Test an Optimized Donation Form

After configuring and saving a form, test it to make sure it's easy for donors to use. By default, Optimized Forms are in test mode.

Test the form

  1. From Online Giving, Overview, select All donation forms, under Related Links.

  2. Select the form.

  3. Under Publish, select how you want to test the form — from its URL, QR code, or from a hyperlink on a webpage.

  4. Review the form in a browser and use a test credit card number to submit a payment.

  5. Make adjustments to the form as necessary and save the form.

Create test donation records

You can create test donation records when you test a form. This is only available for testing one-time gifts.

  1. From Online Giving, Overview, select All donation forms, under Related Links.

  2. Select the form.

  3. From Payments and fees, select to create test records under Transaction processing.

  4. Review the form in a browser and use a test credit card number to submit a payment.

  5. Make adjustments to the form as necessary and save the form.

Test donations don't have a receipt or display in giving statements. They will appear in a batch that matches the form's payment configuration and payment method used.

Note: To start taking donations, select Start processing donations now under Payment and fees. After you make this selection, you can't switch the form back to test mode.