Managing Designations

Designations record the allowed use of donations. They can be used across campaigns, and can be passed into your CRM as needed.

While it is not required that each donation have a designation, it's generally a good rule of thumb that if you use designations at all, it can help for every donation to have a designation for ease of reference, clarity as to whether it is restricted or unrestricted, appropriate CRM mapping, and more.




Making new Designations

Designations can be made in two areas of the system: in the campaign checkout settings, or from the designations page in settings. 

Every designation has a name (how it appears to the public), a unique ID, and can optionally have a user-defined custom code. Defining 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. 

In addition, if you have enabled any supported languages in your Localization page of Settings beyond your default language, you will also want to provide translations of each of your designations' names. That way, when donors are shown any designation options in checkout in any of your supported languages, they will be able to make an informed choice.

From a Campaign's Checkout tab

While you're editing a campaign in your 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,  code (if applicable), and localization for all supported languages (if applicable).

 

You can also assign designations to either one-time gifts or to recurring gifts, each with unique codes, that are also easily exportable or mapped to your CRM!

From the Designations page in Settings

While you're in your 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, code (if applicable), and localization for all supported languages (if applicable). 

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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. Please see our Integrations Page and choose your CRM for more details.

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)