Add a Fundraising Source Code
Use Source Codes to determine the effectiveness of mailings (both email and direct mail). You can also use source codes to determine which mailings drove the most Event registrations, which mailings drive the most Membership purchases (or renewals), and which mailings drive the most Fundraising donations. Add a fundraising source code when you want to track which fundraising incentives drive the most donations. A fundraising source code also populates other fields based on the source code context details you enter here.
To add a Fundraising Source Code, use the following steps:
- Follow the path above.
- Click the Add button. The Add–Source Code page opens.
- Fill in the fields for the Source section as described in the table below:
Field Required Description Source Code Required Enter a friendly name for the source code. Type Optional This field defaults to Fundraising. Eweb Code Optional Enter a name that will appear for this code on eWeb. start date Optional Enter or select a date that this code becomes valid. end date Optional Enter or select a date that this code becomes invalid. - Choose which fields to associate with your source code in the drop-down lists in the field column. The value you select in the field column determines the values available in the field value column.
Once you enter a source code in other places in netFORUM, these source code context details automatically populate.
source code context detailssource code context detailst
Field Field Value Description Appeal Key returns all Appeals Purpose returns all campaign Purposes Campaign Key returns all campaigns already in netFORUM Recognition Code returns a recognitions in netFORUM Fund returns all Funds already in netFORUM Correspondence Template returns all templates for email and mail correspondence Package Code returns a list of all packages in netFORUM Premium Code returns a list of all premiums in netFORUM recognition customer adr state returns all the states in the addresses of recognition customers recognition customer adr country returns all the countries in the addresses of recognition customers soft credit type returns all soft credit types setup in netFORUM— this context detail is not relevant for Fundraising source codes match program returns all gift matching programs setup in netFORUM Ask Ladder returns all the ask ladders already configured in netFORUM Tip: Select the fields Fund and Premium and select field values for each. Click Save. Now whenever you enter this source code, the fund field and premium field are also populated automatically with your selected field values.
- Delete a field by clicking the delete icon beside the field. Click the trash button to delete all the fields.
- Add a field by clicking the add button.
- Click the Save button to save your changes and return to the Fundraising Fund Code Profile. Click the Cancel button to return to the Fundraising Fund Code Profile without saving your changes.
Tip: If you select Ask Ladder as one of the source code context details, the following happens: When the constituent accesses the gift in eWeb, the ask ladder you identify in the source code context details appears.