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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
Step #1: 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
Step #2: Locate the New Form and Modify the Name and Description
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Update the Donation Levels
Step #3: Update the Donation Levels
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Click on 3. Design Donor Screens
Step #4: Click on 3. Design Donor Screens
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Click on "Edit"
Step #5: 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.
Step #6: 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.
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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.
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.
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WARNING: Don't forget to remove any references to Giving Tuesday or other fundraising challenges that are outdated -- like in the example shown below.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.
Step #9: WARNING:  Don't forget to remove any references to Giving Tuesday or other fundraising challenges that are outdated -- like in the example shown below.If no changes are needed or you've finished editing the content, Click on the [Save] button.
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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.

STEP 2. ADD DESIGNEES TO THE FORM

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In the top right panel, Click on "Single Gift Designation"
Step #12: 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.
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Scroll down to 6. Eligible Designees and Click on "Change List of Designees"
Step #14: 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"
Step #15: Click on the radio button next to "Use a specific set of designees for this form"
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Click on "uncheck all"
Step #16: Click on "uncheck all"
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Under the heading "Unrestricted", click the box next to "Other" to select it as a Designee.
Step #17: 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.
Step #18: 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.

STEP 3. SORT HOW DESIGNEES ARE LISTED

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Sort Designation Types
Step #20: 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"
Step #21: In the top right panel, Click on "Other Designation or Fund"
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In the top left panel, Click on "HTML Caption"
Step #22: In the top left panel, Click on "HTML Caption"
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Click on [Add >] button.
Step #23: Click on [Add >] button.
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Click on [Save Order and Edit Selected] button
Step #24: Click on [Save Order and Edit Selected] button
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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.
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.
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Click on [Save Order and Edit Selected] button.
Step #26: Click on [Save Order and Edit Selected] button.

STEP 5. CHANGE TEXT OF BUTTONS

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In the top right panel, Click on "Buttons"
Step #27: 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.
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Click on the box below 2. Process Button Label and change the text to "Submit"
Step #29: 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.

STEP 6. REMOVE CHECKOUT MODAL

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In the top right panel, Click on "Checkout modal"
Step #31: In the top right panel, Click on "Checkout modal"
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Click on [< Remove] button.
Step #32: Click on [< Remove] button.

STEP 7. ADD CHECKOUT EMBEDDED

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In the top left panel, Click on "Checkout embedded".
Step #33: In the top left panel, Click on "Checkout embedded".
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In the top right panel, Click on "Section Header"
Step #34: In the top right panel,  Click on "Section Header"
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Click on [Add >] button.
Step #35: Click on [Add >] button.

STEP 8. ADD SECTION HEADING FOR PAYMENT DETAILS

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In the top right panel, Click on "Section Header".
Step #36: In the top right panel, Click on "Section Header".
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In the top left panel, Click on "Section Header"
Step #37: In the top left panel, Click on "Section Header"
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Click on [Add >] button.
Step #38: Click on [Add >] button.
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Click on [Save Order and Edit Selected] button.
Step #39: Click on [Save Order and Edit Selected] button.
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Click in the field below 1. Section Header and change the text from "Section Header" to "Payment Details"
Step #40: 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.

STEP 9. EXAMINE THE PREVIEW

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Click on [Preview] button.
Step #42: Click on [Preview] button.
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Step #43:
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Click on [Save] button.
Step #44: Click on [Save] button.

STEP 11. VALIDATE AND PUBLISH THE NEW FORM

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Step #45: