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Manage Forms

Manage your forms in Bloomerang Fundraising

You can view and manage all of your organization’s forms on one page in Bloomerang Fundraising.

View Forms

To view your forms:

  1. Click Fundraising.

  2. Click Forms and Events. All of your forms appear. Each type of form appears in its own section.

  3. If you have many forms, you can search to find a specific form:

    1. Enter the one or more keywords in the Search Forms text box.

    2. Select any of these filters: Status, Tags, and Type.

  4. By default, your forms appear on cards. To view your forms in a list, click List. To change the view back to cards, click Card.

Manage Settings, Preview Forms, and Get Form URLs

To manage a form:

  1. Click Fundraising.

  2. Click Forms and Events. By default, each form appears in a card.

  3. On the card for that form, select one of these options:

    • Manage Form or Manage Event — To go to the form-level control panel

    • Manage Events (donation forms only) — To go to the Events area of your donation form

    • View Form — To view the public-facing version of the form your donors and registrants see.

    • Copy Form URL — To copy the URL (the link) for your form to your clipboard so you can paste it elsewhere, such as in an email.

Create Forms

You can create new forms on the Forms and Events page. You can create forms in two ways:

  • Create a new form from scratch.

  • Clone an existing form.

For information about each method, and for step-by-step instructions, read Create Forms.

Enable Recommended Form Settings

When you have forms without recommended settings enabled, a banner appears on the Forms and Events page. This banner shows opportunities to optimize and apply recommended settings across multiple forms at once.

The banner appears when:

  • Your organization has at least one form with the feature or setting disabled

  • You haven't previously dismissed or completed the banner recommendations

The banner shows:

  • A description of the recommended setting and its benefits

  • How many forms have the recommended setting disabled

  • An Enable All Recommendations button to apply settings to all applicable forms

Note: Form administrators see recommended settings options only for forms they have permission to access, not all organizational forms.

To enable recommended settings across all your forms:

  1. In the control panel, hover over Fundraising, and then click Forms and Events.

  2. Review the recommended settings shown in the banner.

  3. Click Enable All Recommendations. The settings apply immediately to all applicable forms (standard donation, peer-to-peer, and auction forms).

  4. (Optional) After enabling, you can click Undo to reverse the changes if needed.

Note: The undo option is only available during your current session. Once you navigate away from the page, you can no longer undo bulk changes.

View Payment Account and Merchant Accounts for a Form

If your organization has forms linked to different payment accounts or merchant accounts, you can view that information for each form.

To view the payment and merchant account for a form:

  1. Click Fundraising.

  2. Click Forms and Events.

  3. To view the payment account for this form, hover over Payment Account.

    Payment account information for a form

  4. To view the merchant accounts for this form, hover over Merchant Accounts.​

    Merchant account information for a form

View, Add, and Assign Form Tags

You can assign tags to your forms, which help you organize and sort your forms. Your constituents won’t see these tags.

For example, if you have many forms, tags help you view only certain forms on the Forms and Forms and Events pages. On both pages, you can filter the view by tags.

Tip: This section explains how to assign tags from the Forms and Events page. You can also assign tags on the settings page for that form, or in the Settings menu for a peer-to-peer campaign, auction, or fundraising hub.

View Tags

To view tags for your form:

  1. Click Fundraising.

  2. Click Forms and Events. In card view, tags appear at the end of each card.

    Example tag on a form
    In list view, tags appear in the Tags column.

Assign New or Existing Tags

To assign new or existing tags to your form:

  1. Click Fundraising.

  2. Click Forms and Events.

  3. Click the Form Tags icon.

  4. To select an existing tag:

    • Click in the text box.

    • Click the tag.

    • Click Save.

  5. To add a new tag:

    • Click in the text box.

    • Enter a name for the new tag.

    • Click Create a New Form Tag.

    • Click Save.

Deactivate Forms

To deactivate a form:

  1. Click Fundraising.

  2. Click Forms and Events.

  3. Go to the card or list row for your form.

    Active form

  4. Turn off the Status toggle, which changes the toggle color from green to gray. If you’re in card view, the toggle appears before the form name.

    Inactive form
    If you’re in list view, the toggle appears in the Status column.

    Inactive form in List view

Note: Demo forms don't have a Status toggle.

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