Using the Form Editor – ActBlue

ActBlue user roles and permissions dictate what users can do on our platform. If the tools or features in this article are unavailable to you, speak to your entity Admin first about updating your permissions.

The form editor includes all the tools you need to customize and promote your form, from changing the text to customizing donation button amounts and recurring settings. The form editor lets you preview your form's changes in real time.

On the Contribution Forms page, click “Edit” to the right of your contribution form.

A Screenshot of two action buttons displayed to the right of your form title on the Contribution Form page. The first reads Duplicate and the second reads Edit. There is a red square around the Edit button, highlighting it.

Your contribution form and form editor will open. In the top right corner, you can select how you'd like to view your form: as yourself, a first-time donor, a returning donor, or an ActBlue Express user. Please note that you must toggle to "Donate as myself" to donate on your own form.

A Screenshot of the Previewing As options on a contribution form. There is a dropdown which reads ActBlue Express, indicating the form is being preview as an ActBlue Express user. To the right of this dropdown is a non-activated toggle. If clicked, the toggle will allow you to Donate to the form as yourself.

When editing your form, a small reset button will appear next to the field you edited. Click that button to undo that specific change.

A Screenshot of the Recurring Settings tab in the Form Editor. The tab displays a dropdown in which you can choosing the frequency of recurring donations made through this form. The current selected option displaying is Monthly, Unlimited. Above the dropdown there is a clickable option to reset your choice labeled Reset with a small orange arrow. This Reset option is highlighted with a red square.

An orange dot will appear next to sections where you have made edits to help you keep track of your work. Click "Publish" at the top of the page to instantly make your changes live; the orange dots will disappear.

A Screenshot of the Form Editor menu with orange dots reading Edited displaying to the right of sections which were recently edited. There is a red arrow pointing to the green Publish button which is displayed at the top of the menu.

The “Cancel” button will undo all unpublished changes across tabs.

A screenshot of form editor tabs with orange dots next to them indicating settings that have been edited but not published.

After you click “Publish” and close the form editor, you’ll land back on your form with the form navigation bar at the top. From the form navigation bar, you can:

Open the form editor
Access the Stats page
Duplicate your form
Promote it using refcodes and links
Set contribution alerts
Create ActBlue Express Lane links for your form
Go to the list of all of your contribution forms

Screenshot of the top navigation bar of the form editor. The More dropdown is open.

The amount of support that the ActBlue Customer Service Team can provide is dependent on the permissions that you have. Check with your entity Admin about your assigned role.

If you have any questions, please contact our support team using the email address you use to access your ActBlue account.

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