Qgiv Form Setup

There are several types of forms that you can create with Qgiv for accepting donations and event registrations on-line and then importing these into ExceedFurther. You work with Qgiv to create these forms, using the fields that can be readily imported into the correct places in ExceedFurther.

The form types available are:

  1. Campaign - use this form to accept donations for a specific campaign. Names imported from a Campaign type form are added to the prospect list within the Campaign Manager for the campaign. The gifts are added to each donor's giving history.
  2. Event - use this form for registering attendees at an event. Names imported from an Event type form are added to the RSVP list within the Event Manager for the event. If the registrant paid to attend, the gift is added to their giving history.
  3. Gift - use this form for accepting on-line donations, including gifts, recurring gifts, and pledges. Use the Membership type form for accepting dues.
  4. Membership - use this form to accept membership dues. Donations imported from a Membership type form create or update membership information for the people who use the form, including join and expiration dates and membership levels.

When you open the Form List tab of the Qgiv interface, a list of your organization's forms created by Qgiv appears. For each form, you need to assign a form type so that the information is correctly imported into ExceedFurther from that form, as indicated by the form type.

If you do not see a list of your Qgiv forms, it may be that you have not signed in to your Qgiv account from ExceedFurther, by supplying the Qgiv API key. Use the Sign In drop down in the upper right corner of the Qgiv tab to enter your Qgiv API Key and establish a link from ExceedFurther to your account in Qgiv.

For each form in the list, do the following:

  1. Click on the Edit link in the row of the form name.
  2. Select the form type from the list.
  3. Click on Save.
  4. Each time you work with Qgiv to create a new form, return to this tab to enter the form type.

Once you have set the form types for each form, you are ready to create mappings and set defaults for each form. Mappings indicate exactly where each piece of data from the on-line form should appear in ExceedFurther. For example, a form may include a field for designating a gift for a specific purpose. This field would normally map to the gift Fund code in ExceedFurther.

When you are ready to create your mappings for a form, please contact the Arreva support team for assistance.