How to Duplicate a Fundraising Page

How to Duplicate a Fundraiser

1. Sign in to your Trellis account at app.trellis.org/login
2. From your dashboard, find the fundraiser you want to duplicate.
3. Click the three dots on the fundraiser card to expand the menu. 
4. Select Duplicate to create a copy of your fundraiser. 
   
   

What Gets Copied (and What Doesn't)

What Is Copied

• Fundraising page and builder settings
• Fundraiser goal settings
• Event tickets
• Event details (date, time, location)
• Donation options and custom donation amounts
• Item(s)
• Custom fields (Note: "Apply this custom field to the following ticket types" is not copied)
• Promo codes (Note: "Which tickets/items does this apply to?" is not copied)
• Tax receipt settings
• Banking and organization profile

What Is Not Copied

• Silent auction items
• Live auction items
• Raffle tickets
• Live streaming
• Pre-seeded donations

Important Things to Update After Duplicating

Fundraiser Title and Heading Title
Update these by going to your Builder > Page Design. 

Social Sharing
Update the social sharing page description, page title, etc. to align with your new fundraiser. Update these by going to your Builder > Social Sharing.

Page URL 
Customize the URL to match your new event or campaign name by going to your Builder > Social Sharing.