Edit a Donation Form

You can change a donation form's attributes (except for changing the template) before and after publishing. Be sure to validate the form to ensure the updates do not introduce errors. To make an existing donation form responsive, see Making a Responsive Donation Form.

1. Go to Fundraising > Donation Management.

2. On the Campaign List page, click Manage from the Actions column of the appropriate campaign.

3. On the Donation Form List page, click Edit from the Actions column of the appropriate donation form.

4. From the options along the left, click the appropriate task to locate the item.

5. Choose an area to update.

   • Autoresponders, go to Configure Autoresponders

   • Billing information fields, go to Design Donor Screens

   • Button labels, go to Design Donor Screens

   • Conditional Donation Messages, go to Design Donor Screens

   • Cross References, go to Configure Cross References

   • Custom Styles, go to Design Donor Screens

   • Data Elements, go to Design Donor Screens

   • Dates the form will be available, go to Publish

   • Description, go to Identify

   • Donation Form, go to Design Donor Screens

   • Donation Levels, go to Configure Donation Levels

   • Expiration Date, go to Publish

   • Field Labels, go to Design Donor Screens

   • Form Designee, go to Identify

   • Form Name, go to Identify

   • Gift Payment Options for Ongoing Payments, go to Design Donor Screens

   • Giving Pattern, go to Design Donor Screens

   • In Progress Page, go to Design Donor Screens

   • Interaction Mode (Online or Offline), go to Identify

   • Layout, go to Identify

   • Look and Feel, go to Design Donor Screens

   • Page Wrapper Override, go to Design Donor Screens

   • Payment Type, go to Design Donor Screens

   • Public Name, go to Identify

   • Responsive Layout, go to Identify

   • Section Headings, go to Design Donor Screens

   • Security Category, go to Identify

   • Service Center Options, go to Design Donor Screens

   • Source Code, go to Identify

   • Splash Page, go to Design Donor Screens

   • Standard Donation Level, go to Design Donor Screens

   • Subsource Code, go to Identify

   • Thank You Page, go to Design Donor Screens

   • Transaction In Progress Page, go to Design Donor Screens

6. When you're finished, verify your form.

   1. From the options along the left, click Validate.

   2. Click Validate .

   3. If the message displays that the form contains errors, return to the problem area and make the necessary corrections.

   4. Repeat the validation steps again.

7. When the form is valid, click Next to save your changes.