Once you’ve created your Designation Groups at the School-level by either uploading them, or creating them “by hand”, they’ll be available to add to any Giving Form or Campaign Form you build. There are a couple options for how you can add them to your forms.
Adding Designation Groups to your Giving Forms and Campaign Forms
When creating a Giving Form or Campaign Form, you have 3 choices on how you can add Designations Groups.
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School-level syncing (NEW FEB. 2024) - When adding a designation group to your Giving Form or Campaign Form you can choose to have it sync with the school-level settings. This means that any changes made to the group at the school-level will trickle down to this Giving Form or Campaign Form it is synced on. For example, if you remove a fund from a designation group, that designation will be removed from anywhere the group is added as synced. Any edits that need to be made to this group must be done at the school-level.
- Add the existing designation group to your form, but it is not synced moving forward. This means that you can modify and add things to this group on the Giving Form or Campaign Form right in the project, and any edits made to the group at the school-level will not affect this group.
- Start from scratch. You can choose to just create a one-off designation group right on the Giving Form or Campaign Form using your existing designations. This group will not appear in your school-level settings once created.
If I sync my group, what can I control at the school-level, and what is form by form?
At the school-level you can control -
- The name of the designation group
- What designations are added to the designation group
- What designations are removed from the designation group
- What designations within the group are hidden but searchable
- The order which the designations appear in the group
- The program priority of the designation group
Form by form you can control -
- If the entire designation group is hidden
- What are the priority designations within the group
- What are the default designations within the group
What if I have designation groups already added to my Giving Forms or Campaign Forms that I now want to sync to the school-level?
With the rollout of synced designation groups, previously added groups won’t retroactively sync. If you’d like designation groups that are part of an existing Giving Form or Campaign Form to sync you’ll need to remove and re-add the group, selecting that sync option when re-adding. Moving forward, that group will now be synced and any changes you need to make to the Designation Group will be done at the school-level.
What about single designations, are they synced?
Yes! If you're just adding one fund to a Giving Form or Campaign Form, it's already synced to your school-level settings. Any name or backend ID changes you make at the school-level will reflect both in the Designation Group the designation could be added to, and on any Giving Form or Campaign Form its singularly added to. Hidden but searchable, priority, or default is always controlled on the form level.
Questions? Reach out to support@givecampus.com!