Copy an Online Giving Form

To save time you can copy Online Giving forms so you don't have to build them from scratch. When you copy a form it creates a new one that includes the original configurations.

Copy a 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 a Form

From Online Giving, select Donation forms, Constituent forms, or Membership forms:

1. Find the form and from its ellipsis, select Copy.

2. Update the form as necessary, then preview, and save it.

Note: If the form you copy is accepting submissions, the new form defaults to test mode.