Question about fund designation in OLX donation forms

Erin Coulter 2

In donation forms, is there a way to add multiple designations that go to the same fund but have different display names?


We recently switched from NetCommunity, and used to be able to direct to the same fund as many times as needed and just change the display name. This was helpful in our Annual Fund donation form, where we offer several different choices for donors to direct their gift to, without having to create different fund for each of the annual fund priorities.

Michele Stender

Hey Erin, You could accomplish this by adding a gift attribute to the form. You would have to first create the gift attribute in RE and then you could ask them the question on the form with the choices of the gift attribute.

Michele

Lucas Metherall

Michele Stender:

Hey Erin, You could accomplish this by adding a gift attribute to the form. You would have to first create the gift attribute in RE and then you could ask them the question on the form with the choices of the gift attribute.

Michele

Hi Michele, 


can you please give me a brief run-down of what an attribute is within the database, and what it would look like for the donor if we followed your suggested advice?

Thank you!

Michele Stender

Lucas Metherall:

Michele Stender:

Hey Erin, You could accomplish this by adding a gift attribute to the form. You would have to first create the gift attribute in RE and then you could ask them the question on the form with the choices of the gift attribute.

Michele

Hi Michele, 


can you please give me a brief run-down of what an attribute is within the database, and what it would look like for the donor if we followed your suggested advice?

Thank you!

 

Hi Lucas, I am going to link some great Knowledgebase articles that will give you the details you need to add your attribute in RE and then on the donation form.

How to create attribute in RE
How to add attribute to OLX form


I was hoping an organziation that is currently using attributres on their donation forms could provide their site as an example. Can anyone help give Lucas a  visual? Thank you!!

~Michele

Jen Claudy

The Gift Preferences section of our Donation Page is all Gift Attributes, except for the Comment box at the bottom of that section.  However, we don't use Attributes for Fund Designations as was the original question.  The Attributes can be required fields on an OLX Donation Form, although you cannot (yet!) choose a default option.  Then they come thru to RE as Gift Attributes and you would need to move data as necessary (for us, the Donor Listing goes on a Constituent Attribute, so I have to move, or at least double-check, that manually).