Forms Overview and Lifecycle

What a Form Contains

Every DonorPoint form brings together:

  • Items — the giving options, registrations, or other choices available to donors
  • Payment Methods — which payment options are presented
  • Contact Fields — what information is collected at checkout
  • Page Template — the HTML wrapper providing branding
  • Confirmation Page — what donors see after completing a transaction
  • Confirmation Email — the receipt email sent to the donor
  • Custom Fields — additional data collected at the transaction level
  • Scripts — pre and post-processing logic for business rules

Form Lifecycle (Status)

Status Behaviour
Draft / Test Only accessible to logged-in staff; transactions created with Test status; safe for configuration and testing
Internal Only Accessible to logged-in users only; transactions are live (Active status)
Public Accessible to anyone with the URL
Inactive URL returns an error or redirects to a configured redirect form

Creating a Form

  1. Navigate to Forms in the sidebar
  2. Click Create — if Campaign Templates are configured, a template picker appears first
  3. Enter the form name, URL name, and type
  4. Add Items on the Items tab
  5. Configure Payment Methods, Contact Fields, and Confirmation content
  6. Set status to Draft for testing, then Public when ready

The URL

Every form has a canonical URL based on your account name and the form’s URL name field. Custom vanity URLs (Redirect URLs) can also be created. See Sharing and URLs.

Duplicating a Form

The Duplicate action creates a copy of a form with all its settings. The duplicate starts in Draft status. Items, payment methods, and custom fields are all copied. Use duplication to create variations of an existing form without rebuilding it from scratch.

Archiving a Form

Forms that are no longer needed can be archived. Archived forms are hidden from list views but their transaction history is preserved. An inactive form can be configured to redirect donors to a different active form.