Best Practice Input - reusing forms?

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Last year, we used Online Express for the first time to accept gifts for our annual employee campaign. We have 6 different forms (one-time CC, one-time payroll, recurring payroll, each for two different entitites.)  Well. It's that time of year again :) 


So, my question - would you update the forms from last year to reflect this year's dates and priority funds? Or copy and create new forms to use for this year's campaign?
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Comments

  • Sounds like you could consolidate forms with Online Express down to 2 for each entity? One for one-time gifts and one for payroll?


    I would copy and create new forms so you have the new tracking information of clicks, donations, etc.
  • Stephanie Ulmer:

    Sounds like you could consolidate forms with Online Express down to 2 for each entity? One for one-time gifts and one for payroll?


    I would copy and create new forms so you have the new tracking information of clicks, donations, etc.

    Unfortunately, no.  We tried that at one point and people got too confused; we also need different info if it's a payroll deduction vs CC transaction.


    I'm leaning toward copying for just those reasons. Thanks for the validation :)

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