Web Pages Customization Form

Who is your Payment Processor?
You must have a payment processor account or have applied for one before filling out this form.
Payment processor*

Note: If you are not accepting payments on your website, put “not applicable” in payment processor field.
Who is your Main Contact for this project?
Organization Name*
Name*
First Last
Phone*
Email*
Any Special Comments?
PART ONE
Will your Sumac webpages be placed in an iframe on your website?*
An iframe allows you to maintain your website’s header and footer
- Yes
- No
Specify a Colour*
This colour will apply universally to title and button colours on all your integrated web pages. Use in RGB or HEX format to identify your colour choice:
Upload Logo
Provide one Logo in .jpg format in the exact size you would like to appear on your pages.
Max. file size: 512 MB.
Upload Logo
Provide one Logo in .jpg format in the exact size you would like to appear on your pages.
Max. file size: 512 MB.
PART TWO
First, select the pages you want on your website. Then, answer the detailed customization questions below.
- Email Sign-up Page
- Full Address Sign-up Page
- Donation Page
- Membership Pages (available only if you have the Membership Add-On)
- Volunteer Signup Page (available only if you have the Volunteers Add-on)
- Course Registration Pages (available only if you have the Course Registration Add-On)
- Forms (available only if you have the Forms Add-On)
- Ticketing Pages (available only if you have Ticketing add-on)
PART THREE
Email Sign-up Page
Use this picture to answer the questions below.
Page Title
- Email Sign-up
1. What should the title be?
2. Include the 'How did you hear about us?' option?
Note: Choices are populated from your database
- Yes
- No
Note: drop down options will be created by you in your database.
3. Include the 'How should we stay in contact with you?' option?
Note: Choices are populated from your database
- Yes
- No
If you’d like, you can change the wording of “How should we stay in contact with you?”. Let us know what you’d like it to say:
4. What should the text on the button say?
Confirmation Page
What message would you like to appear on the confirmation page?
Any general questions/comments about the Email Sign-Up Page?
Any general questions/comments about the Email Sign-Up Page?
Full Address Sign-up Page
Use this picture to answer the questions below.
Page Title
- Full Address Sign-up
1. What should the title be?
2. Personal Information Fields
By default, your web visitors are asked to fill in each of these personal information fields. If you’d like to remove a field, please tell us which one(s):
3. Include the 'How did you hear about us' option?
Note: Choices are populated from your database
- Yes
- No
Note: drop down options will be created by you in your database.
4. Include the 'How should we stay in contact with you' option?
Note: Choices are populated from your database
- Yes
- No
Note: check box options will be defined by you in your database.
If you’d like, you can change the wording of “How should we stay in contact with you?”. Let us know what you’d like it to say:
5. What should the text on the button say?
Confirmation Page
What message would you like to appear on the confirmation page?
Any general questions/comments about the Full Address Sign-Up Page?
Any general questions/comments about the Full Address Sign-Up Page?
Donation Page
Click this link to help you answer the questions below.
Page Title
- Donation
1. Select your Donation-Amount options
- Only let donors enter their own donation amount
- Only let donors choose from pre-set donation amounts
- Both

Specify the pre-set amounts you would like to use:

