Custom Fields allow you to track complex internal data points: appeal, market source, fund, etc.
- Define Custom Fields for a Campaign
- Option A: Use URL parameters
- Option B: Use the Elements creator
- See Custom Fields on each donation's details page
- Map Custom Fields with your CRM Integration
Define Custom Fields for a Campaign
You can define which Custom Fields you would like to use in your Campaign's Settings tab. You can also set a default value for each.
Option A: Use URL parameters
You can now construct HTML links or direct URLs with values for required fields and use this link in your email campaign, referrals or just across your website.
Example where visitor lands on your website as-is:
You can also use Custom Fields in your direct checkout URL.
Example where visitor lands on your website with donation checkout already open:
When a user comes in through either URL, Fundraise Up stores all the link parameters for 30 minutes (session standard as recommended by Google) and passes those parameters to checkout as long as that user completes the donation within 30 minutes from clicking the link.
Option B: Use the Element creator
When making or editing an Element through the Elements tab, the first step is always to decide what Campaign it should point towards.
Based on that, the Custom Fields tab for that Element will offer you any Custom Field options available for that Campaign, so that you can provide what value should be set for each when people use that Element in particular!
See Custom Fields on each donation's details page
Every donation made towards a Campaign that has Custom Fields will have a section that shows the values set for each Custom Field.
Map Custom Fields with your CRM Integration
Go to the Integrations page of your Settings and make sure your Mapping Rules pass any Custom Field values into the appropriate fields in your CRM.