You can create a new donation, peer-to-peer, or auction form in two ways:
Create a new form — Start fresh with a new form. To help you raise more, this form uses the latest Bloomerang-recommended default settings.
Clone an existing form — Save time by cloning a form you already set up. For example, clone a form for your annual gala or a complex peer-to-peer event with sponsors, teams, and tiered registrations. When you clone, you can choose which attributes to copy over.
After you set up a form with either method, you can edit and publish the form.
Requirements
To create a new form from scratch (without cloning):
You must be an account administrator. If you’re not an administrator, the Create New Form button doesn’t appear.
To clone a form:
You must be an account administrator and the existing form must be active. If you’re not an administrator, the Clone Form option doesn’t appear.
To create forms either from scratch or by cloning:
Auction forms: Your organization must have the Auction Package.
Peer-to-peer forms: Your organization must have the Peer-to-Peer Package.
Note: If your organization uses multiple merchant accounts for credit cards, or multiple merchant accounts for ACH, or you have unique fees per form, you can’t create new forms from scratch. However, you can clone forms.
Tip: If you’re an account administrator, you can update permission levels for other users to make them admins.
Create a New Form
When you create a new form from scratch, your form uses the latest Bloomerang-recommended default settings, but you can always change those settings.
To create a new form from scratch:
Click Fundraising.
Click Forms and Events.
Click New Form.
Select which type of form to create:
Standard Donation Form — A single-page or multi-step donation form.
Peer-to-Peer Campaign — An event where supporters fundraise on your behalf. This option appears only if your organization has the Peer-to-Peer package.
Auction — A live or silent auction with bidding. This option appears only if your organization has the Auction package.
Enter the Form Name.
Click Create Form.
(Optional) To review or change your form settings, click Customize Form.
If you clicked Customize Form:
To change the form design, click Form Builder. Read more about this.
To preview what your supporters will see, click View Form.
To change the form settings, follow the instructions in these guides: Donation Forms Quick-Start Guide, Peer-to-Peer Quick-Start Guide, and Auctions Quick-Start Guide.
Create a New Form by Cloning a Form
When you clone a form, you can reuse some or all of the settings from an existing form.
Prefer a video? Watch Cloning a Bloomerang Fundraising Form.
To create a new form by cloning an existing form:
Click Fundraising.
Click Forms and Events.
On the tile for the form you want to clone, click Clone Form.
Enter the Form Name.
(Optional) To copy API tokens that connect third-party programs such as CRMs, email services, and the Bloomerang Fundraising app, turn on Clone API Access. If you turn on this setting, you don’t have to set up new API tokens on your form for those programs.
(Optional) If you use Google Tag Manager tracking on your forms, turn on Clone Analytics to clone your tracking codes.
(Optional) If the existing form has a skin, the cloned form also uses that skin. To optionally add this skin to your organization’s list of skins, turn on Add a New Skin. This option appears only if you have HTML editing turned on.
Click Continue.
(Optional) From the Set Up Your New Form list, select which attributes to copy to your form. You can select some, all, or none of the attributes. For a definition of each attribute, read Cloning Attributes.
Tip: If you select CMS Content, any changes you made to the original form using Form Builder are copied to your new form.Click Continue.
(Optional) Select user permissions to copy to your form. You can select individuals or turn on Clone All User Permissions.
Click Continue.
Review your form settings.
To make changes, click Configure, Attributes, or Permissions.
When you’re ready, click Create Form. Your new form appears on the Forms and Events page.
(Optional) Adjust permissions levels for any existing users, and add users who need access to the form.
(Optional) Adjust notification recipients.
Next Steps
After you set up your new form, customize it:
To customize donation forms, read Donation Forms Quick-Start Guide.
To customize peer-to-peer forms, read Peer-to-Peer Quick-Start Guide.
To customize auction forms, read Auctions Quick-Start Guide.
To transfer standard event, auction, and peer-to-peer registration information from Bloomerang Fundraising to Bloomerang CRM, enable Registration Sync.