Cloning is how you create new forms in Qgiv. When you clone a form, you have the option to start from scratch with a default form or include attributes from the existing form. By cloning attributes, you can bring over some or all of the existing form’s settings.
This article defines each attribute for Qgiv Forms, Peer-to-Peer Campaigns, and Auction Events.
Please note: Only organization administrators can clone forms.
If you need help with cloning your donation forms in general, check out this article.
For help cloning a peer-to-peer form, check out this article.
For help cloning an auction form, check out this article.
Contents:
Qgiv Forms
These are the cloneable attributes for Standard Qgiv Forms:
Amounts Donation amounts, including images, descriptions, and display settings
Custom Fields All custom fields created for the original form, including conditional content
System Fields Any customizations you’ve made to the system fields, including display settings, field labels, and whether or not a field is required
Dedications Dedication Types and Dedication Fields, as well as the Display Settings for dedications
Events All events, including event status, packages, fields, and promo codes. Does not clone event attendees, wording, or custom event receipts.
Form Settings All General Form Settings, excluding Form Title
CMS Content Form Builder customizations, including themes and widgets
Table Seating Table Management settings for each event on the form, including any manually configured tables or visual seating charts. Does not clone attendees assigned to tables. This attribute requires that the Events attribute also be cloned.
Giving Plans Any custom Giving Plans you've created
Please note: A cloned updated form will default to “Sustaining Gifts” in the Donations Settings area—however, if “Giving Plans” is selected, the cloned Plans will appear.
Restrictions Donation restrictions, including sub-restrictions
Social Settings Sharing Content on Facebook, including thumbnail image and Facebook Description
Files Any images or other files you’ve uploaded to the form. For example, receipt images uploaded using the Insert Media button in the receipt content editor will be available to insert in receipts for the new form. If you’ve added images in Form Builder but opt not to clone CMS Content, you will need to re-upload those images when customizing the new form.
Receipts Form-level custom receipts
Form Tags Any internal tags attached to the form
Peer-to-Peer Campaigns
These are the cloneable attributes for Peer-to-Peer Forms:
Amounts Donation amounts, including images, descriptions, and display settings
Category All campaign categories, including settings and fees
Classifications All campaign classifications, including settings and limits
Custom Badges All custom badges. Cloned campaigns will also include additional badges for returning participants. These badges will appear whether or not the Custom Badges have been cloned.
Custom Fields All custom fields created for the original form, including conditional content
System Fields All modifications to system fields on the original form, including field label
Dedications Dedication Types and Dedication Fields, as well as the Display Settings for dedications
Email Templates Any changes to System Emails. Does not include Email Campaigns.
Event Settings Campaign Information, Contact Information, Registration Settings, Fundraising Settings, Default Avatars, Custom Settings, and Internationalization Settings
CMS Content Campaign Builder customizations, including themes and widgets
Navigation Site navigation changes made in Campaign Builder. Does not clone any other CMS Content.
Products All Store settings, including Products and Product Categories
Promo Codes All custom promo codes
Restrictions Donation restrictions, including sub-restrictions
Resources Any resources uploaded for constituent use
Sponsors Any sponsors added in the Content area, including Sponsor Categories
Social Settings Social Media URLs and Sharing Content on Facebook, including thumbnail image and Facebook Description
Event Tags Any internal tags attached to the form
Auction Events
These are the cloneable attributes for Auction Event Forms:
Amounts Donation amounts, including images, descriptions, and display settings
Auction Items Categories All Auction Categories and their settings
Auction Items All Auction items and their settings without bids
Auction Settings Fundraising Goal, Givi Display Options, Event Location, Event Settings, Bidding Settings, Donation Settings, Admin Notifications, and Event Contact Information
CMS Content Form Builder customizations, including themes and widgets
Table Seating Table Management settings for the form, including any manually configured tables or visual seating charts. Does not clone attendees assigned to tables.
Custom Fields All custom fields created for the original form, including conditional content
Dedications Dedication Types and Dedication Fields, as well as the Display Settings for dedications
Fund-a-Need Items Categories All Fund-a-Need Categories and their settings
Fund-a-Need Items All Fund-a-Need items and their settings
Receipts Form-level custom receipts
Restrictions Donation restrictions, including sub-restrictions
Social Settings Sharing Content on Facebook, including thumbnail image and Facebook Description
Sponsors Any sponsors added in the Content area, including Sponsor Categories.
Store Items Categories All Store Categories and their settings
Store Items All Store items and their settings