Every Donorfy transaction consists of three essential codes:
Campaign: is the reason the payment was made.
Product: represents what the payment was for.
Fund: records where the money should go.
Campaign
The Campaign is what prompts the person to donate.
Examples include:
Mailings.
Events.
Online giving pages.
Appeals.
Campaigns help tracking the effectiveness of each fundraising activity.
A Campaign exists on the Payment section of a Transaction.
Product
The Product defines what the donor pays for.
Examples include:
Donations.
Subscription (in case of membership schemes).
Raffle tickets.
Books.
The list of products is managed in the Settings section, and can be configured for Gift Aid eligibility.
A product exists in the Allocation section of a Transaction.
Fund
The Fund represents the destination of the money.
Examples include:
Examples include:
Restricted funds.
Designated funds.
General fund.
A fund exists in the Allocation section of a Transaction.
📌Note: You can set defaults for all three codes in the Transaction Entry Defaults section in Settings.