Empowering fundraisers to craft memorable donation experiences

Helping fundraisers create exceptional donation experiences. Processing over $25,000 in donations.

Designer / Product Manager

April 2022 - July 2022

Outcome

We launched the donation form builder with 5 charities across Canada. They would eventually become paying customers and would process over $25,000 in donations.

$25,000

in donations

5

new customers

11

fundraisers

Why donation forms?

Donation forms are key drivers of charity and non-profit revenue - with online giving increasing by 21% over the last year amid the COVID-19 pandemic. The importance of providing a world-class donation experience is becoming ever more important as donor preferences evolve.

The problem

I interviewed 7 staff from our partners and an additional 6 staff from other organizations. I discovered that despite online donations being an essential part of the fundraising process, fundraisers had very little knowledge about how to create a good donation experience.

Form building tools offer limited control over the look and feel. When they do, users feel overwhelmed by the range of customization and use them inadqueately. I eventually arrived at the problem statement below:

“I often don’t know where to start. I’m overwhelmed by all the different options and I’m not given enough guidance.”

— Jillian, Executive Assistant

“The tool we use is so limiting in terms of what kind of customization options I have.”

— Michael, Board Member

Phase

Awareness

Consideration

Research

Intent

First Gift

Engaged

Fatigue

Lapsed

Goals

Find an organization that supports a cause they're interested in.

Narrow down the different options they have.

Understand their impact and how the charities use their donation.

Select a charity to support and find a way to make a donation.

Support an organization that aligns with their values.

Learn more about their programs and their mission.

Reduce support to the organization.

Find another charity to support.

Emotions

Intrigued by how different organizations address a social problem.

Overwhelmed by the amount of different organizations are out there.

Skeptical about the charity and the information available to them.

Annoyed with the donation form experience and lack of personalization.

Enthusiastic about supporting an organization that solves an important social problem.

Delighted with how the charity fulfills their mission.

Frusturated with the organization but still hopeful.

Dissatisfied and disappointed with the charity.

Activities

  • Searched for charities that support a particular social problem.
  • Checks charity aggregate sites like CanadaHelps.
  • Forms initial opinion of the different charities and considers supporting the charity.
  • Considers other charities that address similar issues.
  • Visits website, donation form, social media.
  • Conducts research on the legitimacy of the charity through third party sources.
  • Consults reviews on Google and Facebook to understand the organization's impact.
  • Connects with people from the organization
  • Chooses a charity and decides to make a donation.
  • Visits the charity's donation form and goes through the form.
  • Makes their first donation to the organization.
  • Shares their gift on social media.
  • Deepens understanding and affinity for the organization and their impact by consuming content.
  • Engages with the charity via social media or directly with a fundraiser.
  • Reduces donation frequency.
  • Decreases donation amount.
  • Cancels their donation.
  • Unfollows the organization on social media and other channels
  • Stops responding to calls or letters

Pain Points

  • Difficult to sift through the thousands of different charities that solve similar social problems.
  • Searching for organizations that support specific causes can be difficult
  • Finds it difficult to sift through organization's websites to find the necessary information.
  • Unable to find information about impact.
  • Can’t find connections to the organization to learn more.
  • No mechanism to compare organizations outside of a mental list or spreadsheet.
  • Finds donation forms difficult to use.
  • Often unsure about the impact of their donation.
  • Finds forms poorly branded.
  • Some organizations don't have donation forms - rely on PayPal or E-Transfers.
  • Not properly thanked for their donation.
  • Not always followed-up with following their donation.
  • They don't always receive donation receipts.
  • Has to contact organization to increase their contribution or change frequency of donations.
  • Don’t receive personalized content.
  • Has to jump through hoops to lower their contribution
  • Finds it difficult to talk to someone within the organization since they're not "major donors".
  • Don’t receive personalized content.
  • Has to jump through hoops to stop contribution.
  • Continues to receive marketing and promotional content despite their dissatisfaction with the organization.

Understanding donor pain points

While I had an understanding of the fundraiser problems, I wasn’t considering the donor experience. Without an understanding the donor pain points, I couldn’t address the issue of lost revenue.

I approached this by interviewing 11 donors and put together this journey map to get a better understanding of the donor experience and see how we can them with the form builder.

Mapping donor pain points to features

Form builder should enable fundraisers to build delightful experiences that addresses donor pain points. Our goal was to have the donor experience baked into every feature we build.

We came up with features based on discussions with our partners and a thorough analysis of our competitor’s products.

