A designation must be configured and included as a required field in Form Builder to apply one preselected fund to all gifts submitted through that form.
Apply the fund to future gifts
- Open Online Giving → Forms, select the form, then open Giving Experience → Form Settings & Display → Designation Configuration.
- Add the intended designation and mark it pre-selected. If every gift should go to this fund, offer only that designation.
- Open Giving Experience → Form Builder and add the Designation field to the giving form.
- Mark that field required and save the form.
- Preview the donor flow and verify the designation on a saved gift or gift report.
Selecting a designation in settings alone does not apply it to gifts, even if only one is selected. Removing the designation field or turning off designation collection is not a hidden-default-fund workflow. Changes affect future submissions; they do not allocate earlier gifts retroactively.
In Form Builder, choose Designation under Standard Field, set Required to Yes, and click Add Field when adding it. For an existing field, edit it, set Required to Yes, and click Update Field.
Comments
0 comments
Please sign in to leave a comment.