Forms
Form editor
Amounts, layout, fields, payment, and post-donation questions.
The form editor configures what donors see in checkout. Changes apply to every page that links this form.
Help in the toolbar replays a tour of this editor.
Toolbar
Name, publish status, undo/redo, Embed, and Publish. Autosave keeps the draft.
Default form for new pages marks this form as the one new campaign pages and donation-form blocks link to. It does not copy this form into Donation form settings, and those settings do not overwrite this form. You cannot uncheck it; open another form and check the box there to switch.
Preview
Toggle Amount vs Post-donation (and related steps) to see each part of the flow. The preview updates as you edit.
Settings panel
| Area | What it controls |
|---|---|
| Layout | Accordion vs tabs. |
| Appearance | Accent color for buttons and highlights. |
| Amounts | Suggested and default amounts for one-time and monthly. |
| Post-donation | Optional questions after a successful gift. Keep this short. |
Post-donation field types include short text, long text, dropdown, checkbox, phone, email, and birthday (month/day).
Publish
Donors only see published forms. Link the form on a page after you publish, or create/edit it from the page builder.