Honor Gifts vs Ecard - donations

alangrossman

I am trying to add the Honor Gift option to my donation form.

I read on this form that Convio doesnt automatically contact the honoree about the donation made in their name, so it was recommended that an e-card option be placed in the form so that the donor has the ability to send the honoree a Ecard to let them know a donation has been made in their name.

My question is, if we use the Ecard to let the honoree know that a donation was made in their name. Is there any point in added the Honor Gifts field at all the the form (aside from just internal use)?

In additon to that, if we did use the Honor Gifts field in the form, is it possible to use that data to place in the ecard, so that the ecard is sent with the Donor's name and amount donated?

Thanks so much!

Adam Lemmon

Hi Alan,

Great question. If you are using the eCard option in a Donation form, I personally don't think that you need to include the honor fields. As you mentioned, it seems a little bit redundant to the donor.

There is not a way to use the contents of the Honor fields in the content of the eCard.

Let me know if I can expand further... great question,

Adam

alangrossman

Adam Lemmon:

Hi Alan,

Great question. If you are using the eCard option in a Donation form, I personally don't think that you need to include the honor fields. As you mentioned, it seems a little bit redundant to the donor.

There is not a way to use the contents of the Honor fields in the content of the eCard.

Let me know if I can expand further... great question,

Adam

Thanks Adam, that makes sense.

If we used the Honor Gift fields instead of Ecard fields, would it be possible to then be alerted, maybe via email, when a Donor submits a donation in honor/memory of someone? So that we can contact the Honorees and mail a letter to them?

Thanks for any help.

Patrick Hansen

alangrossman :

Thanks Adam, that makes sense.

If we used the Honor Gift fields instead of Ecard fields, would it be possible to then be alerted, maybe via email, when a Donor submits a donation in honor/memory of someone? So that we can contact the Honorees and mail a letter to them?

Thanks for any help.

Adam's out today, so I'm continuing the thread ...

On a single donation form, it isn't possible for you (as a Site Administrator) to be notified only when an honor gift is made. Also (and unfortunately), Convio's admin donation notifications don't currently include the honor gift fields, so even once you're notified of the gift, you'll still have to run a quick donation report to download information like the personalized message to the honoree.

One approach that I've had clients use is to create a donation form and campaign (correction) that are specifically for honor gifts and link to this form separately (versus your general gift form). Then, you can set a notification for this specific form knowing that any time you get a notification from that specific campaign (correction), you've received an honor gift. You then know to go run a donation report to generate the offline honoree letter.

Many organizations download all transaction data either weekly or monthly and, as a part of this process, generate their honoree notifications - if you are regularly downloading your transaction data, you may not need an automated admin notification.

-patrick

alangrossman

Patrick Hansen:

Adam's out today, so I'm continuing the thread ...

On a single donation form, it isn't possible for you (as a Site Administrator) to be notified only when an honor gift is made. Also (and unfortunately), Convio's admin donation notifications don't currently include the honor gift fields, so even once you're notified of the gift, you'll still have to run a quick donation report to download information like the personalized message to the honoree.

One approach that I've had clients use is to create a donation form and campaign (correction) that are specifically for honor gifts and link to this form separately (versus your general gift form). Then, you can set a notification for this specific form knowing that any time you get a notification from that specific campaign (correction), you've received an honor gift. You then know to go run a donation report to generate the offline honoree letter.

Many organizations download all transaction data either weekly or monthly and, as a part of this process, generate their honoree notifications - if you are regularly downloading your transaction data, you may not need an automated admin notification.

-patrick

Hey Patrick,

After creating a form just for honor gifts, how are the notifications setup then? Someone on the form directed me to EDIT option on the CAMPAIGN level, but that sets the notification for the campaign and not the form level. I created the form just for tributes as you stated, can you please direct me into setting up notifcations for the form itself?

thanks so much

Patrick Hansen

alangrossman :

Hey Patrick,

After creating a form just for honor gifts, how are the notifications setup then? Someone on the form directed me to EDIT option on the CAMPAIGN level, but that sets the notification for the campaign and not the form level. I created the form just for tributes as you stated, can you please direct me into setting up notifcations for the form itself?

thanks so much

Ah yes - a correction to my previous instructions. You're right - that notifications can only be set up at the campaign level, not at the form level. That means placing your Tributes form in its own campaign, or in a campaign only with other tributes forms.

alangrossman

Patrick Hansen:

Ah yes - a correction to my previous instructions. You're right - that notifications can only be set up at the campaign level, not at the form level. That means placing your Tributes form in its own campaign, or in a campaign only with other tributes forms.

Oh alright.

is it possible then to move forms to another campaign, or must it be recreated?

Patrick Hansen

alangrossman :

Oh alright.

is it possible then to move forms to another campaign, or must it be recreated?

You can copy the whole campaign, then archive the forms you don't need. That eliminates having to re-create the work. Unfortunately, there's no way to move a form from one campaign to another.

-patrick

alangrossman

Patrick Hansen:

You can copy the whole campaign, then archive the forms you don't need. That eliminates having to re-create the work. Unfortunately, there's no way to move a form from one campaign to another.

-patrick

By the way,

Which donation report would I run to see the honor gift fields (ex. personalized message, etc)?

Thanks!

Patrick Hansen

alangrossman :

By the way,

Which donation report would I run to see the honor gift fields (ex. personalized message, etc)?

Thanks!

You'll need to run a donations report to download tributes information. Here's where/how to run the report:

1. Login at

2. Go to Fundraising > Donation Management > Donation Reports tab

3. Select the Donation by Transaction report (click Go)

4. On step 6 of the report Process Navigator, you can set option 5 to "Only gifts that are honor gifts"

5. You can additionally set any other relevant filters (e.g. a specific date rage)

6. Run the report and download the .csv file that is generated

You will only see all the honor giving information (honoree name, contact info, and message) if you download and view the full .csv report.

-patrick