The Donation Recognition and Tributes features let Donors input how they would like their Donations to be recognized in Spektrix. This allows them to select a specific name, remain anonymous or make a Donation in honor, or, in memory of someone.
Before you read this article, please take a look at the following articles:
This article will cover:
- Introduction to Donation Recognition and Tributes
- Setting Up Donation Recognition, Tributes and Tribute Types
- Adding Recognition and Tributes to a Donation in the Basket
- Adding Recognition and Tributes to an Online Donation
- Viewing Recognition and Tributes
- Reporting and Segmentation on Recognition and Tributes
Introduction to Donation Recognition and Tributes
If you accept Donations, you may want to recognize or thank your Donors publicly.
For example, you may want to add a donor list to your website or in programs for individual events.
Spektrix allows you to not only record the name of the Customer who made the Donation, but also offer the opportunity to choose exactly how they would like to be recognized. This may include:
- Full name listing
- Listing with a specific title
- Family listing
- "Anonymous" listing
Some Customers may be making their Donations on behalf of other people, or, in honor or memory of another person. You can also capture this in Spektrix by adding a Tribute to a Donation.
REMINDER: Donation Recognitions and Tributes cannot be added to Memberships with a Donation element or Pledges and Legacies.
Setting Up Donation Recognitions, Tributes and Tribute Types
Both the Recognition and Tributes features can be turned on in the Settings Interface. Navigate to the Settings Interface > Configuration > System Setup > Donations.
REMINDER: You will need the Settings Administrator role in order to access the Settings Interface.
Setting Up Recognitions
You can click the toggle switch on to enable Recognition:
Turn on the following switches to enable Recognition in the:
Setting Up Tributes and Tribute Types
You can click the toggle switch on to enable Tributes.
Turn on the following switches to enable Tributes in the:
In addition to turning on the Tributes features switches, you are required to also set up Tribute Types.
Click on the New Tribute Type button and input the Tribute Type name, for example:
- In honor of
- In memory of
Click on the Tribute Type to edit the name. You can have as many Tribute Types as you need.
WARNING: Clicking on the Trash Can icon to the right of the Tribute Type will delete the Tribute Type. Deleting a Tribute Type will remove all relevant information from the Donation in Customer Records and Reports. Creating a new Tribute Type with the same name, exact spelling and case will reinstate the information.
Adding Recognition and Tributes to a Donation in the Basket
REMINDER: Donation Recognitions and Tributes can be only added to a Donation at the time of the transaction.
To add a Recognition or a Tribute to a Donation, navigate to the Donations screen in either the Sales or Opportunities Interface.
For each Fund available, you’ll see an Add Recognition checkbox in the lower left corner of the Fund, right above the value field and Update Basket button.
Once you add a Donation to the Basket, you’ll see the relevant Fund highlighted with a dark yellow box around it:
After you have added the Donation to the Basket, you can still add a Recognition by clicking the Add Recognition hyperlink on the highlighted Fund.
When you click Add Recognition, you’ll be prompted with a popup:
- Recognition Name: If there’s already a Customer in the basket, this will automatically be filled out with their name (and title, if applicable), but you can enter the name of the Donor as they’d like to be recognized.
- Make this donation anonymous: Check this box if the Donor wants a Recognition Name of “Anonymous.” The Donation will still be linked to the Customer Record and your organization will still be able to see who has made the Donation.
- Add Tribute: Check this if you would like to add a Tribute then select the Tribute Type from the dropdown list and input the Tribute information.
You can either add a Recognition Name, an Anonymous Donation or a Tribute or add a combination of the following:
- Recognition Name and Tribute
- “Anonymous” Donation and Tribute
After you’ve added a Recognition Name or Tribute, you will see it displayed against the Fund on the Donations screen:
- Recognition Name
- Make this donation anonymous
- Add Tribute
- Recognition Name and Tribute
- Anonymous Donation and Tribute
You can edit the Recognition by clicking on the blue pencil icon or remove it by clicking on the red X icon.
Adding Recognition and Tributes to an Online Donation
A Customer can add a Donation Recognition and/or Tribute when making a Donation online if the feature switches are turned on.
Recognitions and Tributes can be added to a Donation in the purchase path or from the Donations iframe.
REMINDER: When making Donations in the purchase path, adding a Recognition Name or making a Donation anonymously is available in both the Classic and Express Checkout. Tributes are only available in the Classic Checkout.
Viewing Recognitions and Tributes
Donations made with a Recognition and/or Tribute will appear:
- In the Order Details
- In the Timeline tab in the Opportunities Interface
Reporting and Segmentation on Recognitions and Tributes
Recognition and Tributes are available to include in Criteria Sets for Customer Lists, Auto Tags and Reports and as Output Columns in Standard and Custom Reports.
Using Recognitions and Tributes in Criteria Sets
You can Report on Donations or Segment on Customers with Donations which have Recognition Names and/or Tributes attached by using metrics found within the Donations wrapper. These metrics are available in Accounting and Analysis Reports and Purchasing Segments for Customer Lists and Auto Tags.
- Recognition Name: Select from the dropdown “starts with,” “does not start with,” “is exactly” or “is not exactly” and input text
- Tribute Name: Select from the dropdown “starts with,” “does not start with,” “is exactly” or “is not exactly” and input text
- Tribute Type: Select from the dropdown “includes” or “does not include” and check the boxes next to the Tribute Types
Reporting Outputs
The following metrics are available for Output Columns in Reports including Campaign and Soft Credit Reports.
- Recognition Name: If a Recognition Name has been added, this will output the Recognition Name.
- Donation Addressee: The name of the Donor. If a Recognition Name has been added, this will output the Recognition Name. If the Donation was made anonymously, this will output “Anonymous.” If a Recognition Name has not been added, this will output the Customer’s Name.
- Tribute Name: If a Tribute has been added, this will output the name of the Tribute.
- Tribute Type: If a Tribute has been added, this will output the Tribute Type chosen.
Donations Report
The Donations Report is a Standard Report that outputs Donations during a date range broken down by Fund, Campaign, and Donor with totals. The Report includes Recognition Name, Tribute Name and Tribute Type.
- Recognition Name: If a Recognition Name has been added, this will output the Recognition Name. If the Donation was made anonymously, this will output “Anonymous.” If a Recognition Name has not been added, this will output the Donation Addressee field, which defaults to the Customer Name.
- Tribute Name: If a Tribute has been added, this will output the name of the Tribute.
- Tribute Type: If a Tribute has been added, this will output the Tribute Type chosen.
Further Reading
For further information on Managing Donations, read the following articles:
- Processing Donations
- Pledges and Legacies
- Setting Up Campaigns and Campaign Stages
- Auto-Renewable Memberships