Manage Donation Forms

From Online Giving, select Donation forms you can view a list of donation forms or create one. From the list you can view a form's name, type, last modified date, amount raised, number of transactions, and visits. To sort the list, select the column label.

• To open a form to edit it or view how it's performing, select the form under Name.

To the left of the form's name, select the ellipsis to:

• Edit a form and continue building it.

• Preview a form and review the look and feel before you publish it.

• Copy a form to duplicate it and its configurations.

  Tip: If the form you copy accepts donations, the copied form defaults to test mode.

• Publish a form to copy the form's link, QR code, or HTML.

• Delete to remove a donation form that's not longer in use.

Note: When you delete a form, it doesn't delete its transactions. However, you will no longer be able to view the form's statistics.