Edit legacy campaign templates – GoFundMe Pro Help Center

If this feature isn't available to you in GoFundMe Pro, contact our team to learn about adding it to your account.

In this article:

Edit a campaign template
Edit and lock settings
Next steps
FAQ

Before you start

This article covers editing templates for our legacy campaigns. If you're using our Studio campaigns, check out our guide on creating and editing Studio templates.

Edit a campaign template

Once you have created a template, you can edit it and push updates to campaigns created from the template.

To edit a template:

Select Campaigns in your account menu and then select My templates
Select Legacy templates
Select the template you want to edit
Select Edit Template

Note: When edits are made to a template, the edit will carry over to all campaigns built with that template. To prevent edits to a specific campaign, detach it from the template. Learn how to detach a campaign.

Edit and lock settings

Review the Details, Pages, and Email tabs to ensure you set up everything correctly and lock the settings you want to remain consistent.

Screenshot of the campaign template tabs

Details

Under the Details tab, set the Date & Time, Registrations, FAQs and more. Be sure to Save your changes. Also, if you want this setting to remain consistent across campaigns, select the Lock icon to prevent any changes.

Screenshot of the Date & Time form with the lock icon highlighted

Pages

Under the Pages tab, set up and design the pages of your campaign template. Use the Edit Pages tab to create the layout of your campaign’s pages and use the Lock Settings tab to lock in place.

The Edit Pages tab works the same as building a campaign on GoFundMe Pro. Learn how to create a campaign.

To use the Lock Settings tab:

Select Lock Settings
Select a Content Block
Next to the content you want to lock, select the Global Lock icon
Select Save

Now, when someone creates a campaign using this template, they cannot change the part of the template you have locked.

Note: If you lock a custom block on the template, when someone creates a campaign from the template, they cannot edit the layout of the page.

Email

Under the Email tab, set up the emails for your campaign template. Use the Edit Pages tab to edit the emails and use the Lock Settings tab to lock in place.

The Edit Pages tab works the same as editing emails on GoFundMe Pro. Learn more about emails on GoFundMe Pro.

To use the Lock Settings tab:

Select Lock Settings
Select an Email category
Select an Email
Select Email Contact Details or Email Content
Next to the detail you want to lock, select the Lock icon
Select Save

Publish template

Once you finish editing the template, select Publish to push your changes to any existing campaigns created from this template.

Next steps

Now your changes are pushed to any campaigns already created from this template. If you have not already, create a campaign from the template.

Learn how to create a campaign from a template.

Frequently asked questions

I am having trouble editing a template

If you are seeing the templates tab, but you can't click the button to edit a new template, then confirm your setup permissions. You'll need to have the Template Manager role OR& Organization Admin access.