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Edit Forms

Updated this week

You can edit, copy, and preview all forms. Transaction forms, such as online giving, membership, and event registration, have additional options.

To get to these options:

  1. Click Communications.

  2. Click Forms.

  3. Under the type of form you'd like to edit, click Select

  4. Next to the form you want to edit, click the blue down arrow and select an option. The available options depend on the type of form and are explained below.

Edit

Click Edit and follow these steps to update the form:

  1. Make any changes you want. To learn more about setting your options, see the article about creating that type of form.

  2. Click Next to make changes to the success page.

  3. Click Save and Preview to review the form. If you are already using this form on your website, it is updated with your changes.

  4. Click Publish if you need to get the code snippet to put the form on your website. See Add Bloomerang Forms to Your Website.

Tip: Test your form to make sure it still works on your website.

Copy

Click Copy to add an exact copy of the form and success page to the list. It has the same name as the original form, plus "(Copy)."

Note: CAPTCHA must be enabled in order to copy a self-hosted form.

Preview and Publish

Preview and Publish takes you directly to the Display page.

  1. Review the form; if you need to make changes, click Edit.

  2. Click Success Page to see the success page. Click Tweet or Share to see what the posted message will look like. Click Edit to make changes.

  3. Click Publish to get the code snippet. Copy and paste this code snippet into your website.

Deactivate/Activate

Deactivate forms or make them active again. Customize a message that displays until you remove the form from your website. Self-hosted forms do not include this message and will continue to work, so remove them from your website before you deactivate them.

View Hosted Form

Bloomerang CRM hosts standard transaction forms for organizations that don't have CAPTCHA enabled or security certificates for their websites. See what your Bloomerang-hosted form looks like:

  1. Click Communications.

  2. Click Forms.

  3. On the Online Giving Forms tile, click Select.

  4. Next to the form, click the blue down arrow and select View Hosted Form.

    Screen shot of the Edit menu for forms

Note: Constituents enter their payment information after clicking Enter Payment, Donate, or Register.

Get Code

Get Code takes you to the code you need to customize and host a form on your website. You can also stop self-hosting the form from this page.

View Code

Online giving forms that were customized before 3/2/2016 need to be updated to work with Spreedly. View Code shows you the auto-updated code that you need to test to make sure your form works with Spreedly.

Related

Creating Forms

Testing Forms

Other Articles

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