in your list of Account Fields.

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Communications Consent

Enable Communication Consent to obtain permission to make future communications with your supporters.

By default, supporters must check the box to opt in. You may optionally pre-check the fields, allowing donors to opt out manually.

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Workflows

Table of Contents

• Upgrades
• Recovery (Abandoned Actions)
• Receipts

Access the Workflows tab within the Builder to enable Upgrades, Recovery (Abandoned Actions), and customize Receipts.

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Upgrades

The Upgrades feature enables organizations to encourage support for additional fundraising efforts by applying Post-conversion Upgrades to the Lead Page.

Post-conversion Upgrades allow you to redirect your supporters to another Action Page after they have made their initial submission.

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Post-conversion Upgrades

With Post-conversion Upgrades, you can redirect your supporters to one or many additional Action Pages after their initial submission. Before getting started, you will first need to create the individual Action Page(s) you would like supporters directed to.

Once you have built the Action Page(s), return to the Workflows>Upgrade tab within the Builder to set up your Post-conversion Upgrade.

To connect a Post-Conversion Upgrade, select Add post-conversion upgrade, then Click + Create New. You will then be redirected to the Post-Conversion Upgrade editor where you can add a Name to the upgrade and set breakpoints.

Breakpoints allow you to determine which supporters are directed to the upgrade. The default breakpoint is set from $0 - $1,000. At this breakpoint, supporters who gave over $1,000 will not be shown the upgrade. You can adjust the breakpoints to fit your supporter base and needs.

To connect an Action Page(s) to the Post-conversion Upgrade, click + Add New. If multiple Action Pages are selected, they will appear in a grid format for your supporters.

To override the Preset Amounts listed on the Action Page(s) you have connected, click the Override Amounts toggle. An Amounts menu will appear where you can customize the Preset Amounts by Dollar or Percentage.

Click Save before exiting the Pre-conversion editor. You will then be redirected to the Upgrade tab. Next, click Add post-conversion recurring from the Upgrade Workflow list, then select your new Post-conversion Upgrade from the dropdown list. Before exiting the Builder, click Publish in the upper right corner.

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Recovery (Abandoned Actions)

The Abandoned Actions feature automatically sends follow-up emails to supporters who were unable to successfully complete their donation. If a supporter enters their email address on your Donation Page but does not make a successful submission, a custom message will be sent to help recover the lost conversion.

Access the Workflows>Recover tab of the Builder, then click Enable Abandoned Actions to utilize Recovery Messages.

Once you have enabled the feature, customize the following:

• Message Subject (displayed as the email Subject line)
• Message Body
• Page Form Link Text (your donation link will be hyperlinked with this text)
• Contact Delay

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Receipts

The Receipt section in the Lead Page Builder allows customization of the Confirmation Page that supporters see after successfully submitting a Lead Page form.

To customize the Confirmation Page, access the Workflows > Receipt tab of the Builder.

Table of Contents

• Receipt Logo
• Receipt Message
• Callback URL

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Receipt Logo

To add a Logo to your Receipt, click the space above the default Message included in the display on the right. You can then Drag + Drop an image, or click Browse to open the Media Manager. Within the Media Manager, you can upload a new image or select an image you have previously used for the fundraising account. The size of the Logo cannot be adjusted at this time.

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Receipt Message

Sincere gratitude for your donors' generous support is the best way to let them know they are appreciated and encourage future support!

To add a custom Message to your Confirmation Page, click on the existing Text that is included in the display of the Workflows > Receipt tab. A Text Editor will appear, allowing you to add your custom Message. Once you have added your custom Message, click Save within the Text Editor.

Additional details to include in the Message:

• A link to the organization's website or social media pages
• Contact information for the organization
• A reference to the Fund the donor contributed to
• Details for upcoming events or volunteer opportunities

The following Variable Tags are available:

• {first_name}
• {last_name}
• {donation_amount}
• {suffix}
• {title}

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Callback URL

A Callback URL allows you to redirect your supporters to a unique page after a successful submission has been made.

Applying a Callback URL will override the Confirmation Page provided by Anedot. You may redirect your supporters to a new donation page, your organization's website, or a unique Thank You page built outside of Anedot.

To apply a Callback URL, access the Workflows>Receipts tab within the Builder. Within the Receipt tab, scroll to the bottom for the editor and enter the page URL into the Callback URL field.

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Settings

Table of Contents

• Sharing
• General

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Sharing

Table of Contents

• Embed Code
• Page URL
• SEO
• Social Settings
• Page Specific Values
  
  

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Embed Code

The Embed Code can be used to embed your Anedot Lead Page directly into your website using an iFrame.

While the Embed Code is available for power users, Anedot generally recommends utilizing the Hosted Page (Share URL) over iFrames. Here’s why:

• Embedded pages rely on your webpage security and may be less secure than a hosted page.
• You may have reduced conversion rates due to connection issues with the server.
• Design elements and page disclaimers are excluded from embedded pages and require customization using HTML and CSS within your webpage builder.
• Supporters may experience errors accessing an embedded page from mobile devices.

When completing the setup of your webpage, we recommend testing the compatibility of your page with different browsers and devices.

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Page URL

The Page URL is what makes each individual Action Page unique. If you have already used /donate as the Page URL for another Action Page, it cannot be used again.

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SEO

Customize the SEO (Search Engine Optimization) by adding a Title Tag and Meta Description. This information will be used when your page is public and appears in search results.

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Social Settings

Add a Share Title, Share Description, and Share Images to the Social Settings tab. This data will auto-populate when the Action Page is shared on social media platforms, and through text.

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Page Specific Values

Within the Page Specific Values tab, you can add a Source Code and Page Values for Custom Hidden Fields.

A Source Code can be applied at the page level in the Default Source Code field. When a Source Code is applied, it will show within the Page URL. You can remove this from the Page URL and the Source Code will still track successfully.

When Custom Hidden Fields are added within the Form tab of the Builder, you will be able to apply a custom Page Value for the Hidden Field Key on this tab.

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General 

To add Tracking Codes and Custom CSS to your action page, access the Settings-General tab within the Builder.

For further information on how to set up tracking for Anedot pages, check out our Tracking Codes guide here!

To request access to Custom CSS, please contact our Support team here.