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  2. Online Giving
  3. Manage the Campaign Form

Manage the Campaign Form

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There are many aspects to working with the campaign form.  Each one is covered below.

TABLE OF CONTENTS

 

Related info:

 

 

Lock Form

1. From Manage Form, choose Lock Form.
2. Enter the message that you want to be displayed to people trying to access the form while it is locked.  Click Save.

Unlock Form

From Manage Form, choose Unlock Form.

Review/Finish Page

1. From Manage Form, choose Review/Finish Page.
2. Make the necessary changes (if any) by selecting the tabs for each page.
3. Click Save.

Click here for more information on the tokens you can use to customize the Review/Finish Page.

Member Confirmation Email

1. From Manage Form, choose Member Confirmation Email.
2. Modifications can be made to the From name and the Email From address.
3. Administrators can also be added to receive the member email by checking Check here to add others to receive copies of this email.
4. The Subject can be modified.
5. A default message body is provided.  Make changes as needed.
6. Click Save when you have finished editing.

Click here for more information on the tokens you can use to customize the Member Confirmation Email.

Admin Confirmation Email

1. From Manage Form, choose Admin Confirmation Email.
2. Modifications can be made to the From name and the Email From address.
3. Administrators can also be added to receive the email by using the Add button after keying in an email address.
4. The Subject can be modified.
5. A default message body is provided. Make changes as needed.
6. Click Save when you have finished editing.

Click here for more information on the tokens you can use to customize the Admin Confirmation Email.

Edit the Donation Detail Page

On the Donations Home Page:

  • Click   by the Campaign Name in the Listing to edit the Campaign Properties.
  • Click  to delete the Campaign.
  • Clicking the Campaign Name also allows you to edit the Campaign form.
    • Form & Data will take you back to the donation form.
    • Content Properties will open a window where you can edit the title, audience, etc.
    • The Reuse Layout menu will allow you to save the layout and you will be able to choose it from the layout dropdown menu for future campaigns/events. You will want to use this if you make changes to the layout by switching from View Mode to Layout Edit. (It saves the structure, not the specific campaign/event data, unless you have typed something onto the page using the layout edit mode.)
    • The View Mode  menu has three options.
      • The default is View Mode, which allows you to view the detail page.
      • Inline Edit - After choosing this option, small pencil icons will appear to allow you to do inline editing. It lets you change the text of buttons, contact/location information, and edit the campaign/event description content.
      • Layout Edit - This option allows you to make changes to the layout itself and how the items display in the Detail Page. Areas will highlight with green when you are in Layout Edit. By clicking a green shaded area, a content editor with [[ ]] items will appear. You can move the items or copy/paste the items to create a new layout.  It opens each highlighted item in a separate content editor. Placing the cursor above the title will highlight the entire layout of a page. Any content typed into the content editor in layout mode will be placed on the detail page and is part of the layout.
    • Content Properties will open a window where you can edit the title, audience, etc. It will default to Simple Mode, and can be toggled to Advanced Mode.
    • Manage Form allows you to manage all the items outlined above.
    • View Content will open up the Campaign Detail Page to allow you to edit it.  There are several options for editing the page:
  • Click   to save any changes you have made.

 

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