You can clone Qgiv donation forms for special campaigns, membership purposes, to display just events, and more! When you clone a form, you’ll be given the option to select which attributes of the original you’d like to copy.
Cloning is the only way to create a new form. If you want your new form to be blank, don't include any of the existing form's attributes.
Contents:
To view a quick-start tutorial on creating a new form, click the video below.
PLEASE NOTE: Organization-level navigation was updated in July 2024, so the process for navigating the control panel will look a little different than what's described in this video. Check out the images in the article for instructions on navigating the new design.
Getting Started
Let’s take a look at how it’s done.
Please note: You must be an account administrator to clone forms. If you’re not an account admin, you won’t see the Clone Form option. Account administrators can also update permission levels for other users, including making them admins.
To get started, navigate to your form by clicking Form Management within Fundraising in your control panel, and then click Clone Form on the form you’d like to copy.
Step 1: Configure
A pop-up will appear where you can enter a Name for your new form.
If you’d like to Clone API Access, click the toggle so it turns green. This means that any permanent tokens that connect third-party programs such as CRMs, e-mail services, and Mobile VT will be copied over. This means you won’t have to go through the process of setting up new API tokens on your form for those programs.
If you're using Google Tag Manager tracking on your forms, you can Clone Analytics tracking codes when you create the new form.
The Add a New Skin toggle applies to organizations that use a custom skin for their donation forms. If your organization doesn't have HTML Editing functionality enabled, this toggle will not appear when cloning a form. If your organization does apply skins to forms and has HTML editing enabled, the skin will be applied to the cloned form either way, but toggling Add a New Skin on will add a copy of the skin to the organization's list of skins.
Step 2: Attributes
Click Continue to move to step 2, where you’ll select which attributes you’d like to copy to your new forms. You can select a few, all, or none at all! If you select CMS Content, any changes you’ve made to the original form using Form Builder will be copied to your new form.
To learn more about cloning attributes, check out this article.
Step 3: Permissions
Click Continue to select user permissions, if any, to copy to the new form. Permissions can be selected individually or you can copy all user permissions by toggling Clone All User Permissions on.
Step 4: Review
Click Continue to move to the last step, where you’ll review your selections.
If you’re happy with your work, click Create Form. If you need to make changes, you can simply click the step to which you’d like to return.
Once you’ve hit Create Form, your new form will appear in My Qgiv. You can now configure its settings just as you would for any other form!
Make sure you adjust permissions levels for any existing users and/or add users who may need access to the form! You may also need to adjust notification recipients, as well.