Editing Your Form

Editing your form

After you have created your form, you can go in and edit any of the sections. There are also some features that were not in the initial Form Builder.

To edit your form, go to Fundraising Forms.

Choose the form you would like to edit, and then click the green edit button.

At the top left of the page, you will find the form name, campaign type and ID number. The name may be changed in the Form Basics area.

Below the form information, you will find four buttons:

Get the Form Link

This is used to retrieve the html link to post into your web site code. Depending on how you answer the embed question, you will see another pop-up box with the code and embed instructions.

Request a Custom URL

A custom URL is intended for use on a stand-alone fundraising page -- one that opens in its own window or tab. A custom URL assigns your charity name and campaign name to the URL (aka link) you use for your donation page.

Preview This Form

Preview allows you to see what your changes will look like on your web site.

Deactivate This Form

You cannot "delete" a form because forms are tied to your transactions and your reports. However, you can deactivate a form once a campaign is complete. This will not affect your reports.

Modifications

At the bottom of the Form Builder, you will see a note that indicates the person and the date of the last modification to the form.

Progress Bar Buttons

If your form has the progress bar enabled, you will see an additional button: Manage Transactions.

You are able to "Add a Transaction" and "View added Transactions". The "Add a Transaction" button allows you to add cash or check transactions (not processed by GiveDirect) to a campaign goal so the actual money raised during the campaign is reflected correctly.

You can see the amounts you've added by clicking on the "View Added Transactions." You can also see the added transactions in your Transaction Reports. The donor's name will not appear in the transaction report. Instead, it will be displayed as "Other Campaign Transaction", so keep the donor's information recorded elsewhere.

If you find on error in the added transaction(s), you may delete that transaction and re-enter it.

QR Code

Lastly, there is an additional section on the Form Builder when editing your form. You can use the built in QR Code generator to obtain a QR Code for publishing on your website, campaign email, or printed materials. The code will be automatically linked to your campaign form.

Use the color palate to change background and foreground colors to coordinate with your campaign. Click on either of the green "Save Changes" buttons to see how your color selections will look. Once satisfied, click the "Download QR Code" button to create a jpg file.