Donation Forms Associated with TR Events

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I feel like this might be a silly question, but I'm going to ask it anyway, since I just can't figure it out.  

 

We copied an old TeamRaiser to create a new one.  However, when you click on the "Make a Donation" link on the main greeting page of the event, it links to a donation form that was created for a previous event.  Is there anyway to associate a different donation form with that TeamRaiser?

 

Thanks!

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  • Hi Courtney, 

     

    Yes there is, provided that  first you have created a new donation instance to be associated with that TeamRaiser. 

     

    To associate that newly created donation with the TeamRaiser:

    1. Click on Edit link of that TeamRaiser within the "Action" column on the TeamRaiser List page.

    2. Under #2. Select Fundraising Options > #1. Donation Form  -- you will likely find the donation on that dropdown

    3. Make sure that you hit "Save" or "Next" to confirm the selection made on the page.

     

    Let us know, hope it helps.

     

    regards,

    Daniel

  • Daniel Hartanto:

    Hi Courtney, 

     

    Yes there is, provided that  first you have created a new donation instance to be associated with that TeamRaiser. 

     

    To associate that newly created donation with the TeamRaiser:

    1. Click on Edit link of that TeamRaiser within the "Action" column on the TeamRaiser List page.

    2. Under #2. Select Fundraising Options > #1. Donation Form  -- you will likely find the donation on that dropdown

    3. Make sure that you hit "Save" or "Next" to confirm the selection made on the page.

     

    Let us know, hope it helps.

     

    regards,

    Daniel

    Thank you for the suggestion!  The screen shot is particularly helpful!



    Unfortunately, it seems I'm missing that particular option to associate a different donation form with the event (see attached).  I wonder why?

  • Courtney Sebold:

    Thank you for the suggestion!  The screen shot is particularly helpful!



    Unfortunately, it seems I'm missing that particular option to associate a different donation form with the event (see attached).  I wonder why?

    Always welcome Courtney !

     

    As of why you might not be seeing it.. first thing comes to mind as probable cause would be whether this TeamRaiser is a child of Blueprint?

     

    If so, you might want to :

    1. unlock the specific option within the Blueprint (parent TeamRaiser) - indicated by that padlock,
    2. save the changes, and
    3. don't forget to push the changes.  Which upon completion of the push, you'll then be able to access / view that option and be able to make the changes accordingly.

     

    p.s. the push would take place overnight, thus you'll likely see that the next day.

     

     

    Usually that's the case, but if the above does not resolve your issue then you might want to see if there is anything to do with your account not being given permission / privilege to edit that option (which I am not sure if that security group settings goes down to that level).

     

    Let me know.

     

    Daniel

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