Pain Point

Opportunity

Feature

Unsure about the

impact of their gift

Communicate the

impact of their gift

Preset amounts with custom descriptions

Forms have poor

branding

Easily include custom branding in the form

Custom messaging

and colours

Donor not thanked

for their donation

Easily include custom thank you messaging

Custom thank you page

Donors forced to contact the org to change their gift

Donor self-service

Donor portal

Build donation forms

Create causes

Manage forms

Manage causes

Setup

form

Customize messaging

Customize theme

Edit donation amounts

Change thank

you page

Learn how to implement

View dashboard

View form overview

Create new cause

Manage causes

View cause overview

Edit existing

cause

Name form

Create URL

View message

in form

Add headline copy

Add body copy

View theme

in form

Add header image

Add logo

Select colours

Check accessibility

View amounts in form

Add preset amounts

Add preset descriptions

Add custom description

View thank you

in form

Add headline copy

Add body copy

Add survey link

Embed iFrame on website

Embed donate button

Contact support

Create new form

View all form metrics

Search all existing forms

View active forms

View drafts

Edit Form

Preview form

Share form link

View form metrics

View gifts and donor from form

Name cause

Add internal description

Save cause

Create new cause

View metrics

View existing causes

View archived causes

View donors

in cause

View gifts

in cause

Edit cause

Archive cause

Edit cause name

Edit cause description

Save changes

Activities

Tasks

Sub-tasks

Mapping out user stories

I created a user story map to capture the different activities and user goals. This would allow me to focus on user problems instead of being bogged down by pages of requirements.

Wireframing the form builder

Since we were launching a brand new product, it was important for us to get an idea of some of the core aspects of the product and how content would be organized on the page. To do this I did a few wireframes to understand the overall structure and how users might interact with it.

Back

Next

Step 1: Set up form

Custom URL (required)

Owner (required)

Configure settings for your donation form.

Give the form a link that clearly identifies it.

Select a team member that will receive notifications regarding your form.

Form name (required)

Used internally and won’t be seen by donors.

Input field

Input field

Input field

Donation form breakdown

I didn’t need to reinvent the wheel with donation forms. I went with many tried and true patterns that were proven to have positive effects on conversion.

This included multi-step forms, progress indicators, and pinned buttons.

Donate today

We’re a global organization working to end the injustice of poverty.

Your donation will help us save lives in disasters and tackle the root causes of poverty.

How would you like to

make your donation?

Monthly

One-time

Next

Multi-step form

Reduces cognitive load and helps donors focus on a single task.

Custom messaging

Organizations can effectively communicate their mission to prospective donors.

Organizations can also replace the background with an image.

Pinned button

Optimized for seamless

forward navigation.

Usability testing - Donation Forms

11 donors

It was important that the we recruited a diverse group of individuals to get an understanding of the types of donors.

7 staff from partner organizations

We conducted tests with the staff from our 4 partner organizations since they would have a unique perspective on the donation forms.

Outcome

After synthesizing all the feedback, I revised the designs to address the pain points that participants were experiencing. I also made UI improvements to improve the visual design.

You can view a breakdown of the decisions or view the final prototypes.

Usability testing - Form builder

Improving the UI to match a user’s mental model

It was clear that participants were getting confused about certain aspects of the form builder so, I had to revisit the patterns and validate their effectiveness.

Meeting user needs

During testing, I quickly realized that some important features were missing and that it didn’t accurately capture a user’s workflow. More specifically, controlling how donors cover fees and customizing the follow-up email.

Writing requirements

After a final design review with the rest of the team, I create a list of product requirements that I would use to hand off to my team’s developer. It provided us with a better idea of the effort required and how we should prioritize the work.

Once I wrote the requirements and reviewed them with the team, I created tickets in Notion, segmented them into a couple of releases, and created a backlog of follow-up work.

Final product

Participants found the form builder easier to use, with some citing that it was an improvement over their previous experiences. Usability testing also showed that fundraisers were able to easily build a donation form.

You can view the final prototype which includes the onboarding, form builder, causes, and relevant dashboards.

Reflections

The difficulties of designing for multiple user groups

When I first started thinking through the form builder, I thought my main goal was to only solve problems for fundraisers. However, as I continued to learn about the project, I quickly realized that form builder should not only be a tool that makes a fundraiser’s job easier but one that enables exceptional donor experiences.

Ultimately this project reminded me take a first-principles approach to building a product and think more deeply about the different user groups that would be affected by this product.

