Setting Up AFO Forms in the Online Directory

If your organization uses Community Brands Fundraising Online (AFO) to manage fundraising campaigns and events, you can include forms from AFO on the constituent pages. The constituent's profile can be used to populate fields in the form, but the donation information will be managed in AFO.

To add forms to the Online Directory, use the following steps:

  1. Go to Tools>Online Directory Setup. You must be a Millennium system administrator to access this function.
  2. In the Online Directory Setup page, click AFO Forms.
  3. In the AFO Forms page, hover over the Edit icon in the title bar to display the context menu, and click Insert.
  4. In the AFO Form Setup page, enter the following information:
    • Display Name—Enter the name of the form as you want it to appear in the Online Constituent Directory.
    • AFO Form Snippet—Enter the code snippet for the AFO form. The snippet can be found in Community Brands Fundraising Online, on the Form Details page.
    • Active—Select the Active check box to make the form active on the web site. If you clear this check box, the form will not be displayed.
  5. Click Save to save your changes.

To edit or delete an existing AFO form, use the following steps:

  1. Go to Tools>Online Directory Setup. You must be a Millennium system administrator to access this function.
  2. In the Online Directory Setup page, click AFO Forms.
  3. In the AFO Forms page, click the Edit button next to the form you want to change.
  4. To delete the form, click the Delete button in the AFO Form Setup page.
  5. To edit the form, change the Form Setup options, as needed:
    • Display Name—Enter the name of the form as you want it to appear in the Online Constituent Directory.
    • AFO Form Snippet—Enter the code snippet for the AFO form. The snippet can be found in Community Brands Fundraising Online, on the Form Details page.
    • Active—Select the Active check box to make the form active on the web site. If you clear this check box, the form will not be displayed.
  6. Click Save to save your changes.