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

Scroll to the 'From Designations' area and click the blue 'Add Designations' button on the right. From there you'll be able to search and add single designations to your form.

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

Adding Designation Groups

Efficiently adding all school-level designations

For many schools, adding every available designation without manual selection simplifies the process. You can create a single, comprehensive designation group that automatically syncs with School-Level Settings, ensuring that any updates are reflected on your forms and campaigns.

Step 1: Create a comprehensive designation group

• Go to Online Giving → School-Level Settings → Designations and create a new group that includes all your school-level designations.
• Managing designations centrally ensures that any changes update automatically in the group.

Step 2: Add the group to your form or campaign

• Navigate to the Designation Configuration section in your form or campaign.
• Click the Add Group button and select Add School-Level Group. Locate the comprehensive group you created.
• Choose the option to keep the group synced with school-level settings so that updates continue automatically.

Step 3: Reuse across forms and campaigns

• With sync enabled, this group can be used on multiple forms or campaigns, reducing manual work and ensuring consistency.

To add designation groups, click the white 'Add Group' button second to the right. From there, you'll have two options.

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.

Questions? Contact support@givecampus.com

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.

Troubleshooting Designation Groups in Challenges

When New Designation Groups Don't Appear for Challenge Selection

If you've created a new designation group but it doesn't appear when setting up matches or challenges:

Step 1: Verify group creation location

• Ensure the group was created at the School-Level Settings (not just within a single form)
• Go to Online Giving > School-Level Settings > Designations to confirm the group exists

Step 2: Add group to campaign

• Even if created at school level, designation groups must be added to each campaign to be used in challenges
• Go to Campaign Settings > Giving Experience > Form Settings & Display > Designation Configuration
• Click "Add Group" and select your newly created designation group
• Save the campaign settings

Step 3: Verify in challenge setup

• After adding the group to your campaign, it should now appear in the challenge designation dropdown
• Navigate to Campaign Settings > Motivation & Sharing > Matches & Challenges
• The group should now be available for selection