Donations docs
Donation pages
A donation page in Mercleo is built from a donation product: a named giving ask with suggested amounts, a public link, and optional branding. You create products under Giving → Donations, configure them in a full-page editor, then share the link so donors can give without an account.
Donation products need two things enabled to appear at all: your account's Giving module and Donor management switched on for your workspace. If either is missing, Giving does not appear in your sidebar and the account runs in sales-CRM mode.
Creating a donation product
On the Donation Products page, click New donation product. The dialog asks for two fields:
- Name: required. The display name for this giving ask (for example, Annual Fund). Submitting a blank name returns "A name is required."
- Link: the
/hub/donate/slug. It auto-fills from the name (lowercased and hyphenated) until you edit it.
Click Create and Mercleo opens the product editor so you can set amounts, branding, and other options. New products start as Active with currency CAD and a $1.00 minimum custom amount until you change them.
The link slug must be 2–64 characters, start with a letter or digit, and contain only lowercase letters, digits, and hyphens. Slugs only have to be unique within your account, not across all of Mercleo, so a taken slug returns "A donation product with that link already exists."
Setting amounts and gift handling
The editor opens on the Settings tab, which holds three sections: Details, Amounts, and Gift handling.
In Details you can edit the Name, an optional Description (what the gift supports), and the Link slug.
In Amounts, add one Suggested amount per row with the Add amount button. Enter each as a dollar value (Mercleo stores them as cents). The Allow custom amount toggle lets donors enter their own amount; when on, the Minimum amount sets the floor for that custom entry. Currency offers CAD or USD. The minimum applies only to custom amounts: a suggested amount below the minimum is still valid, since donors can pick it from the buttons.
In Gift handling, set the Default gift type: One-time gift, Recurring gift, or Pledge. You can also link a Fundraising campaign so gifts through this page count toward that campaign's goal, or leave it as No campaign. The Active toggle controls whether the product accepts donations.
Click Save in the header to commit every tab at once. Saving with an empty name returns "A name is required." and an empty link returns "A link slug is required."
Branding the public page
The Appearance tab controls how the public donation page looks, across three sections:
- Brand color: an accent color (set via the color picker or a hex value) applied to the amount buttons and the Donate button on your public page. Leave it blank to use the default theme; a Reset button clears a chosen color.
- Images: a Logo URL shown at the top of the donation card, and a Cover banner URL shown full-width across the top of the page. Both take a hosted image URL and render a live preview. There is no upload here, so host the image somewhere public first, then paste its address into the field.
- Footer: the Hide "Powered by Mercleo" toggle removes the footer for a fully white-labeled page.
Sharing the donation link
The Share tab shows the full public checkout URL with a Copy share link button. The header's View page button opens that same page in a new tab.
Activating, deactivating, and archiving
Each row on the Donation Products list has an Active toggle, and the editor has the same control in its Gift handling section. An inactive product can't accept donations, but its record and link stay in place so you can turn it back on later.
To retire a product, open it and choose Archive product from the actions menu (the three-dot button in the header). The confirmation reads "Archive "<name>"? It stops accepting donations and is hidden from the list."
| Behavior | Active off | Archived |
|---|---|---|
| Accepts new donations | — | — |
| Stays in the products list | ✓ | — |
| Reversible from the list | ✓ | — |
| Keeps its public link | ✓ | ✓ |
Updated