PSG Forms - Form Properties: How to make a form available as the main donor portal

How to make a form available as the main donor page

To make a form available as the main donor page you must set its properties to General Donation (1-5) and then select the form as the Donation Form (6-9). These instructions will walk you through how to do so.

In the Navigator Bar on the left, select Forms.
navigator-bar_Forms.png

Set the properties

  1. Select the ellipses ( ... ) next to the form and choose Edit Form or simply click the form name:
    Form_Properties_Elipses_Edit.png
  2. At the bottom, select Form Properties:
    Nav_Form-Properties_wide.png
  3. In the GENERAL INFO tab, scroll to the bottom to the form CATEGORIES section and select the General Donation category. Then, click OK to get out of Form Properties.
    Form_Categories_General-Donation_OK.png
  4.  Click SAVE CHANGES on the bottom right.
    Nav_Form-Properties_and_Save_Changes.png
  5. Publish the form to make the changes visible to the users.
    Publish_Form.png

Set the form as the donation form

  1. Click on the Gear icon in the top right corner.
    gear_icon_settings.png
  2. Select Design.
    Design.png
  3. In the dropdown for your Donation Form, select the form you just updated.
    donation_Form_-_Online_giving.png
  4. Click Save at the bottom.

 

 

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