To create a new peer-to-peer form in Bloomerang Fundraising, clone an existing one. Cloning is especially useful when you’re setting up a recurring annual campaign, creating a campaign that’s similar to a previous one, or reusing settings and content you’ve already built. When you clone a form, you can choose which attributes from the original form to copy to the new one.
Note: In Bloomerang Fundraising, you cannot create a form from scratch. Cloning an existing peer-to-peer form is the only way to create a new one.
Before you begin, confirm that you are an account administrator. Only account administrators can clone forms. If you aren’t an account administrator, ask an account administrator to update your permission level.
To clone a peer-to-peer form in Bloomerang Fundraising:
In Bloomerang Fundraising, click Fundraising.
On the Forms and Events page, locate the peer-to-peer campaign you want to copy. If you don’t see the Peer-to-Peer section on this page, contact your account manager.
For the campaign you want to copy, click Clone Campaign.
In the Clone Campaign window, enter a Campaign Name for your new peer-to-peer form.
(Optional) To copy API access for service integrations or the Bloomerang Fundraising app, enable Clone API Access.
Click Continue.
On the Set Up Your New Campaign screen, select the attributes that should be copied to the new form. To start from scratch with a new peer-to-peer campaign, don’t select any attributes to clone. If you select CMS Content, any changes that you made to the original form using Campaign Builder will be copied to your new form. For details about what each attribute includes, see Cloning attributes.
Click Continue.
On the User Permissions screen, select the user permissions (if any) that should be copied to the cloned form. To carry over every user’s permissions, turn on Clone All User Permissions. Otherwise, select users individually.
Click Continue.
On the Review Campaign Settings screen, review your selections, then click Create Campaign.
(Optional) To change an earlier selection before creating the campaign, click the step you want to return to, update your selections, then continue through the remaining steps.
On the Forms and Events page, confirm that your new campaign form appears.
Open the new campaign form and update any campaign settings or details that are specific to the new campaign, such as dates and locations. Ensure that all constituent details are still current.
After creating the new form, you may need to adjust permission levels for existing users and adjust notification recipients.