
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 1 - COPYING AN EN EXISTING FORM TO A CAMPAIGN WITH THE NEW CHECKOUT ENABLED

PART 2 - MODIFYING THE FORM YOU CREATED
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Locate the New Form and Modify the Name and Description

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Update the Donation Levels

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Click on 3. Design Donor Screens

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Click on "Edit"

STEP 1. REVIEW AND EDIT THE CONTENT SHOWN ON THE FORM
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In the top right panel, Click on the first "HTML Caption" element.

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Click on the [Save Order and Edit Selected] button.
![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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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.

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WARNING: Don't forget to remove any references to Giving Tuesday or other fundraising challenges that are outdated -- like in the example shown below.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.
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![Step #9: WARNING: Don't forget to remove any references to Giving Tuesday or other fundraising challenges that are outdated -- like in the example shown below.If no changes are needed or you've finished editing the content, Click on the [Save]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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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.
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Click on [Save Order and Edit Selected] button.
![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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In the top right panel, Click on "Single Gift Designation"

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Click on [Save Order and Edit Selected] button.
![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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Scroll down to 6. Eligible Designees and Click on "Change List of Designees"

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Click on the radio button next to "Use a specific set of designees for this form"

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Click on "uncheck all"

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Under the heading "Unrestricted", click the box next to "Other" to select it as a Designee.

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To add additional designees, click the box next to each of their names.

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When all of the designees have been selected, scroll down to the bottom of the screen and Click on the [Save] button.
![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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Sort Designation Types

STEP 4. ADD THE MATCHING GIFTS SEARCH COMPONENT
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In the top right panel, Click on "Other Designation or Fund"

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In the top left panel, Click on "HTML Caption"

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Click on [Add >] button.
![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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Click on [Save Order and Edit Selected] button
![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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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.
Note: It looks like a "cog" and is in the bottom row between the anchor and person.

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Click on [Save Order and Edit Selected] button.
![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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In the top right panel, Click on "Buttons"

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Click on [Save Order and Edit Selected] button.
![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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Click on the box below 2. Process Button Label and change the text to "Submit"

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Click on [Save] button.
![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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In the top right panel, Click on "Checkout modal"

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Click on [< Remove] button.
![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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In the top left panel, Click on "Checkout embedded".

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In the top right panel, Click on "Section Header"

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Click on [Add >] button.
![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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In the top right panel, Click on "Section Header".

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In the top left panel, Click on "Section Header"

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Click on [Add >] button.
![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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Click on [Save Order and Edit Selected] button.
![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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Click in the field below 1. Section Header and change the text from "Section Header" to "Payment Details"

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Click on [Save] button.
![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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Click on [Preview] button.
![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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Click on [Save] button.
![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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