Creating a product using limited data

Due to the nature of the non-profit industry, finding data and understanding the current state was quite difficult. Based on primary and secondary research, we knew there was a conversion problem and as a result organizations were missing out on potential revenue.

I had to rely on qualitative data via surveys, user research, and usability testing to understand the pain points and arrive at a solution. We had to take a research > build > launch > monitor approach which challenged me to think about the gaps we needed to fill and what data we needed to collect once we launch the feature.

Email

LinkedIn

© Chris Tran 2025 All Rights Reserved

Empowering fundraisers to craft memorable donation experiences

Helping fundraisers create exceptional donation experiences. Processing over $25,000 in donations.

Designer

Product Manager

April 2022 - July 2022

Outcome

We launched the donation form builder with 5 charities across Canada. They would eventually become paying customers and would process over $25,000 in donations.

$25,000

in donations

5

new customers

11

fundraisers

Why donation forms?

Donation forms are key drivers of charity and non-profit revenue - with online giving increasing by 21% over the last year amid the COVID-19 pandemic. The importance of providing a world-class donation experience is becoming ever more important as donor preferences evolve.

The problem

I interviewed 7 staff from our partners and an additional 6 staff from other organizations. I discovered that despite online donations being an essential part of the fundraising process, fundraisers had very little knowledge about how to create a good donation experience.

Form building tools offer limited control over the look and feel. When they do, users feel overwhelmed by the range of customization and use them inadequately.

“I often don’t know where to start. I’m overwhelmed by all the different options and I’m not given enough guidance.”

— Jillian, Executive Assistant

“The tool we use is so limiting in terms of what kind of customization options I have.”

— Michael, Board Member

Understanding donor pain points

While I had an understanding of the fundraiser problems, I wasn’t considering the donor experience. Without an understanding the donor pain points, I couldn’t address the issue of lost revenue.

I approached this by interviewing 11 donors and put together this journey map to get a better understanding of the donor experience and see how we can them with the form builder.

Phase

Awareness

Consideration

Research

Intent

First Gift

Engaged

Fatigue

Lapsed

Goals

Find an organization that supports a cause they're interested in.

Narrow down the different options they have.

Understand their impact and how the charities use their donation.

Select a charity to support and find a way to make a donation.

Support an organization that aligns with their values.

Learn more about their programs and their mission.

Reduce support to the organization.

Find another charity to support.

Emotions

Intrigued by how different organizations address a social problem.

Overwhelmed by the amount of different organizations are out there.

Skeptical about the charity and the information available to them.

Annoyed with the donation form experience and lack of personalization.

Enthusiastic about supporting an organization that solves an important social problem.

Delighted with how the charity fulfills their mission.

Frusturated with the organization but still hopeful.

Dissatisfied and disappointed with the charity.

Activities

  • Searched for charities that support a particular social problem.
  • Checks charity aggregate sites like CanadaHelps.
  • Forms initial opinion of the different charities and considers supporting the charity.
  • Considers other charities that address similar issues.
  • Visits website, donation form, social media.
  • Conducts research on the legitimacy of the charity through third party sources.
  • Consults reviews on Google and Facebook to understand the organization's impact.
  • Connects with people from the organization
  • Chooses a charity and decides to make a donation.
  • Visits the charity's donation form and goes through the form.
  • Makes their first donation to the organization.
  • Shares their gift on social media.
  • Deepens understanding and affinity for the organization and their impact by consuming content.
  • Engages with the charity via social media or directly with a fundraiser.
  • Reduces donation frequency.
  • Decreases donation amount.
  • Cancels their donation.
  • Unfollows the organization on social media and other channels
  • Stops responding to calls or letters

Pain Points

  • Difficult to sift through the thousands of different charities that solve similar social problems.
  • Searching for organizations that support specific causes can be difficult
  • Finds it difficult to sift through organization's websites to find the necessary information.
  • Unable to find information about impact.
  • Can’t find connections to the organization to learn more.
  • No mechanism to compare organizations outside of a mental list or spreadsheet.
  • Finds donation forms difficult to use.
  • Often unsure about the impact of their donation.
  • Finds forms poorly branded.
  • Some organizations don't have donation forms - rely on PayPal or E-Transfers.
  • Not properly thanked for their donation.
  • Not always followed-up with following their donation.
  • They don't always receive donation receipts.
  • Has to contact organization to increase their contribution or change frequency of donations.
  • Don’t receive personalized content.
  • Has to jump through hoops to lower their contribution
  • Finds it difficult to talk to someone within the organization since they're not "major donors".
  • Don’t receive personalized content.
  • Has to jump through hoops to stop contribution.
  • Continues to receive marketing and promotional content despite their dissatisfaction with the organization.

