Donation Form Results

Steve Potter

Until now, we've had just one "generic" donation form.  I've since created (not yet published) similar forms but with additional data elements: one for Membership gifts and another for Memorial gifts. I did this by copying and modifying our original donation form. Questions:

1. What's the best way to get transaction results from the new forms?  Will they be clearly and separately identified in the "Donations by Transaction" report (Fundraising/Donation Management/Donation Reports)?

2. Will they also be included and identifiable in the "regular" Transactions report (Data Management/Reports/Transaction Reports)?

3. Do I need to set up each with a unique Campaign or something in order to do that?  How do I do that?  (I don't really consider it a campaign - just a different kind of gift that I want to track.)

4. In which report(s) will I see the new fields or data elements?  Do I have to do something to set that up?

Steve, Sacramento SPCA

Adam Lemmon

Great questions:

1. What's the best way to get transaction results from the new forms?  Will they be clearly and separately identified in the "Donations by Transaction" report (Fundraising/Donation Management/Donation Reports)?

Since you have created new donation forms, when you click to run the Donations by Transaction report, you will be able to identify which forms should be included in the report on step 3 of the report configuration.  If you choose to only include certain donation forms in that report, it will only give you results that include donations to that form.

Additionally, when you do run the Donations by Transaction report to include all donations from all forms, there is a column which will tell you the name of the donation form that the gift came in through, so even if you run a report that includes all donations, you should still be able to identify which donations were a part of each campaign.

2. Will they also be included and identifiable in the "regular" Transactions report (Data Management/Reports/Transaction Reports)?

No, that report will only give you a label which identifies the Convio Donation Campaign that the transaction was a part of.

3. Do I need to set up each with a unique Campaign or something in order to do that?  How do I do that?  (I don't really consider it a campaign - just a different kind of gift that I want to track.)

No, you should not need to set up a separate campaign for each form.  In this case, the base campaign (Convio Go! Campaign) should work nicely -- that campaign can house all of the separate donation forms that are general.  The time when you will want to create a separate campaign will be when you are running an online campaign that is separate from the other online fundraising activity you are doing (example:  when we run the end of year fundraising campaign we will be building that in a separate Convio Donations Campaign.

4. In which report(s) will I see the new fields or data elements?  Do I have to do something to set that up?

The Donations by Transaction report that you run should have all of the fields that you've added.  You will need to download that report in order to see all of the columns of data.  When you download the report, scroll across all of the included columns of data and let me know if you are having trouble finding a specific field... it should all be present in that report.

Great Questions Steve!  Feel free to update this post if i need to expand further on any of the above.

Cheers,

Adam

Steve Potter

Thanks Adam.  A follow-on question... I just ran a successful test on each of the new Donation Forms, but the test transactions did not appear in the

the Donations by Transaction report - should they have?

Adam Lemmon

Steve Potter:

Thanks Adam.  A follow-on question... I just ran a successful test on each of the new Donation Forms, but the test transactions did not appear in the

the Donations by Transaction report - should they have?

Gotcha... once your site is in "LIVE - processing" mode -- the only way to have transactions show up on the reports would be to process a real live transaction.  When you use the Test Drive feature in the back end, you will only be seeing a simulation of the process that a donor will walk through, but the transactions will not show up on any reports.

Adam