Activities

Activities in DonorPoint are the things you do: giving campaigns, events, raffles, auctions, volunteering, etc. Activities create and group items that will be selectable on one or more DonorPoint forms. Specific types of activities create specific types of items. Giving campaigns for example create donation items. Raffles create raffle tickets. Specific templates in DonorPoint enable you to customize these items with relevant information.

The Activities list view in DonorPoint lists all your activities and enables you to create new ones. Sublists under Activities show specific types of activities: events, raffles and auctions. Other types of activities appear on their own links on the left-hand menu: Volunteering, Community Campaigns and Membership. Each type of activity is documented in its own section. These are:

The items created under activities can be added to DonorPoint forms - and this is how you publish your fundraisers, events, etc. By the DonorPoint principle of Don’t Repeat Yourself, items can be shared among multiple forms. Your common recurring donation item for example can be added to multiple forms, instead of you having to create a new one for each form. Many activities have a Publish link on their edit view that will guide you through adding the activity’s items to a DonorPoint form.

Templates

When you create an activity, you will be prompted to start from a template that captures common practices. In many cases, these templates will automatically publish the activity’s items to a DonorPoint form.

Items

ITEMS are the detail lines in transactions, many created by activities, that constituents can “buy” on a form. Items can consist of such things as:

  • Donations
  • Recurring donations
  • Tribute/Memorial gifts
  • Event registrations
  • Class or workshop registrations
  • Volunteer opportunities
  • Memberships
  • Gift memberships
  • Gift cards
  • Merchandise
  • Raffle tickets
  • Auction bids
  • eCards
  • Custom Items

All item types share the following properties, based on eCommerce best practices:

  • Name – Internal - This is the name that the DonorPoint system will use to refer to the item behind the scenes. The public will not see this name.
  • Name – Form - This is the name that will appear on the form that contains the item. This name will be visible to the public.
  • Description - The DESCRIPTION holds information about the item that will appear on the public-facing page. The Description field can be edited in detail using rich text and graphics.
  • Image - A jpg or png IMAGE can be uploaded that will display on the page where the item is being offered for purchase.
  • Confirmation - This optional CONFIRMATION field holds special information that will be included on the standard transaction confirmation when the purchase includes the specific item.
  • Price – The PRICE of your item is set here. See Pricing
  • Restrictions – RESTRICTIONS control when an item appears on the page and is available for purchase. Restrictions also control the quantity of an item available for purchase. See Restrictions
  • Customization – Custom fields are used to extend the base DonorPoint object models, allowing you to collect information that is not collected in the standard DonorPoint objects. See Customization
  • Additional Contacts – ADDITIONAL CONTACTS make it possible for you to add another contact onto the transaction, such as another attendee to an event or an assigned seller of the item. See Additional Contacts
  • Sharing – The SHARING tab contains the information that you will need to link directly to your item from your website, mailing, publicity materials, or other. See Sharing

Coding

All items can be coded for integration purposes. Common codes like campaign and year will be on the transaction which contains order items created from an item.

  • Fund - this reflects the accounting code (like a GL code) for recording transactions containing the item. Every Order Item in a Transaction can have a distinct Fund associated with it. This is used in general across different engagement types to code line items in a transaction for accounting purposes, for example. This makes it easy for your finance team to allocate transactions that could include a donation, an event registration and a merchandise sales combined in your accounting systems. For Donations this is how designations are conveyed. See Designations for more information.
  • Integration Codes - arbitrary integration codes can be attached to the item, for use in scripting and reports and exports.