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Create, Edit, and Clone

Learn how to create, edit, and clone Action Pages from the Pages Index to quickly build, update, and replicate pages in your fundraising account

From the Pages Index, you can create new Action Pages, make updates to existing ones, and duplicate pages for faster setup. Whether you’re starting from scratch, refining current content, or reusing a successful layout, the Create, Edit, and Clone tools in the Action Page Builder give you the flexibility to manage and customize your pages efficiently.

Table of Contents


Create

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To create a New Action Page, follow the steps below:

  1. Access the Action PagesPages tab from the main menu bar in your fundraising account
  2. Next, click the blue + New Page button
  3. Select the Page TypeDonationEventLead
  4. Once you have made your selection, you will be redirected to the Builder.

Edit

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To Edit an existing Action Page, follow the steps below:

  1. Access the Action Pages>Pages tab from the main menu in your fundraising account.
  2. Hover over the Action Page you would like to edit.
  3. Click Actions>Edit.

You can learn more about the Action Page Builder here.


Clone

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Use the Clone tool to create a copy of an existing Action Page. Once a page has been cloned, further customizations and edits can be applied to the page.

To Clone an Action Page, follow the steps below:

  1. Access the Action Pages>Pages tab from the main menu bar in your fundraising account.
  2. Next, hover over the Name of the Action Page you would like to clone.
  3. Click Actions>Clone.
  4. You will then be redirected to the Builder to customize the cloned page.

Disclaimer: If a Billing Agreement has been applied to an Action Page, cloning the Action Page will carry over the Billing Agreement.