Reference
Native Custom Ask String / Swap Lists
This is documentation about managing the ask string swap list in Engaging Networks and is not specific to ENgrid, but it comes up often enough that we have a step-by-step guide. Here is how to update One-time or Monthly giving amounts on a page that uses a Form Component with a Swap List.
Step | Instruction | Screenshot |
---|---|---|
1 | Edit the Form Component with the “Donation Amount” field. | screenshot |
2 | If linked, unlink the Form Component from the Component Library. | screenshot |
3 | Save the form component back to the component library with an appropriate name that includes the amounts. | screenshot |
4 | Click the Dependencies icon. | screenshot |
5 | Click the pencil (edit) icon on your desired option in the pop-up. | screenshot |
6 | Manage the “Swap List” by clicking the pencil icon next to the associated Swap List. | screenshot |
7 | Click the pencil icon next to the Monthly Swap List in the pop-up. | screenshot |
8 | Edit the pre-defined giving amounts for Monthly. | - |
9 | IMPORTANT: Ensure the value is updated when changing the label. | screenshot |
10 | IMPORTANT: The last option should always be “Other” with a value of “other”. | screenshot |
11 | IMPORTANT: Understand how the default amount for the One-time Swap List works. | recording |
12 | Save the swap list, and close the pop-up. | screenshot |
13 | Save the alternative content, and close the pop-up. | screenshot |
14 | Save the field update. | screenshot |
15 | Save the dependency configuration, and close the pop-up. | screenshot |
16 | Save the page. | screenshot |
17 | Note the instant changes on the page you were editing if the form is saved to the Library. | - |
18 | Be aware that other pages using the same Library Form Component could take up to 1hr for the changes to propagate. | - |