Assign a form or a campaign to an impact area?

Steve Duncan

• December 08, 2021 19:49

Is there a way to have donations to a campaign or a specific form automatically go to an impact area?

We're doing our annual fundraising campaign for secondary school sponsorship and want all the donations for that campaign automatically tagged to that impact area.

1

• Official comment

  

  Stefania

  • December 09, 2021 16:12

  Hello Steve,

  
  Oh, great question!

   

  Impact Areas work a little differently than this scenario. They are designed to be applied to donation forms as physical options for folks to choose where their funds should go. When a donor does this, they're donation will automatically be applied to that Impact Area. And of course, by adding a campaign to a donation form, you ensure that any donations made through that form are logged under that Campaign.

  
  However, it's not possible to automatically connect an Impact Area to a Campaign right now. I'd never thought about this application before! It's a great candidate for our Product Portal.

   

  In the meantime, it's very easy to Filter your Donations by a specific date or Campaign and then bulk assign all of the remaining donations to an Impact Area. That would be my advice!

   

  Thanks,

  Elsie

Please sign in to leave a comment.