Test a giving form or campaign safely

Tags: product:online-giving intent:test intent:preview intent:quality-assurance

Use Preview Campaign from Online Giving > Campaigns > [campaign] and the corresponding Preview Form option for Giving Forms or the campaign backup form. Test both desktop and mobile layouts, required fields, designations, affiliations, recurring choices, payment-method visibility, post-payment content, confirmation templates, tracking links, and accessibility text.

Preview validates presentation but does not prove that a live payment will settle. Do not enter fabricated card data into a live form or assume a “test card” works in production. If the institution chooses to make and refund a real low-value gift, it must follow its own financial procedures and understand that refunds and fees can have consequences.

Use Send Test for email templates. A test email checks content and rendering but does not exercise donor-specific transaction data or guarantee production inbox placement.