Copy a donation form and create a new campaign in the process or the ability to select which forms to copy into the new campaigm.

Currently, you need to setup a new campaign and then go find the form, copy it and move it to the new campaign. Could we have the ability to just copy and campaign and select which forms from that campaign to copy over to the new one? If you copy a campaign, it copies over all the forms and you can't delete the ones you don't need, only archive them. All archived forms still show up when we try to map to RE so our list for importing is full of forms that we don't even use.

  • Meghan Christiansen
  • May 20 2025
  • Reviewed: Voting Open
LO - Current Gen / Pain point
Area of the Product Donations
Org/Company Name Alzheimer Society of Ontario
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  • Admin
    Shaun Porteous commented
    6 Jun 02:35am

    Hi Meghan, thank you for raising this suggestion via Idea Bank. I’ve set the suggestion to Voting Open for the wider LO community to review. This is a great efficiency gain feature request. Not something we are tackling on our current roadmap but based on voting and review, this could be an are we tackle in the future.

    Thanks.

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