Fundraising Setup

Modules>Fundraising>Overview>Fundraising Setup>source code child form>Add button

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:

1. Follow the path above.
2. Click the Add button. The Add–Source Code page opens.
3. 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.

4. 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.

5. Delete a field by clicking the delete icon beside the field. Click the trash button to delete all the fields.
6. Add a field by clicking the add button.

6. Click the Save button to save your changes and return to the Fundraising Setup page. Click the Cancel button to return to the Fundraising Setup page without saving your changes.

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