How to Duplicate a Fundraising Page

Duplicating a simple fundraiser is finally here! Use this feature to copy your fundraising page to build a new fundraiser.

How to Duplicate a Fundraiser

• Sign in to your Trellis account at app.trellis.org.

• From your dashboard, find the fundraiser you want to duplicate.

• Click the three dots on the fundraiser card to expand the menu.

• 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

  • Don’t forget to hit Publish Changes once you’ve updated these.

• Sidebar Settings > Social Sharing

  • Update the social sharing link and title to reflect your new fundraiser.

• Page URL (Top Right Dropdown Menu)

  • Customize the URL to match your new event or campaign name.