PSG Admin - Settings: How to set the default giving form for your organization

How to set the default giving form for your organization

When you start with ParishSOFT Giving, you get a basic "Give Now" form that is set as the default for your organization.  If you would like to change which form is the default for your organization (as in the instance of a special collection, or for certain Holidays or Holy Days), you can change it in the Settings section.

First, you need to make sure your form has the following settings:

  • In the Categories section of the General Info tab on your Form's Properties, you must have the General Donation category checked. Marking this will make it available as an option in the drop-down of possible forms you can choose as a default.2019-06-28_10-02-39.jpg

To switch to a new default Giving Form

  1. Go to the Settings menu.
    2019-06-28_10-12-31.jpg
  2. Click on Design.
    2019-06-28_10-12-41.jpg
  3. You will now be looking at your Giving Portal Settings.  To change the Form that displays on your portal, click the Donation Form drop-down and select it from the drop-down list.
    2019-06-28_10-22-54.jpg
    Click the Edit button to the right to edit the form that is currently selected for the Organization.
  4. Once you've selected the new form, click Save on the bottom left.

 


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