Creating a New Giving Form

 

Overview

This article provides step-by-step instructions to create a new Giving Form. By following these steps, you’ll build a customized form that fits your ministry’s needs.

Why New Forms?

Forms let you run campaigns, events, or specialized giving opportunities without disturbing your main donation page.

At a Glance

• Go to Forms tabCreate a New Form

• Choose a template, start from scratch, or copy an existing form

• Name your form and begin building

 

1) Create the Form

  1. Go to Manager Dashboard > Forms tab.
  2. Click Create a New Form.
  3. Choose from:
    • Template → Pre-made design.
    • Start from Scratch → Blank slate.
    • Copy Existing Form → Duplicate another.

2) Name the Form

  • Enter a form name. If copied, update it.

3) Build the Form

Next Steps

 

 

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