Managing Designations

Designations are best for when donors need to choose from a simple dropdown list of options for where their funds should be used. They can be used across Campaigns, and can be passed into your CRM as needed.

 


Making new Designations

Designations can be made in two areas of the system, to help you have a quicker time doing so whether you're working on a single Campaign or just setting up the available Designations for your system in general. 

Every Designation has a Name (how it appears to the public), and can also have a Code. Putting in a Designation Code can be useful for future mapping - for example, you could put in the internal name for that Designation in your CRM so that you could make a mapping rule more easily using our CRM Integration. 

From a Campaign's Checkout tab

While you're editing a Campaign in the dashboard, under the Checkout tab you'll find an option in the left-hand menu labeled Designations. From there, you can check a box to enable designations, and if checked, see a dropdown of available Designations.

That dropdown will also include an option to create a new Designation on the fly, if you can't find the one you need - selecting that will allow you to set your new Designation's Name and Code (if applicable).

From the Designations page in Settings

While you're in the dashboard, in the top right you'll always see your organization's name and your name. Clicking on that will bring up a dropdown, from which you can choose the Settings option. In the account Settings area, there'll be an option in the left-hand menu for Designations.

On the Designations page in your Settings, you'll see an Add Designation button in the header - clicking that will allow you to set your new Designation's Name and Code (if applicable). 

 


Managing your Designations

On the Designations page in your account Settings, you'll see a row for each of your existing Designations.

Clicking the three-dot menu in each Designation's row will give you options to edit or delete the Designation, as well as offering shortcuts to filtered views just those Donations or Recurring plans matching that Designation.

 


Working with Designations and CRM Integrations

There are two ways to use the Designation on a donation to set values in your CRM via our Integration: Mapping Rules and Special Rules. 

Mapping Rules

If the details of every Designation (either its Name or its Code) are a value your CRM already knows, setting a single Mapping Rule may be the best method. With Mapping Rules, you could make either or both of the following:

  • Designation: Name -> Object: Field
  • Designation: Code -> Object: Field

Generally speaking, if you use Designations, it's best to have at least one of the above two Mapping Rules populated with something appropriate for your CRM's data structure.

Special Rules

If donations towards a specific Designation should also fill in a specific entry in your CRM, you may want to have a Special Rule for each Designation along these lines:

  • Designation: (pick a specific designation from the dropdown) -> Object: (pick a specific value from the dropdown)