Test Optimized Forms

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.

  1. From All donation forms, under Related links, select the form.

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

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

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

Tip: To create one-time gift test records, edit the form and select Create test donation records under Payments and fees, Transaction processing. Test donations are not provided with a receipt and don't display in giving statements.

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.