Attribute a Donation to an Outreach Source Code in Nonprofit
Attribute a donation to an outreach source code from any gift entry page.
Required Editions
REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and
Developer Editions with Nonprofit Cloud
User Permissions Needed
To add an outreach source code to a gift
entry or gift transaction:
FundraisingAccess permission set
Start a new gift entry or gift transaction.
Enter the gift details and then select the campaign and code.
In Outreach Source Code, select the code that solicited the donation.
The Campaign field will auto-populate based on the source code selected.
Save your work.
The Outreach Source Code page contains details of the code and an Outreach Summary that shows the key outreach, donor, and gift metrics on the outreach effort. The Outreach Summary appears when Data Pipelines is turned on and the Data Processing Engine (DPE) is configured.
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