Configuring Designations

Designations allow donors to direct their donation to a specific fund, program, or purpose. Before a designation can appear on a Giving Form, it must first be associated with the appropriate campaign. This article walks through how to assign designations to a campaign and make them available to donors on a Giving Form.

Adding Designations to a Campaign

In order for designations to be available on your giving form, they must first be associated with a campaign. This can be done on new Campaigns by following the steps outline in Setting Up a Campaign. For existing Campaigns, use the following steps:

1. Navigate to Campaigns > Ellipsis (...) Menu > Edit Campaign.
2. Open the Designation(s) dropdown and select your desired Designations.
3. Click Update Campaign.

Adding Designations to a Giving Form

After designations are added to a campaign, they can be included on a Giving Form.

1. Navigate to Campaigns > Select a Campaign > Select a Giving Form.
2. In the Element Library click Designations.
3. Add or remove designations as needed for the form.
   1. At least one designation is required to publish a form.
4. Prompt Name: Customize the label shown above the designation selector to clearly guide donors in choosing where their donation will be directed.
5. (Optionally) Select a Default Designation to be pre-selected.
6. (Optionally) Allow Multiple Designations.

   1. Allows donors to split a single donation across multiple designations, such as dividing a $100 gift into $50 for two different funds.