2. Let donors apply their donation to a specific fund?
- Yes
- No
Note: drop down options will be defined by you in your Sumac database.
3. Let donors dedicate their gift in honour of someone or something?
- Yes
- No
You can change the title of this field to anything you'd like. Please type in the phrase you'd like to use here:
4. Unique Question option
If you want to ask your donor something unique, here’s a place you can do it!
Include this option on your donations page?
- Yes
- No
You can change the title of this field to anything you'd like. Please type in the phrase you'd like to use here:*
5. Allow donors to specify how they'd like to be recognized?
This is also the place where donors opt to be “Anonymous”.
- Yes
- No
You can change the title of this field if you'd like. Please type in the text you'd like to use here:*
6. AVAILABLE ONLY WITH THE PLEDGES ADD-ON: "Make this a Monthly Gift" wording
Please specify the wording you would like to use for the option of becoming a monthly donor (for example “Sign me up as a Monthly Donor!”):
7. AVAILABLE ONLY WITH THE PLEDGES ADD-ON: Allow donors to pick the day of the month to charge their credit card?
- Yes
- No
Great! What date options would you like to give them?
Confirmation Page
This page displays after your visitor makes their donation. What text would you like to appear?
Any questions/comments about the Donations Page?
Membership Page
Use these pictures to answer the questions below.
Page Title
- Membership
Signup Page
1. Let new members select a language preference when signing up?
- Yes
- No
Note: drop down options will be defined by you in your Sumac database
2. Include the 'How did you hear about us' option?
Note: Choices are populated from your database
- Yes
- No
Note: drop down options will be defined by you in your Sumac database.
3. Include the 'How should we stay in contact with you' option?
Note: Choices are populated from your database
- Yes
- No
Note: drop down options will be defined by you in your Sumac database.
Allow organizations to purchase memberships in your program?
- Yes. Allow organizations to sign up for memberships.
- No. Only individuals can be part of our membership program.
Choose Membership Page
Please note: Membership types, prices and benefits will be customized by you from within your Sumac database.
1. Ask members if they would like to add a donation to their order?
- Yes
- No
Membership Confirmation Page
This page displays after your visitor purchases their membership. What text would you like to appear?
Any general questions/comments about the Membership Pages?
Any general questions/comments about the Membership Pages?
Volunteer Signup Page
Use this picture to answer the questions below.
Page Title
- Volunteer Signup
1. Include text at the top of the signup form?
- Yes
- No
Please type in the text you’d like to use here:
2. Include a language preference drop down?
Note: Choices are populated from your database
- Yes
- No
3. Include a field for birthday?
- Yes
- No
4. Include "opt in for communications” option?
Note: Choices are populated from your database
- Yes
- No
If you would like to change the title of this question, please type in the text you’d like to use here:
5. Include "how did you hear about us" dropdown?
Note: Choices are populated from your database
- Yes
- No
If you would like to change the title of this question, please type in the text you’d like to use here:
6. Include "programs interested in” question?
Note: Choices are populated from your database
- Yes
- No
If you would like to change the title of this question, please type in the text you’d like to use here:
7. Include "volunteer opportunities interested in” question?
Note: Choices are populated from your database
- Yes
- No
If you would like to change the title of this question, please type in the text you’d like to use here:
8. Include “skills you would like to use when volunteering” question?
Note: Choices are populated from your database
- Yes
- No
If you would like to change the title of this question, please type in the text you’d like to use here:
9. Include availability question?
Note: When your web visitor selects the day they’re available, they will be presented with a drop down to indicate which hours they are available for that day.
- Yes
- No
If yes, choose what days to include.*
- Sunday
- Monday
- Tuesday
- Wednesday
- Thursday
- Friday
- Saturday
If you would like to change the title of this question, please type in the text you’d like to use here:
Volunteer Signup Confirmation Page
This page displays after your visitor signs up as volunteer. What text would you like to appear?
Ticketing Customizations
The web pages for this Add-On are heavily dependant on customizations you make in your database. A Sumac Web Integration Guru will reach out to chat about all your customization options for this Add-On!
Course Registration Customizations
The web pages for this Add-On are heavily dependant on customizations you make in your database. A Sumac Web Integration Guru will reach out to chat about all your customization options for this Add-On!
Forms Customizations
The web pages for this Add-On are heavily dependant on customizations you make in your database. A Sumac Web Integration Guru will reach out to chat about all your customization options for this Add-On!
Email
This field is for validation purposes and should be left unchanged.

Web Pages Customization Form

Email Sign-up Page

Full Address Sign-up Page

Donation Page

Membership Page

Signup Page

Choose Membership Page

Volunteer Signup Page

Ticketing Customizations

Course Registration Customizations

Forms Customizations

SOLUTIONS

WHO USES SUMAC

Premium Memberships Package

Take your program further by integrating fundraising.

Includes:

All Basic features:

All Standard features:

Plus:

Standard Memberships Package

Membership purchases flow from your web forms, through payment processing, and into your database, so there's less effort and less errors.

Includes:

All Basic features:

Plus:

Premium Donations Package

Manage complex donations for planned giving and larger gifts.

What's Included

All Basic features:

All Standard features:

Plus:

Standard Donations Package

Donations flow from your website forms, straight through payment processing, and to your database, so there's less effort and less errors.

What's Included

All Basic features:

Plus:

Basic Memberships Package

Manage your members and membership campaigns, engage members, and increasing revenue.

Includes:

Basic Donations Package

Manage your donations and fundraising campaigns, engage donors, and increase revenue.

What's Included

Premium Case Management Package

Take your program to the next level by integrating your fundraising.

Includes:

All Basic features:

All Standard features:

Plus:

Standard Case Management Package

Pre-configured client management modules fit your exact program and make your administration even easier.

Includes:

All Basic features:

Plus:

Basic Case Management Package

Manage intake forms and client data securely so data transitions seamlessly from when a case opens to its close.

Includes:

Wait, don't go away empty handed.