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Viewing and managing Forms pages in the administrator

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How you view and manage Forms pages in the administrator is determined by the version of the Soapbox administrator your site has: Soapbox Lightning, Soapbox Engage Classic, or Soapbox CMS Classic.

I have the Soapbox Lightning Administrator with...
  • Contextual menu with App Launcher waffle to the left of the navigation
  • White and blue color scheme with penguin avatar in upper right
  • Forms Pages module in the left column of the home page
  • Soapbox Engage User Account module at the top of the right column of the home page

screenshot-lightining-thumbnail.png

I have the Soapbox Engage Classic Administrator with... I have the Soapbox CMS Classic Administrator with...
  • Main menu with no drop down options
  • Forms link in the main menu
  • Forms Pages module in the left column of the home page
  • Soapbox Engage User Account module at the top of the right column of the home page

  • Main menu with many drop down options
  • Menu link in the main menu
  • Icons for managing content in the left column of the home page
  • Getting Help with Your Soapbox Site module at the top of the right column of the home page

 

For Soapbox sites using the Soapbox Lightning administrator:

To view and manage the five most recently modified Donation pages within the Soapbox Engage administrator, go to the Forms Pages module on the home page of the administrator.

To view and manage all Donation pages, click the App Launcher waffle to the left of the navigation bar. In the App Launcher popup, do any of the following: a) in the Standard Apps section of the popup, click the Forms app tile and then the Pages menu item in the contextual navigation; b) scroll to the All Items section of the popup and click Forms > Pages; or c) type "Forms" in the search field and click either the Forms app tile or Forms > Pages in All Items in the results.

For Soapbox sites using the Soapbox Engage Classic administrator:

To view and manage the five most recently modified Forms pages within the Soapbox Engage administrator, go to the Forms Pages module on the home page of the administrator. From the module, you can create Forms as well as view and edit the five most recently modified Forms pages.

To view and manage all Forms pages, either click View All in the Forms Pages module or click Forms in the main menu. From the Forms Manager, you can create, edit, copy, publish, unpublish and delete Forms in the Forms app.

For Soapbox sites using the Soapbox CMS Classic administrator:

To view and manage Donation pages within the Soapbox CMS administrator, go to Components > Salesforce Dashboard > Forms in the main menu and then click Form Manager. From the Forms Manager, you can create, edit, copy, publish, unpublish and delete Forms in the Forms app.

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