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How do I copy my Giving Day profile over from a previous Giving Day?

Learn how to copy a previous Giving Day profile over to a new profile

Aja Hall avatar
Written by Aja Hall
Updated over a week ago

Step 1: Navigate to Your Admin Dashboard

If your home page is not your Admin Dashboard, click on the drop-down box at the bottom of the screen next to “Viewing Dashboard For” to view a list of organizations that you are an administrator for. Click on the name of the organization that you would like to access.

Step 2: Navigate to your Giving Day Dashboard

From the “Home” tab of your Admin Dashboard on, click on the name of your Giving Day from the Giving Day banner highlighted below. 

Step 3: Select "Copy This Profile"

On this page, you will see a grey, "Copy This Profile" button, and the page the information will be copied from to the left of the button.

Once you complete Step 3, all the information from the profile you copied will automatically be placed onto your current profile! This includes the organization's information, story, and donation levels. Feel free to make any changes you'd like to refresh or update for the new year. 

Profile Reset

In the event that you need to start over, or need to copy over a different Giving Day profile, you can click the 'Reset Profile' button. Please note that by clicking this button, any information that you have added (including Your Story, Donation Levels, 'Thank You' Messages, images, and any custom Settings) will be reset.

After clicking 'Reset Profile', you can start from scratch or copy over a different Giving Day profile.

Questions? Reach out! You can find us by clicking the little blue chat bubble in the lower right-hand corner of the page or by emailing!

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