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

January 30, 2025 By Nyiema Bayfield

PART 1 - COPYING AN EXISTING FORM TO A CAMPAIGN USING THE NEW CHECKOUT FEATURE

Step #1: PART 1 - COPYING AN EN EXISTING FORM TO A CAMPAIGN WITH THE NEW CHECKOUT ENABLED — PART 1 - COPYING AN EN EXISTING FORM TO A CAMPAIGN WITH THE NEW CHECKOUT ENABLED

PART 2 - MODIFYING THE FORM YOU CREATED

Step #2: Locate the New Form and Modify the Name and Description — Locate the New Form and Modify the Name and Description

Step #3: Update the Donation Levels — Update the Donation Levels

Step #4: Click on 3. Design Donor Screens — Click on 3. Design Donor Screens

Step #5: Click on "Edit" — Click on "Edit"

STEP 1. REVIEW AND EDIT THE CONTENT SHOWN ON THE FORM

Step #6: In the top right panel, Click on the first "HTML Caption" element. — In the top right panel, Click on the first "HTML Caption" element.

Step #7: Click on the [Save Order and Edit Selected] button. — Click on the [Save Order and Edit Selected] button.

Step #8: Use the HTML Content editor to review and make changes to the content (text, pictures, links, etc) that will be shown at the top of the donation form. — Use the HTML Content editor to review and make changes to the content (text, pictures, links, etc) that will be shown at the top of the donation form.

Step #9: WARNING: Don't forget to remove any references to Giving Tuesday or other fundraising challenges that are outdated -- like in the example shown below.If no changes are needed or you've finished editing the content, Click on the [Save] button. — WARNING: Don't forget to remove any references to Giving Tuesday or other fundraising challenges that are outdated -- like in the example shown below.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.

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If no changes are needed or you've finished making changes to the content, Click on the [Save] button to exit the HTML Content editor.

Step #11: Click on [Save Order and Edit Selected] button. — Click on [Save Order and Edit Selected] button.

STEP 2. ADD DESIGNEES TO THE FORM

Step #12: In the top right panel, Click on "Single Gift Designation" — In the top right panel, Click on "Single Gift Designation"

Step #13: Click on [Save Order and Edit Selected] button. — Click on [Save Order and Edit Selected] button.

Step #14: Scroll down to 6. Eligible Designees and Click on "Change List of Designees" — Scroll down to 6. Eligible Designees and Click on "Change List of Designees"

Step #15: Click on the radio button next to "Use a specific set of designees for this form" — Click on the radio button next to "Use a specific set of designees for this form"

Step #16: Click on "uncheck all" — Click on "uncheck all"

Step #17: Under the heading "Unrestricted", click the box next to "Other" to select it as a Designee. — Under the heading "Unrestricted", click the box next to "Other" to select it as a Designee.

Step #18: To add additional designees, click the box next to each of their names. — To add additional designees, click the box next to each of their names.

Step #19: When all of the designees have been selected, scroll down to the bottom of the screen and Click on the [Save] button. — When all of the designees have been selected, scroll down to the bottom of the screen and Click on the [Save] button.

STEP 3. SORT HOW DESIGNEES ARE LISTED

Step #20: Sort Designation Types — Sort Designation Types

STEP 4. ADD THE MATCHING GIFTS SEARCH COMPONENT

Step #21: In the top right panel, Click on "Other Designation or Fund" — In the top right panel, Click on "Other Designation or Fund"

Step #22: In the top left panel, Click on "HTML Caption" — In the top left panel, Click on "HTML Caption"

Step #23: Click on [Add >] button. — Click on [Add >] button.

Step #24: Click on [Save Order and Edit Selected] button — Click on [Save Order and Edit Selected] button

Step #25: In the HTML Content Editor, click on the Components icon. Note: It looks like a "cog" and is in the bottom row between the anchor and person. — In the HTML Content Editor, click on the Components icon.

Note: It looks like a "cog" and is in the bottom row between the anchor and person.

Step #26: Click on [Save Order and Edit Selected] button. — Click on [Save Order and Edit Selected] button.

STEP 5. CHANGE TEXT OF BUTTONS

Step #27: In the top right panel, Click on "Buttons" — In the top right panel, Click on "Buttons"

Step #28: Click on [Save Order and Edit Selected] button. — Click on [Save Order and Edit Selected] button.

Step #29: Click on the box below 2. Process Button Label and change the text to "Submit" — Click on the box below 2. Process Button Label and change the text to "Submit"

Step #30: Click on [Save] button. — Click on [Save] button.

STEP 6. REMOVE CHECKOUT MODAL

Step #31: In the top right panel, Click on "Checkout modal" — In the top right panel, Click on "Checkout modal"

Step #32: Click on [< Remove] button. — Click on [< Remove] button.

STEP 7. ADD CHECKOUT EMBEDDED

Step #33: In the top left panel, Click on "Checkout embedded". — In the top left panel, Click on "Checkout embedded".

Step #34: In the top right panel, Click on "Section Header" — In the top right panel, Click on "Section Header"

Step #35: Click on [Add >] button. — Click on [Add >] button.

STEP 8. ADD SECTION HEADING FOR PAYMENT DETAILS

Step #36: In the top right panel, Click on "Section Header". — In the top right panel, Click on "Section Header".

Step #37: In the top left panel, Click on "Section Header" — In the top left panel, Click on "Section Header"

Step #38: Click on [Add >] button. — Click on [Add >] button.

Step #39: Click on [Save Order and Edit Selected] button. — Click on [Save Order and Edit Selected] button.

Step #40: Click in the field below 1. Section Header and change the text from "Section Header" to "Payment Details" — Click in the field below 1. Section Header and change the text from "Section Header" to "Payment Details"

Step #41: Click on [Save] button. — Click on [Save] button.

STEP 9. EXAMINE THE PREVIEW

Step #42: Click on [Preview] button. — Click on [Preview] button.

Step #43:

Step #44: Click on [Save] button. — Click on [Save] button.

STEP 11. VALIDATE AND PUBLISH THE NEW FORM

Step #45: