Designation Management: Adding Designations & Designation Groups to Forms & Campaigns

Once Designations are added in School-Level Settings (Online Giving > School-Level Settings > Designations), you'll be able to add them to your forms and campaigns.

Start within Giving Experience > Form Settings & Display > Designation Configuration

Adding Single Designations

If you're unable to find the correct designation, double check that you've added it under school-level settings.

Adding Designation Groups

1. Create New Group: Create a group for this form by adding designations, optionally setting a priority, and naming it. This group is exclusive to this form or campaign, won't sync with school-level settings, and won't appear on other forms. It's ideal for one-time use groups you don't need to recreate.

   

2. Add School-Level Group: School-level groups can be reused across GiveCampus forms and campaigns. You can sync the group with school settings, add content individually, or copy an existing designation group. For full platform sync, choose the first option.

FAQ's

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. 

What about designation display?

After adding designations and groups to your form or campaign, you can pin, alpha-sort, set visibility, and pre-select them to control their display. More info here.

FAQ — How do I add new funds to a school-level designation group already on my forms?

• Where to update funds:

  • Go to Online Giving > School-Level Settings > Designations.
  • In the Designation Groups list, locate your school-level group and click View Designations.
  • Inside the group, click Add Designations, add the new funds, and save.

• For synced groups:

  • If the group was added using Add Group > Add School-Level Group with the Keep group synced with school-level settings option, any new designation added at Online Giving > School-Level Settings will automatically update on every form or campaign using that group.

• For non-synced groups:

  • If the group was added via Add Group’s Designation Contents, Copy Existing Designation Group, or Create New Group, updates made at School-Level Settings will not flow through. To use a synced group:
    1. In the form or campaign, go to Giving Experience > Form Settings & Display > Designation Configuration and remove the non-synced group.
    2. Click Add Group > Add School-Level Group, select your school-level group, and choose Keep group synced with school-level group settings on the next screen.

• Additional notes:

  • Individual designations added to a form are already linked to school-level records. Changes made at the school level will reflect wherever that designation is used.
  • The synced option is set when the group is first added to the form; it is recommended for centrally managed groups.
  • Removing a synced school-level group from a form detaches the group from that form without deleting the underlying school-level records.

Troubleshooting: designation visible in School‑Level Settings but missing in campaign/form

If you see a designation in School‑Level Settings that doesn’t appear when you click Add Designations in your campaign or form, check the following:

1. Confirm the designation’s status

   • Navigate to School‑Level Settings > Designations and locate the designation.
   • If it is marked as Hidden, it won’t appear in the add flow. Unhide the option before trying again.

2. Designation is Active but still missing

   • If the designation is Active but not found in the search results, verify that you are searching using the correct name or identifier.
   • If issues persist, reach out to your technical team for help.

Why this happens

The Add Designations search returns only Active designations. Hidden designations remain in the system for historical data but cannot be added to new campaigns or forms.

Removing designations from a form or campaign

Use the Designation Configuration area on your form or campaign to remove funds or groups from what donors see. The following sections explain how to remove single designations and designation groups, along with related behaviors.

What to open

1. Open your form or campaign and go to: Giving Experience > Form Settings & Display > Designation Configuration.

Remove a single designation

1. In the Designation Configuration section, locate the designation under Form Designations.
2. Click the Remove from Form icon (the X) next to the designation.

Note: To remove several designations, use the group approach to clear them more quickly.

Remove a designation group

1. In the Designation Configuration area, find the group you want to remove.
2. Click the remove icon next to the group.

Removing a synced school-level group clears every designation in that group from the donor-facing list in one action. Removing the group detaches it from the form or campaign without deleting it from School-Level Settings.

Important behaviors

• Removing a designation—either individually or as part of a group—does not delete it from School-Level Settings. To permanently delete a designation, go to Online Giving > School-Level Settings > Designations.
• For a fresh start, remove all groups and individual designations, then re-add only the funds you want donors to see.
• Toggle the visibility of individual designations using the Visible in Dropdown eye icon. Note that this option is disabled for designations within synced groups; manage these at the school level instead.

Efficiency tips

• For quick removal of many designations, create a school-level designation group that contains all the funds you want to manage together. Add this group during form setup, and later remove it in one action when needed.
• If designations were added individually, consider grouping them for future bulk removals.

Summary

• Use Giving Experience > Form Settings & Display > Designation Configuration to remove individual designations (using the X icon) or groups.
• Removing a group from a form detaches all contained designations from the donor-facing list without deleting the underlying school-level records.
• Removal from a form does not affect the designation’s presence in School-Level Settings.