User journeys
Audit a Donation Form and Recurring Gift Flow
Published by whatisADA / Grow Wild Agency · Updated
Purpose and preparation
Review how a donor selects an amount, frequency and payment route, then understands the commitment. Use a payment sandbox. Include the distinction between one-time and recurring gifts in the test evidence.
A practical example
A donor chooses a custom monthly amount, adds a dedication and reviews any optional fee contribution.
How to check it
- Inspect the amount and frequency controls, including their names and selected states. Verify that a custom amount has clear currency and format instructions.
- Test dedication fields, optional fee choices and payment errors. Check that changing frequency updates the summary without silently changing unrelated selections.
- Review the final amount and recurring terms before confirming a sandbox gift. Verify that the completion message and receipt information match the selection.
What can be missed
A visually emphasized recurring option can be mistaken for a one-time gift if the selected state is unclear. Do not rely on color or position to communicate the commitment.
Record your test
Use this worksheet to record what you actually checked. Notes stay on this device when you choose Save; they are not sent to us. Avoid personal or confidential information on shared devices.
These are your observations, not automated results or a conformance certificate. A complete evaluation needs appropriate scope, supported technologies, all applicable criteria and relevant page states.
Primary sources and scope
This is independent implementation guidance with original examples. The linked standard contains the full definitions, exceptions and conformance requirements. A criterion or checklist alone does not establish legal applicability or whole-site conformance.