Using Custom Fields for internal data points

Custom Fields allow you to track complex internal data points: appeal, market source, fund, etc.


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. 

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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:

https://yourwebsite.org/?appeal=Hunger%20in%20Yemen&fund=Yemen&source=Yemen%20Facebook%20Campaign

You can also use Custom Fields in your direct checkout URL.

Example where visitor lands on your website with donation checkout already open:

https://yourwebsite.org/?form=donate&appeal=Hunger%20in%20Yemen&fund=Yemen&source=Yemen%20Facebook%20Campaign

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.

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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.

 


Export Custom Fields (coming soon)

Custom fields will be available in your export (as with any other donation details) soon! Keep tuned to our feature updates article if you want news on this feature update and more.


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