Editing our designations on our donor form

jennylee

I needed to split one designation into two different designations. I attempted to edit our donation form designation like so:

I went to Fundraising>donation management and selected the all donation forms tab. From there I chose the form I wanted to work with and clicked edit. I then chose the designated giving tab and copied one our our choices and edited them both to suit.

Here's the problem: My edits do not show up on this form. They are showing up on our main designated giving form. Secondly, only one of them is showing up.

I did something wrong. I put it back so it looks normal now but if you could look, I would appreciate it.

Adam Lemmon

Gotcha...

So what you'll need to do in order to create a new designation is:

Navigate to Fundraising >> Donation Management >> Designated Giving tab

There you'll need to create the new designation that doesn't yet exist, and if needed, you'll need to edit the existing designation so that it is worded properly. Once this is done, next, you'll need to edit the donation form itself, and when you are editing the designated giving level option in the donation form, you will have a chance to update and bring in the new designation that was created.

Save your work and you should be in good shape. Update this post if we can clarify further.

Cheers,

Adam