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How can I duplicate or clone my form?

You can easily duplicate or clone any form on Zeffy.

To duplicate a form:

  1. Log into your Zeffy dashboard on a computer.
  2. Go to "Fundraising" > "Campaigns". 
  3. Next to the name of the form you want to duplicate, to the right of the screen, you will see 3 little dots. Click on the 3 little dots. 
  4. Click on "Clone". 

You will be prompted to rename your form and then taken to your cloned (or duplicated) form editor. Here, you can change any information that needs to be adjusted for the current campaign and then click "Save".

⚠️ The name you assign to your new form will be the name included in the form URL. The form URL cannot be adjusted once the form has been created. If you make a mistake, you can always duplicate the campaign and rename it to have the desired name in the URL. 

When you go back to your campaigns list, you should see your new form in the list. 

Make sure to update any dates or images found in the different sections of your new form when you are duplicating/cloning an old form! 

⚠️ When you duplicate a campaign that includes a scheduled reminder email, the reminder email will be copied as a draft in your new form.

To ensure the reminder reaches your participants, remember to review and schedule the email in the cloned form—this action is necessary for the reminder to be sent to buyers associated with the new campaign. It will not be sent automatically.