How to Build Campaign Sales Forms

A fundraising campaign has its own public form, designed from the campaign record. It is where supporters buy, give or fundraise on your behalf.

Opening the Designer

1. Go to Fundraising > Fundraising Campaigns
2. Open the campaign
3. Go to its form design page

The Public Campaign Form is also listed directly under Fundraising and under Our Public Interfaces, and campaign sales are listed at Campaign Sales List.

The Sections of the Designer

The page is built from collapsible sections, so you can open the part you want and leave the rest closed:

• Banner: the image across the top of the form
• Settings: includes Choose Form Colors for the Campaign Sales Form
• Leaderboard: the standings shown on the campaign
• Peer to peer: supporters raising money on your behalf
• Content: the wording on the form

Sharing the Form

A campaign has TWO public forms and therefore two separate share cards on this page: Share The Public Donation Form for giving, and Share The Public Sales Form for selling items. Each card carries its own Public Link with a Copy button and its own QR code. They are different links, so check which one you are sending.

Leaving the Page

Exit Workspace returns you to the campaign record.

Best Practices

• Set the banner and wording before you share the link anywhere
• Only turn the leaderboard on if you want the standings public. It changes how people behave
• Check the form on a phone, since that is where most people will open it