Attach a form to a campaign

Who can do this Owner, Admin, Member

Link one of your FormCARE forms to a campaign so donors fill it in as part of giving — a volunteer sign-up, a dedication message, or anything else a donation alone doesn’t capture.

Before you start

• Connect FormCARE first. The form-linking card only appears on a campaign once your organisation has a FormCARE connection.
• The form must already be published in FormCARE — a draft form won’t appear in the picker.

Steps

1. Open the campaign’s settings and find the FormCARE Form card.

   

2. Select a form from the dropdown. Only your published FormCARE forms appear.

3. Choose when donors see it. Before payment embeds the form as a step inside checkout, so a donor can’t complete payment without it. After payment offers it on the donation success page instead, with a reminder email as a backup.

4. Set a reminder delay, if you chose After payment — how many hours to wait before emailing a donor who paid but hasn’t filled in the form yet.

5. Select Save. The card shows the link is active immediately.

   

6. Check a donation’s form status from the donation record. A linked donation shows Form pending or Form received — the full response itself is read in FormCARE, not in DonorCARE.

If something goes wrong

What you see	What it means	What to do
The FormCARE Form card doesn’t appear on a campaign	Your organisation hasn’t connected FormCARE yet	Go to Connect FormCARE first
The form you want isn’t in the dropdown	The form is still a draft in FormCARE	Publish it in FormCARE, then reopen the picker
A donor says they never saw the form	It may be set to After payment and they haven’t reached the success page or opened the reminder email yet	Check the mode on the FormCARE Form card, and confirm the donation actually completed

Related

• Connect FormCARE
• Create a campaign
• Publish a campaign