Designations in Campaigns
Guide on managing donation designations to improve clarity and reporting
Learn how to use Designations in your Campaign to better categorize donations and provide supporters with more clarity on fund utilization.
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Designations can be enabled in Checkout to categorize donations, offer clarity on fund utilization, and help in tracking and reporting on donation causes.
Enabling Designations
Designations are not enabled by default in new campaigns. To enable them, navigate to a campaign’s settings and select Enable gift designations. Once enabled, you can search, select existing designations, or create new ones.
Designations Display
When enabled, a Designate to option appears in the Checkout modal. If multiple designations are enabled, supporters can select a designation from a dropdown menu.
Setting a Default Designation
With multiple designations, you can set a default:
- Make default for all donations: Sets the default for both one-time and recurring donations.
- Make default for one time: Applies when the supporter chooses Give once.
- Make default for recurring: Applies for recurring donation frequencies.
Restricting Designations
Restrict designations based on donation frequencies using these options:
- Restrict to one time: Visible only for one-time donations.
- Restrict to recurring: Visible only for recurring donations.
Designation Ordering
Order the display of designations by dragging them using the drag handle next to each item.
Localization
Localize designation titles in Givetly’s supported languages from the Designations settings. Learn more about Localization Settings →.
When localization is enabled, missing translations will prompt a notification next to the designation item.