Mapping donor pain points to features

Form builder should enable fundraisers to build delightful experiences that addresses donor pain points. Our goal was to have the donor experience baked into every feature we build.

We came up with features based on discussions with our partners and a thorough analysis of our competitor’s products.

Pain Point

Opportunity

Feature

Unsure about the

impact of their gift

Communicate the

impact of their gift

Preset amounts with custom descriptions

Forms have poor

branding

Easily include custom branding in the form

Custom messaging

and colours

Donor not thanked

for their donation

Easily include custom thank you messaging

Custom thank you page

Donors forced to contact the org to change their gift

Donor self-service

Donor portal

Mapping out user stories

I created a user story map to capture the different activities and user goals. This would allow me to focus on user problems instead of being bogged down by pages of requirements.

Build donation forms

Create causes

Manage forms

Manage causes

Setup

form

Customize messaging

Customize theme

Edit donation amounts

Change thank

you page

Learn how to implement

View dashboard

View form overview

Create new cause

Manage causes

View cause overview

Edit existing

cause

Name form

Create URL

View message

in form

Add headline copy

Add body copy

View theme

in form

Add header image

Add logo

Select colours

Check accessibility

View amounts in form

Add preset amounts

Add preset descriptions

Add custom description

View thank you

in form

Add headline copy

Add body copy

Add survey link

Embed iFrame on website

Embed donate button

Contact support

Create new form

View all form metrics

Search all existing forms

View active forms

View drafts

Edit Form

Preview form

Share form link

View form metrics

View gifts and donor from form

Name cause

Add internal description

Save cause

Create new cause

View metrics

View existing causes

View archived causes

View donors

in cause

View gifts

in cause

Edit cause

Archive cause

Edit cause name

Edit cause description

Save changes

Activities

Tasks

Sub-tasks

Wireframing the form builder

Since we were launching a brand new product, it was important for us to get an idea of some of the core aspects of the product and how content would be organized on the page. To do this I did a few wireframes to understand the overall structure and how users might interact with it.

Back

Next

Step 1: Set up form

Custom URL (required)

Owner (required)

Configure settings for your donation form.

Give the form a link that clearly identifies it.

Select a team member that will receive notifications regarding your form.

Form name (required)

Used internally and won’t be seen by donors.

Input field

Input field

Input field

Donation form breakdown

I didn’t need to reinvent the wheel with donation forms. I went with many tried and true patterns that were proven to have positive effects on conversion.

This included multi-step forms, progress indicators, and pinned buttons.

Donate today

We’re a global organization working to end the injustice of poverty.

Your donation will help us save lives in disasters and tackle the root causes of poverty.

How would you like to

make your donation?

Monthly

One-time

Next

Multi-step form

Reduces cognitive load and helps donors focus on a single task.

Custom messaging

Organizations can effectively communicate their mission to prospective donors.

Organizations can also replace the background with an image.

Pinned button

Optimized for seamless

forward navigation.

Usability testing - Donation Forms

11 donors

It was important that the we recruited a diverse group of individuals to get an understanding of the types of donors.

7 staff from partner organizations

We conducted tests with the staff from our 4 partner organizations since they would have a unique perspective on the donation forms.

Outcome

After synthesizing all the feedback, I revised the designs to address the pain points that participants were experiencing. I also made UI improvements to improve the visual design.

You can view a breakdown of the decisions or view the final prototypes.

Usability testing - Form builder

Improving the UI to match a user’s mental model

It was clear that participants were getting confused about certain aspects of the form builder so, I had to revisit the patterns and validate their effectiveness.

Meeting user needs

During testing, I quickly realized that some important features were missing and that it didn’t accurately capture a user’s workflow. More specifically, controlling how donors cover fees and customizing the follow-up email.

Writing requirements

After a final design review with the rest of the team, I create a list of product requirements that I would use to hand off to my team’s developer. It provided us with a better idea of the effort required and how we should prioritize the work.

Once I wrote the requirements and reviewed them with the team, I created tickets in Notion, segmented them into a couple of releases, and created a backlog of follow-up work.

Number

Epic

Feature

User Story

Acceptance Criteria

OB001

Required Steps

Organization Information

As a first-time form builder user, I would like to add important organization information.

