
Copy an existing form to a Campaign using the new Checkout Feature
This is a step-by-step guide for Donation Management - Cal State East Bay Educational Foundation and #GivingTuesday - Donate Today - Cal State East Bay Educational Foundation
By Nyiema Bayfield
PART 1 - COPYING AN EXISTING FORM TO A CAMPAIGN USING THE NEW CHECKOUT FEATURE
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PART 2 - MODIFYING THE FORM YOU CREATED
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STEP 1. REVIEW AND EDIT THE CONTENT SHOWN ON THE FORM
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![Step #7: Click on the [Save Order and Edit Selected] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/c441c65d-9ad5-4c9d-b61f-05af0c5fcc22.png)
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If no changes are needed or you've finished editing the content, Click on the [Save] button.
![Step #9: WARNING: Don't forget to remove any references to Giving Tuesday or other fundraising challenges that are outdated -- like in the example shown below.If no changes are needed or you've finished editing the content, Click on the [Save] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/93970a98-270c-46d6-a37a-03d5efc71342.png)
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![Step #11: Click on [Save Order and Edit Selected] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/ba77426b-acac-43eb-84bc-b219bbba74b8.png)
STEP 2. ADD DESIGNEES TO THE FORM
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![Step #13: Click on [Save Order and Edit Selected] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/26dd4ce1-a06f-4e2a-894b-7fe8097b7472.png)
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![Step #19: When all of the designees have been selected, scroll down to the bottom of the screen and Click on the [Save] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/e2b6141c-1215-4bf6-97e4-5c926ff06e30.png)
STEP 3. SORT HOW DESIGNEES ARE LISTED
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STEP 4. ADD THE MATCHING GIFTS SEARCH COMPONENT
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![Step #23: Click on [Add >] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/7b641fed-6a48-4df5-8569-e5030b73386d.png)
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![Step #24: Click on [Save Order and Edit Selected] button](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/5315d6b5-c3dd-4630-8d4c-0564c03f938a.png)
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Note: It looks like a "cog" and is in the bottom row between the anchor and person.

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![Step #26: Click on [Save Order and Edit Selected] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/826bc034-7d24-4404-9232-01625c010b34.png)
STEP 5. CHANGE TEXT OF BUTTONS
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![Step #28: Click on [Save Order and Edit Selected] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/da1194ce-849f-45da-808d-896336b8f3ee.png)
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![Step #30: Click on [Save] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/55049cc9-644d-47e3-80b6-af5f5becff8b.png)
STEP 6. REMOVE CHECKOUT MODAL
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![Step #32: Click on [< Remove] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/4afb5526-ed8f-4cba-8f9a-a055169af440.png)
STEP 7. ADD CHECKOUT EMBEDDED
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![Step #35: Click on [Add >] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/bdfa5111-ff5c-42a0-956c-dbca1fcde756.png)
STEP 8. ADD SECTION HEADING FOR PAYMENT DETAILS
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![Step #38: Click on [Add >] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/19c327a2-312d-44ff-901c-5360372f27a0.png)
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![Step #39: Click on [Save Order and Edit Selected] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/fcc414f7-6d28-4c43-a8da-07ef10406ef4.png)
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![Step #41: Click on [Save] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/46967079-76f5-4398-9c8a-8d2d373363f5.png)
STEP 9. EXAMINE THE PREVIEW
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![Step #42: Click on [Preview] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/45738724-5acd-4ed1-9e61-043db8540a15.png)
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![Step #44: Click on [Save] button.](https://di8mn0rali2ic.cloudfront.net/uploads/723f3eab-3de0-4fed-a4d9-4140f72ab79a/cf601726-8950-4ab3-8b13-4f59b3b138d3.png)
STEP 11. VALIDATE AND PUBLISH THE NEW FORM
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