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.

I have the Soapbox Engage Administrator with...I have the Soapbox CMS 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 Engage 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 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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