Create Donation Codes from the Fund Maintenance Screen

You can create donations codes directly from the Fund Definition & Maintenance screen in Personify360; you must Save to enable the Create Donation Codes tab.

  1. On the Create Donations Codes tab, perform the following to create gift products automatically.
    1. Check the Cash/Check/CC checkbox to create a cash donation code. The donation code defaults to '[Fund]_CASH'. The Donation Code Description defaults to 'Cash-[Fund Description]'. Personify defaults the Gift Type to 'Cash' which you cannot change.
    2. To create a pledge donation, check the One Year Pledge checkbox. The donation code defaults to '[Fund]_PLEDGE'. Personify defaults the Gift Type to 'Pledge', which you cannot change. The Donation Code Description defaults to 'Pledge-[Fund Description]'.
    3. Enter the Amount for the cash and or pledge donation codes.
    4. Select the date to start accepting donations using the 'Code can be used after' date-picker, if necessary.
    5. Check the Create Matching Gift checkbox if necessary.
    6. Use the hyperlink to select a Default Campaign and check the checkbox to determine whether the fund should be exclusive to the selected campaign.
    7. Use the hyperlink to select a Default Appeal and click the checkbox to determine whether the fund should be exclusive to the chosen appeal.
Note: Before you click the Create New Donation Codes button, an error message may appear if you do not have a default rate code selected for the Fundraising subsystem. Please submit a support request via the AOA Service Catalog, or reach out to us via support@aoa.org to confirm the Fundraising module has a default rate code.
 
  1. Click the Create New Donation Codes to commit the gift products. Personify displays a pop-up stating the "Gift Product successfully."
 
Note: There is no way to determine if we've already generated donation codes from this tab. If the donation codes already exist, an error message displays. AOA recommends that you NOT create multiple donation codes per fund/gift type combination.
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