Copy a Donation Form

Copy a donation form to create a new form that includes the original configurations. This helps you set up a new giving experience quickly while preserving settings that worked well for previous campaigns. When you copy a form that is accepting donations, the new form defaults to test mode.

Copy a donation form when you want to:

• Reuse a layout or configuration that performed well.

• Create variations for different campaigns or audiences.

• Test updates without modifying a form that is live.

Copy Form

1. From Online Giving, select Donation forms.

2. Locate the form to copy and select Copy from its ellipsis.

3. Update the configurations as needed.

4. Save the form.

Tip: Test the form in test mode before making it live.