Adding New Funds to Your Giving Form

Once you've added the Funds (or Designations) that your Givers can give to in the Fund Manager, we'll need to make them visible on your Primary Giving Form. We'll cover how to add funds on both the Express Giving Form as well as our Standard Giving Form. For either form begin with these two steps:

Head to your Form Manager:

 

 

Once in your Form Manager, select your primary Giving Form from the list of forms. Select the form by clicking on the Form Name.

Note: If you are still in the initial setup phase of your account, this will likely be your only form, and it will be called "Give Now".

 

 

There are so many customization options for Forms, however, the purpose of this article is to add funds to your existing Fund Dropdown options, so let's stay focused! 🧐

 

Express Giving Form 

To add recently added Funds to the Express Giving form, click on Form Properties at the bottom of the Form Manager page.

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Next, select the Fund List tab.

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Finally, simply check the Display box for any fund you would like to make visible on the dropdown menu of your form. You can also choose to make funds Tax Deductible or not, as well as, reorder the funds on the dropdown by selecting the drag and drop icons to the far right side.

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Once you are satisfied with your selected funds, and the order in which they will appear, click Done

Be sure to Save and Publish your changes to ensure your new fund(s) update on your live form. 

 

Standard Giving Form

To the right side of the words My Donation there are four icons:

 

 

Select the ⚙️ gear icon to Configure this field with the following options:

 

Select the Fund Items tab from the top. Check the boxes for the Funds you'd like to display on your dropdown menu. You can also reorder funds by using the Move Icon to the far right of each fund line.

 

Once you've selected your funds, and you're satisfied with the order, click Done.

 

All your selected funds should now appear on your dropdown. From here, be sure to Save & Publish your form changes in the bottom right hand corner.

 

 

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