  1. If user clicks CTA, take them to a page that asks them to fill out their organization information.
  2. User should be able to upload their logo.
  3. User should be able to add their organization's name and charity registration number.
  4. User should be able to add their organization's address.
  5. User should be able to upload a picture of their authorized individual.
  6. User should be able to add the name of their authorized individual and their title/role.
  7. Clicking cancel should take them back to the checklist and the step should be in the incomplete state.
  8. Completing cause should change progress bar to 25%.

OB002

Required Steps

Connect Stripe

As a first-time form builder user, I would like to connect my Stripe account with Prospr.

  1. If user clicks CTA, take them to Stripe connection page.
  2. Completing step should change progress bar to 50%.

OB003

Required Steps

Add causes

As a first-time form builder user that hasn't created any causes, I would like to create a new cause.

  1. If user has already created a cause before, checklist should already show completed.
  2. If user hasn't already created a cause, navigate them to new page that asks them to create a default cause.
  3. If creating default cause, cause name should be in the disabled state.
  4. If user clicks create cause, take them back to checklist.
  5. If user clicks create and add another, present them. empty cause creation screen. Clicking creating cause should take them back to the checklist.
  6. Clicking cancel should take them back to the checklist and the step should be in the incomplete state.
  7. Completing step should change progress bar to 75%.

FB001

Form Builder

Preview

As a user, I would like to be able to preview my form and the changed I'm making in the form builder.

  1. User can select mobile, tablet, or desktop.
  2. Preview screen will depend on the step being edited.

FB002

Form Builder

Progress indicator

As a user, I would like to be shown which step I'm on and how which steps are remaining.

  1. For a completed step, show blue checkmark.
  2. For current step, show step with number highlighted in blue.
  3. For incomplete step, show step with number highlighted grey.
  4. If user navigates back from a completed step, show outline circle with blue checkmark.

FB003

Form Builder

Form Setup

As a user, I would like to enter administrative information that would help manage the donation form.

  1. User should be able to enter the internal name of their form.
  2. User should be able to add an optional description to the form.
  3. User should be able to enter a custom URL that uses the domain Prospr.cc/.
  4. User should be able to add an owner of the donation .form. The owner can only be someone that is currently within the organization's team.

FB004

Form Builder

Message

As a user, I would like to customize the message on my donation form.

  1. User should be able to customize the headline of the form up to 50 characters.
  2. There should be option to customize the subtitle of the message up to 250 characters.
  3. Preview screen should be screen with the right side greyed out as to not distract users from the message.
  4. On mobile, the banner should increase in size as more text is added.

FB005

Form Builder

Theme

As a user, I would like to customize the theme of my donation form.

  1. Preview screen show Step 1: Frequency with an already selected option.
  2. User should be able to add an optional background image.
  3. If a background image is added, a modal to crop the background image should pop up. Crop area should be 640x360 px.
  4. If a background image is added, an overlay (#1A1A1A, 50%) should be added and text should be white. Text should have a dropshadow (see designs for speicifications).
  5. User should be be able to select a primary colour. The colour should be applied to: primary buttons, progress bar, and the selected state of selection buttons.
  6. Opening the dropdown should provide a list of preset colours with an input field to enter a hexcode.
  7. Selecting a preset colour should populate the input field with the colour's hexcode.
  8. If the selected colour passes, show the "Passed" tag. If the selected colour fails, show the "Failed" tag.

FB006

Form Builder

Donation Amounts

As a user, I would like to customize the donation amounts that a donor can choose from.

  1. Preview screen show Step 3: Donation Amounts with unfilled preset amounts.
  2. When not filled, buttons should say add. When filled, buttons should say edit.
  3. Clicking add should open up a modal that prompts the user to enter an amount and a description up to 120 characters.
  4. The information in the box should reflect the information that the donor entered.
  5. By default, the amounts should be ordered by highest to lowest donation amount.
  6. Users should have a checkbox option to order the donation amounts from lowest to highest.
  7. Users should be able to enter a description for the custom amount up to 120 characters.

FB007

Form Builder

Processing Fees

As a user, I would like to be able to setup how donors cover processing fees for their donation.

  1. Preview screen show Step 6: Payment Information.
  2. Users should be given the option to choose whether the fees should be covered by default.
  3. Selecting yes should bring up the thank you message. Selecting no should hide it.
  4. Users should be required to provide a custom thank you message up to 120 characters.

