Copy an Existing Donation Form to "General Fundraising Campaign - new Checkout"

Copy an Existing Donation Form to "General Fundraising Campaign - new Checkout"

This is a step-by-step guide for Donation Management - Cal State East Bay Educational Foundation

January 30, 2025 By Nyiema Bayfield

1

In Luminate, Click on Fundraising->Donation Management.

Step #2: Click on the Tab titled "All Donation Forms" — Click on the Tab titled "All Donation Forms"

Step #3: Type in the 4-digit Form ID ( ex: 1549) which is stored in Column E of the spreadsheet. — Type in the 4-digit Form ID ( ex: 1549) which is stored in Column E of the spreadsheet.

Step #4: Click on [Search] button. — Click on [Search] button.

Step #5: Click on the Action "Copy" — Click on the Action "Copy"

Step #6: Copy the Form Name from Column F of the spreadsheet and paste it into the field shown below. — Copy the Form Name from Column F of the spreadsheet and paste it into the field shown below.

Step #7: Select "General Fundraising Campaign - new Checkout" from the dropdown for Donation Campaign. — Select "General Fundraising Campaign - new Checkout" from the dropdown for Donation Campaign.

Step #8: Click on the [Finish] button. — Click on the [Finish] button.

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