How to Edit a Giving Link

After you have created a giving link you can edit it at any time. When you edit the link, the URL, QR code, and Embed script will remain the same unless you choose to edit it. 

1. To Edit a giving set, from the Welcome to CDM+ window click Engage Settings. 
   

   

   
   
   
2. Next, click Giving Sets from the left-hand side menu and then click the Giving Set you need to update.  
   

   

   
   
   

3. On the next page, you can update the name of your giving set (which will be visible to your donors) and customize your URL.
   

   

   NOTE: Existing bookmarks and links will break if you change the URL. If you have already published your Engage URL be prepared to communicate the new URL to anyone who might have your previous URL saved.

   

   
   

4. On the same page, scroll down to where you see Funds. You can choose to add all the Funds in your Fund List by clicking on the Add All Funds button.
   

   

   
   
   Or you can click on the drop-down arrow next to the Add Fund field to add only the funds that you wish to appear on your link. 
   

   

   
   
   Then, just click on the fund you want to add.
   

   

   
   
   You will then see the fund added to your link. 
   

   

   
   
   You can add as many funds as you wish to your link. The funds will appear in the same order that they are listed in your fund list. Click here to see how you can manage your fund list.
   
   
   To remove a fund from the list, simply click on the X next to the name of the fund. 
   

   

   
   
   
   You can also update the description of the fund that is donor facing. Please note that when you do this, it does not change the name of the Fund in your fund list. 
   

   

   
   
   

5. Next, you can edit your choice on if you want to publish this set to the New Gift Page. The New Gift Page is a separate link that you can use which list all of the sets you’ve published to this page.

   

   
   
   

6. Scroll down a little further and you can edit your choice on if you want to allow recurring donations on this giving set or set it up to receive one-time gifts only. If you choose Enable recurring gifts, your donors will be able to choose either a recurring or one-time donation. You can also decide if you want to allow All payment method, Credit/Debit only, or Bank Account only.

   

   
   

7. Next, you can customize this giving set by adding a custom Banner Image. Click Upload and select a file you want to use.

   

   
   

8. Next, you can edit the custom header and footer text that will appear at the top and bottom of your giving form. This is a great place to provide instructions to your donors or to simply say thank you. You can also change the background color of your form. When finished, click Save Giving Set.
   

   

   
   
   
9. Then, you will see a pop-up box that lets you know you have successfully edited your link and your changes have been saved. 
   

   

   
   
   
10. You can then scroll back up to the URL section on the page and decide if you want to copy your link, embed your link, or download the QR code to send this link to your donors.
    

    

    
    
    
11. When you are finished, simply scroll down to the bottom of the page and click on Back to Giving Sets.