Fund Attributes

Rachael Norris
Rachael Norris
  • Updated

You can set up Fund Attributes to store extra information about Funds on your Spektrix system.

In this article, we’ll provide some example use cases and cover how to create a Fund Attribute.

Before getting started with Fund Attributes, take a look at:


Why use Fund Attributes?

You can use Fund Attributes to group your Funds.

Fund Attributes will display as additional fields to be completed when setting up new Funds. If needed, you can make the Attribute required to ensure this information is always completed. 

You can apply Fund Attributes retrospectively by editing a Fund.

Example use cases

You can use Fund Attributes to group your Funds for Reporting purposes. You can also use them in API Website Integrations to create filtered pages on your website.

For example, you might want to organise all of your Funds into groups related to what you are fundraising for. To do this, you could apply a Fund Attribute Value to all of the Funds you want to group together. 

For example, you might want to organise your Funds into different groups based on ‘Children and Young People’, ‘Capital Development’, ‘Outreach Work’, etc.

This will mean you can then group any Funds with the Attribute ‘Fund Category’ and Value ‘Children and Young People’ and use them in Reports.

TIP: You can manage Funds with extra categories, workflows and Reporting in the Opportunities Interface.


How to create a Fund Attribute

To create a new Fund Attribute, navigate to the Settings Interface > Attributes > Fund.

TIP: You'll need the Settings Administrator user role to create and edit Attributes. If you don’t have this permission, ask the administrator in your organisation.

Click the New Attribute Definition button:

Attribute Definition

Next, you’ll be asked to input information to define the parameters of your Attribute.

WARNING: You cannot change the name of an Attribute once you have created it.


Complete the following information.

  • Name: give the Attribute a clear and descriptive name. Attribute names cannot include special characters (, . - & ! / etc.). Your Attribute name cannot be longer than 50 characters.

TIP: Consider if your Attribute will be visible to customers on your website when choosing the name of your Attribute.

  • Type: choose the Attribute Type.

  • Description: use this field to make it clear to other members of your team what the purpose of this Attribute is. This description will only be visible in the Admin Interface.

  • This Attribute is visible in your API integrations: check this box to make this Attribute available to the API.
  • This Attribute is always required: check this box to make it so that this Attribute cannot be skipped or left empty.

    Required Attributes will appear with a red line. You’ll need to enter information in order to proceed:

REMINDER: Check box Attributes can never be set to required, as they work on a Yes/No response. This means that leaving the box unchecked is a valid response.

  • This Attribute is protected: this option is greyed out as you cannot protect Fund Attributes.

  • Length: choose the maximum number of characters that can be entered, or set the exact number of characters which have to be entered to proceed. A text field can contain a maximum of 255 characters.

  • Allow users to enter free text for this Attribute: this option is only available for Dropdown List Attributes.

  • Unique Value: check this box if you require a unique Value to be entered every time.

Once you are happy with the information you have entered, click Create Attribute Definition.

Attribute Values

If you choose a Dropdown List, you will then need to add in the Values

Type each of your Values for this Attribute on a separate line. Each line appears as a value in this Attribute’s Dropdown List:

    • Select the Attribute you want to edit. 
    • Go to Attribute Values.
    • To add a new Attribute Value click New Attribute Value.
    • You can rearrange the Values by clicking and dragging them from the grey dots on the left:
    • Clicking the grey trash can icon will delete the Attribute value.
    • Click on the name of the Attribute value to edit.

    WARNING: Editing the name of an Attribute Value will replace all existing Values with the new value. If your website integration uses this Attribute then this may prevent your website integration from working correctly.

    • Click Update Attribute Value if you are happy to proceed.


Fund Attributes in the Admin Interface

Once created, your new Fund Attribute will appear in the Admin Interface > Other > Funds.

In this example, you can see the Dropdown List Fund Attribute on the Basic Details tab when creating a new Fund:

If you want to add an Attribute Value to a Fund you have already created, you can edit the Fund and apply the Attribute Value by clicking the edit button:


Fund Attributes online

Fund Attributes are not visible to Customers. However, they can be used as part of your API website integration. For example, you may wish to display a page of Funds grouped by a Fund Attribute on your website.

Confirmation Text and Account Codes

You can apply Confirmation Text Attribute to a Fund to display extra information in your plain text Confirmation Emails that are generated when someone makes a purchase. If you're using Classic Checkout, Confirmation Text will also display to customers on the Order Summary page. 


Further Reading

To continue learning about Funds, take a look at the following articles:

You can find more articles in the Customer Loyalty and Fundraising section of the Support Centre.