Customizing Designations
The Donation Item used for designations will have been configured to your business rules during your DonorPoint configuration. This will not need to change in most cases.
The most common changes are when the workplace wants to include a designation option core to their mission or exclude ineligible funds. This is supported by:
- Editing the default designation item on the workplace campaign form Checkout Page -> Items list and editing the Fund Group associated with it.
- Duplicating the Fund Group and giving it a specific name.
- Selecting and adding Funds to the Fund Group, and/or making funds not selectable on the form.
- Duplicating the default designation item, giving it a specific name, and linking the new fund group to it.
- Replacing the designation item on the workplace campaign form with the new item.
See Designations for more details on funds and fund groups.
In the case of rollover designations with funds that have been removed from the fund group or made not selectable, your template will have been configured to present the designation but if changed prevent it from being restored to the removed fund. Exclusive campaigns can support national campaigns. This is enabled by custom script in the form template that filters the fund group in the designation item based on the postal code of the employee.
Default script in the form and the item will have been configured to your business rules as part of DonorPoint configuration.
Contact help@donorpoint.com to change filtering or other business rules for a specific workplace campaign.