Forms
Donation forms
Reusable checkout flows you attach to campaign pages.
Forms are the checkout donors complete: amounts, details, payment, and optional survey. Edit a form once; every linked page updates.
Every live checkout is a named form. Pages never collect through an unnamed built-in widget, so each form can show how much it raised.
Unpublished drafts never appear on live pages.
Default form vs donation form settings
| Donation form settings | Default form | |
|---|---|---|
| What it is | Template for new forms | A real form in this list |
| Gift tracking | None | Raised / gifts on this form |
| Linked to pages | No | New pages and donation-form blocks use it until you pick another |
The first Default form is created from settings (title Default form) if you do not already have one. You can rename it. To use a different form on new pages, open that form and check Default form for new pages. You cannot uncheck it — pick another form instead.
Deleting a form switches its pages to the default form. You cannot delete the last form.
Table columns
| Column | Meaning |
|---|---|
| Name | Form title in the dashboard and editor. |
| Layout | Accordion (Give monthly / Give once) or Tabs (destination + frequency). |
| Used on | Campaign pages that link this form. |
| Status | Draft or Published. |
| Raised / Gifts | Succeeded donations attributed to this form. |
| Updated | Last save. |
| Actions | Edit, duplicate, delete. |
Search by name. Stats above the table count total, published, and draft.
Create a form
- Click New form.
- Name it.
- Pick a template:
- Standard — accordion frequency, amounts, checkout, follow-up.
- Tabs — destination picker, tab frequency, local gift routing.
- Open the form editor.
New forms also copy Donation form defaults where those apply.