© 2016 Bernard Data Solutions

Building Online Donation Forms Leveraging MyBernard and

SWIFT Capture

About SWIFT Capture

SWIFT Capture is an online Content Management System (CMS) which allows users to create online

donation, event, and order forms tied to specific appeals. These online forms are integrated with

MyBernard, allowing users to tie each form to a specific appeal for perfect tracking of campaign results

in real-time.

You can direct potential donors to your SWIFT Capture forms from your website, online ads, social

media, or email campaigns. When you create email appeals in MyBernard, you can use MailChimp email

templates for your message and include links to the donation page you build with SWIFT Capture.

For more information on pricing and to get started with SWIFT Capture, please contact

sales@bernardsolutions.com.

P a g e | 2 © 2016 Bernard Data Solutions

Building Online Donation Forms Leveraging

MyBernard and SWIFT Capture

Create a Donation Form Using SWIFT Capture

Creating online donation forms is easy and intuitive in SWIFT Capture. You identify the name of your

form, select the layout and background image, and then choose the confirmation message as well as the

Appeal Code.

Note: It is just as easy to create an event registration and ecommerce form.

Track Donation Form Statistics

There are a couple of different ways to track the success of your donation forms.

MyBernard

You can quickly access statistics about your donation pages on the URL Click Stats tab of the View All

Email Jobs page in MyBernard.

P a g e | 3 © 2016 Bernard Data Solutions

Building Online Donation Forms Leveraging

MyBernard and SWIFT Capture

The information available includes total and unique clicks as well as the time and date of the first and

last click on the URL used with your email. You can also find this information on the Pulls Tab of an

Appeal record for the finalized pulls.

Donation page statistics can also be in queries to identify records

based on the information you define. In this example, you create a

contacts query, select the Link clicked from Appeal criteria, and

then enter the appeal ID as well as the link to the donation form

used in your appeal. You can also select a start and end date to

include records for a specific timeframe.

Google Analytics

While MyBernard provides click details for your donation form, Google Analytics gives you additional

information to help determine the success of your form.

This information gives you details about the conversion rate, number of transactions, total revenue, and

unique purchases for a specific timeframe. You can also identify the conversion rates for specific age

groups.

P a g e | 4 © 2016 Bernard Data Solutions

Building Online Donation Forms Leveraging

MyBernard and SWIFT Capture

Additional information available in Google Analytics allows you to track the success of your form by

gender and by state.

P a g e | 5 © 2016 Bernard Data Solutions

Building Online Donation Forms Leveraging

MyBernard and SWIFT Capture

Frequently Asked Questions

The following table identifies the most frequently asked questions about building online donation forms

leveraging MyBernard and SWIFT Capture.

Question Answer

How do I get started with SWIFT Capture? Please contact sales@bernardsolutions.com for

pricing and to get started today.

Is an appeal code required for donation forms?

Yes all forms must have an appeal code. If an

appeal code is not selected, appeal code will

automatically go the default appeal.

How do we access the donation form statistics in Google Analytics?

On the Conversions tab, click the ecommerce

tab to view this information.

How do we add our Google Analytics code to the landing pages so we can track form success?

CDR Fundraising Group will add the code to your

SWIFT forms so you can track the statistics.

How does this work for building many

different forms using SWIFT Capture?

You can use templates for testing to determine

the best ways for building your forms. Once you

have a template you can reuse them as needed

for your forms. You make copies of the template

so you aren't creating it from scratch each time.

You can also use the forms with different appeal

codes so you can track the success of different

appeals.

If a recipient forwards an email, their information is auto-filled in the fields on the form. Is there a way to fix this?

When an email with source codes is forwarded

to another recipient, their information will

display in the fields on the form. This is normal

for forms that use auto-fill. We recommend that

you add a caveat to your email that states “your

information will display in the form fields if you

forward this email to other recipients.”