Designations

You can view and manage designations from the Designations page in the Dashboard.

When you create a new Designation, you include a name for the Designation, which is required, and a designation code. This code is not required but can be helpful for reconciling donations in your accounting software. The code is an available property in Exports and in integration mappings.

The Designations table view displays the Designations that you have created. Each row contains the ID, name, and code of the designation. If the Subaccounts feature is enabled, the table will also display a column with the name of the account that created the designation.

Each row also includes a three-dot vertical menu with options to manage the designation.

Parent accounts can create designations in their main settings that will also be available to subaccounts. Designations belonging to a specific subaccount will be available only for campaigns in that subaccount.

If you have enabled Localization features for your account, adding a new Designation will allow you to select the default language that the Designation name should be shown in. You can also provide translations of the name in the Localization tab of the Add new designation modal. Learn more →

By default, designations are not enabled in new campaigns. To enable designations, go to a campaign’s settings and select Enable gift designations. Once designations are enabled, you can search and select existing designations or create new designations.

When you enable designations, a new Designate to option will be displayed on the first Checkout screen in your Checkout modal or Campaign Page. When only one designation is enabled, the Designate to label shows the name of the designation, but it cannot be interacted with. When multiple designations are enabled, the default designation (described below) is shown and is selectable. When selected, a dropdown menu of all enabled designations is shown. A supporter can then select an alternate designation.

When you enable multiple designations, you can set one as the default. The default designation is the option automatically displayed to supporters when the Checkout modal or Campaign page is launched. There are three possible settings for configuring default designation behavior. These settings are accessed from the three-dot vertical menu displayed for each designation item (note that this menu only appears once you have added at least two designations).

• Make default for all donations: this option sets that particular designation as the default for both one-time and recurring donation. Supporters can still choose a different designation if they wish.
• Make default for one time: this option will set the selected designation as the default when the supporter has selected Give once as their donation frequency. Supporters can still select an alternate designation.
• Make default for recurring: this option will set the selected designation as the default when the supporter has chosen a recurring donation frequency in Checkout. Supporters can still select an alternate designation.

In some cases, you may want to make some designations available only for specific donation frequencies. There are two settings accessible from a designation’s three-dot menu to address this use case:

• Restrict to one time: When this option is enabled for a designation, it will only be visible and selectable when the supporter has selected Give once in the Checkout form.
• Restrict to recurring: When this option is enabled for a designation, it will only be visible and selectable when the supporter has chosen a recurring donation frequency in the Checkout form.

When multiple designations are enabled for a campaign, their display order can be set by dragging them into the desired order. This is done using the six-dot drag handle displayed at the left edge of each designation item.

Designations can be added to any Campaign. In the settings for the Campaign, you can also define conditions for which designations should be used based on the selected donation frequency.

Every Elements component is associated with a Campaign. If Designations have been enabled for a selected Campaign, you can then define the default designation for the Element and in some cases, whether a supporter can change the designation. Learn more →

All Designation properties are available in Exports, and by default, those properties are included in Exports template file columns. Using Exports, you can create and customize CSV files that you can then import to other apps. Learn more →

Most integrations in Fundraise Up enable you to map and sync values from the Designation object to a connected app. There are three object properties that can be mapped:

• Designation ID
• Designation code
• Designation name

The Designation ID is a unique value automatically generated by the platform for every Designation that you create. These IDs are visible in the table view on the Designations page.