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Table of Contents

Step 1: Enable Campaign Selection on your form Step 2: Set up your campaign picklist options If the picklist is optional Note Add or manage picklist options Step 3: Configure campaign selection settings Step 4: Save and test your form

How to add a campaign selection bar in Studio form

Table of Contents

Step 1: Enable Campaign Selection on your form Step 2: Set up your campaign picklist options If the picklist is optional Note Add or manage picklist options Step 3: Configure campaign selection settings Step 4: Save and test your form

The Campaign Selection feature allows you to add a picklist on the first step of your 3-step donation form so donors can choose which campaign they want their gift to support.

This gives donors more control and allows your organization to have multiple campaigns in one form while still tracking campaign attribution in Salesforce.

Step 1: Enable Campaign Selection on your form

  1. Open Manage Forms and enter the Form Editor for your 3-step form.
  2. Go to the Amount tab.
  3. Scroll to the Campaign Selection (Optional) section.
  4. Click Enable Campaign Selection.

A campaign selection bar will now appear on the form preview.

Step 2: Set up your campaign picklist options

You can make the campaign picklist Optional or Required.

If the picklist is optional

  1. In the first campaign option, click Edit.
  2. Set Campaign Name to a placeholder such as -- click to select --.
  3. Leave the Campaign ID field blank.
  4. Click Update.

This creates a default blank option for donors who may skip campaign selection. You can also create a placeholder option as above if your picklist is required - just make sure you tick Required to fill field checkbox for campaign selection.

Note

Studio does not currently support reordering picklist options after they are created.
To save time and avoid recreating options, we strongly recommend starting with a placeholder option as your first entry, especially if your picklist will be optional.

 

 

Add or manage picklist options

  • Click Add to create a new picklist option.
  • Click Remove to delete an option.
  • Click Edit next to any option to update its details.

In the expanded Picklist Option edit panel:

  1. Campaign Name: Enter the label donors will see in the picklist (for example: Research Program, Christmas Appeal, Annual Giving).
  2. Campaign ID: Enter the Salesforce Campaign ID for this option.
    For instructions on finding the Campaign ID, see Where is my Campaign ID?
  3. Click Update in that option edit panel to save that option.

After adjusting all entries, scroll to the bottom of the Campaign Selection section and click Update to confirm the changes for the full picklist.

Step 3: Configure campaign selection settings

In addition to picklist options, you can also customize the following fields:

  • Label: The text shown above the campaign picklist.
  • Help Notes: Tooltip text to guide donors during selection.
  • Required to fill field checkbox:
    • Tick to make campaign selection mandatory.
    • Untick to allow donors to proceed without choosing an option.
      (If optional, ensure you followed Step 2 to create a placeholder option.)

Step 4: Save and test your form

  • Click Update at bottom of your screen to save your changes.
  • Open a published Studio page using this form to test the donor experience.
  • After submitting a test donation, confirm in Salesforce that the Payment Txn record has the correct Campaign populated.

Updated at November 26th, 2025

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