Gift and payment details can be collected on a Slate form using Slate Payments. This form must include person information that can match onto records that already exist in your database or create new records. This overview walks through how to collect pledges on external forms and how to configure the payment widget using a simple calculation.

Pledging via Form

When “Make a Pledge” is selected, the form dynamically shows pledge related questions. All pledge fields can be dragged and dropped from the form palette. In this section, a payment widget will not be included.

🔔 Important!

The following fields should be included on a person-scoped form to create a new/match to an existing record:

• First Name

• Last Name

• Birthdate

• Email Address

• Gift Type

• Gift Status

• Gift Fund

• Gift Amount