Best Practice Input - reusing forms?

Steph Williams

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?

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.

Steph Williams

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