FB008

Form Builder

Thank You Page

As a user, I would like to customize the thank you message a donor sees once they donate.

  1. Preview screen show Step 7: Thank You Page.
  2. User should be able to add an optional header image.
  3. User should be able to customize the headline up to 50 characters.
  4. User should be able to customize the thank you message up to 500 characters.
  5. User should be able to customize the text and URL of the button.

FB009

Form Builder

Email

As a user, I would like to customize the email that a donor receives after their donation.

  1. Preview screen show the email template.
  2. User should be able to customize the subject line up to 50 characters.
  3. User should be able to add an optional header image.
  4. User should be able to customize the body of the email.
  5. There should be a preset "Dear {Donor First Name}" that appears but donors cannot change.

DB001

Dashboard

All Forms

As a user, I would like to see all the donation forms I've created in one table.

  1. Button to create a new form that takes them to the first step of form builder.
  2. User should see metrics for all donation forms: Active forms, total amount raised, average donation, total transactions.
  3. User should be able to navigate a table showing donation forms - tabs: all, active, drafts, and archived forms.
  4. User should be able to search table and use filters: date created, saved forms.

DB002

Dashboard

Individual Form Summary

As a user, I would like the view a summary of an individual donation form on a single page.

  1. User should be able to edit the form which takes them to an already completed donation form. Users can navigate between steps by clicking the progress bar.
  2. If a user clicks preview, they should be taken to the live donation form.
  3. If a user clicks share link, the custom url should be saved to their clipboard.
  4. Users should see metrics: gross donations, fees, net donations, total gifts.
  5. Users should be able to navigate between gifts and donors tabs on the table.
    1. Gifts filters: cause, frequency, date
    2. Donors filters: type, date.
  6. Users should be able to navigate to an implementation tab which shows them instructions on how to implement the form on their website.

C001

Causes

Empty State

As a first time form builder user, I would like to see a page that prompts me to create my first cause.

  1. If no caues are created, users should see an empty state w/ CTA to prompt them to create their first cause.
  2. Clicking CTA takes them to create a new cause.
    1. If user creates their first cause, user should be prompted to create the default cause "area of greatest need".

C002

Causes

Create New Cause

As a user, I would like to have the ability to create a new cause.

  1. User should be able to name their cause.
  2. User should be able to add an optional internal description.

C003

Causes

Edit Cause

As a user, I would like the ability to edit a cause I created.

  1. User should be able to edit the name of their cause.
  2. User should be able to edit the description of their cause.

C004

Causes

All Causes Dashboard

As a user, I would like to see all the causes I've created.

  1. User should be able to see a table with active and archived causes.
  2. Users should be able to search causes or filter them by saved causes.

C005

Causes

Cause Overview Page

As a user, I would like to view an overview of a cause I created.

  1. User should be able to archive an active cause
    1. If a user tries to archive a cause, a modal should pop up that asks to confirm that they want to archive the cause.
  2. User should be able to edit the cause which takes them to the edit cause flow.
  3. User should be able to see cause metrics: total donations, average donation, total gifts, total donors.
  4. User should be able to see a table and navigate between a gifts and donors tab.
    1. Gift filters: frequency, date.
    2. Donor filters: donor type, date.

OB004

Required Steps

Launch Form

As a first-time form builder user, I would like to create my first form after completing the necessary steps.

  1. Clicking CTA should take them to Step 1 of the form builder.

Final product

Participants found the form builder easier to use, with some citing that it was an improvement over their previous experiences. Usability testing also showed that fundraisers were able to easily build a donation form.

You can view the final prototype which includes the onboarding, form builder, causes, and relevant dashboards.

Reflections

The difficulties of designing for multiple user groups

When I first started thinking through the form builder, I thought my main goal was to only solve problems for fundraisers. However, as I continued to learn about the project, I quickly realized that form builder should not only be a tool that makes a fundraiser’s job easier but one that enables exceptional donor experiences.

Ultimately this project reminded me take a first-principles approach to building a product and think more deeply about the different user groups that would be affected by this product.

Creating a product using limited data

Due to the nature of the non-profit industry, finding data and understanding the current state was quite difficult. Based on primary and secondary research, we knew there was a conversion problem and as a result organizations were missing out on potential revenue.

I had to rely on qualitative data via surveys, user research, and usability testing to understand the pain points and arrive at a solution. We had to take a research > build > launch > monitor approach which challenged me to think about the gaps we needed to fill and what data we needed to collect once we launch the feature.

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