The Forms and Events page in the Fundraising area of your organization-level control panel provides quick access to all of your organization's forms from a central location.
General Navigation
The search bar and filters make locating a specific form or filtering by specific criteria easy for organizations with many different forms.
In the bottom right corner of the search bar, you can switch between two different views: card or list view.
Beneath the search bar is where your different forms are displayed. Each type of form appears in its own section.
Your forms interface has the following capabilities:
Manage Form/Manage Event This will take you to the form-level control panel.
Manage Events (Donation Forms only) This will take you to the Events area of your donation form.
View Form This shows you the public-facing version of the form your donors and/or registrants see.
Clone Form This is how you can create new forms. This is most often used to create a form for a new campaign or project. You can choose all, some, or none of the attributes from the form you're cloning to appear on the new form. If you're using a skin on the form you're cloning you can choose whether or not to duplicate the skin when cloning. If you choose to duplicate the skin it will be added to your list of skins. Otherwise, the existing skin will remain applied without adding the duplicate.
Copy Form URL This copies a form's URL to your clipboard so you can paste it elsewhere, such as in an email.
Within either card view or list view, you're able to deactivate forms using the Active/Inactive toggle. In the card view, the toggle is in the top right corner of the form card. If the toggle is green, the form is Active.
Note: Demo forms don't have the toggle.
In the list view, the toggle is in the Status column.
If you have forms with different Payment Accounts or Merchant Accounts linked to them, you can quickly view that information on the Forms and Events page as well.
Hover over the tooltip next to Payment Account or Merchant Account on the form in card view.
Recommended Settings Banner
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:
In the control panel, hover over Fundraising, and then click Forms and Events.
Review the recommended settings shown in the banner.
Click Enable All Recommendations. The settings apply immediately to all applicable forms (standard donation, peer-to-peer, and auction forms).
(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.
Form Tags
The Forms and Events page also displays tags associated with your forms.
Note: Form tags are for internal use and sorting only. Your constituents will not see the tags you've attached to your forms.
You can view existing tags at the bottom of each card or in the tag column in list view.
Additionally, you can add new tags to a form in directly from this page by clicking the tag icon.
When you click the icon, the option to enter a form tag appears. Enter the form tag you wish to assign to the form and click Save to add it.
These tags can be used as a filter at the top of the Forms and Events page, and they can also be used to determine which forms to display in the Forms menu in the left-hand navigation.
If you click the Tag icon in this menu, only forms with tags will be displayed. In the Form Tag tab, the forms that are displayed are organized by their assigned tags.
In addition to adding Form Tags from the Forms and Events page, tags can be assigned in the form's Settings or in the Settings menu for a peer-to-peer campaign, auction, or fundraising hub.