You can create a new peer-to-peer campaign by cloning an existing peer-to-peer form. You can clone Qgiv peer-to-peer forms for annual campaigns, similar campaigns, 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. 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.
Contents:
Getting Started
To get started, navigate to your form by clicking Form Management within the Fundraising menu in your left-hand navgation.
Then click Clone Event on the campaign you’d like to copy.
A pop-up will appear where you can enter a name for your new peer-to-peer form. If you'd like to copy over API access for service integrations or Mobile VT, toggle on Clone API access. If you'd like to clone a skin tied to the pre-existing form, select Duplicate Skin.
Event Attributes and User Permissions
Click Continue to move to step 2, where you’ll select which attributes you’d like to copy to your new form. You can select a few, all, or none. If you select CMS Content, any changes you’ve made to the original form using Campaign Builder will be copied to your new form.
Pro tip: If you'd like more details about what each attribute includes, check out this article.
If you want to start from scratch with a new peer-to-peer campaign, don't clone any attributes from the original campaign.
Click Continue to select which user permissions, if any, you'd like to carry over to the cloned form. You can select each user individually or toggle Clone All User Permissions to carry over every user's permissions to the new form.
Review and Form Management
Click Continue to move to the last step, where you’ll review your selections.
If you’re happy with your work, click Create Event. If you need to make changes, you can simply click the step to which you’d like to return. Once you’ve hit Create Event, your new event form will appear in My Qgiv.
You can configure the settings of your cloned form just as you would those of any other form.
Remember, you’ll need to go in and update campaign and registration dates and other information that may have changed (location updates, new resources, etc.). If you copied over emails and social settings, don’t forget to update any dates and URLs you included in those!
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.