Personal Fundraising

Note: For users who have integrated their JustGiving account with eTapestry, but do not have a subscription to Personal Fundraising, you will not be able to create a new Fundraiser in eTapestry. New Fundraisers can only be added through the import process when you import event data into your eTapestry database.

From Management, Fundraisers, you can view data about Fundraisers in your database on the Fundraisers page.

Events in JustGiving are brought over to eTapestry as Fundraisers. JustGiving events marked as Customer Created will be grouped within eTapestry as a single JustGiving Fundraiser.

To edit Fundraiser information imported from JustGiving, select the name of the Fundraiser you wish to edit on the Fundraisers page. You can edit information in the Date, Name, Goal , Status and Description fields.

To set a goal for a Fundraiser, you must edit the Goal field in eTapestry. You cannot import goal amounts from JustGiving. Goals allow you to track the progress of a Fundraiser if you utilize the standard fundraising reports in eTapestry.

You can use participation journal entries to track information about which accounts participate in your Fundraisers. A participation entry is automatically created or updated for each Fundraiser account imported from JustGiving into your database. For more information, see Participation Journal Entries.

From the drop menu under Browse Fields, select Defined Fields. You can query on fundraising data using the Fundraisers field to locate either transactions or participation entries for a specific Fundraiser.

You can select User Defined Fields - Participation from the drop down menu to select Participation user-defined fields for query.

Under Journal Fields in the drop down menu, you can also select Participation within the Journal Entry Types category to query for Participation journal entry types.

You can also select the Search Fields tab and search for JustGiving UDF fields to query on.

When previewing a query, select the Fundraiser column to include the name of the Fundraiser in your preview results.

Three standard reports can help you monitor Personal Fundraisers that constituents do on behalf of your organization.

• Fundraiser Activity Summary

• Fundraiser Summary

• Fundraiser Analysis

Data merge tags enable you to merge data from specific fields in accounts or journal entries into documents or emails. When you generate letters or emails, the tag is replaced with the specific data from each entry in your query. The following Personal Fundraising fields now appear as data merge tag options for Communications layouts:

• Fundraiser
• Fundraiser Donation Message
• Fundraiser Total Raised
• Fundraiser Total Received
• Fundraiser Total Pledged
• Goal
• Participant Display Name

These fields are also available when you build a custom report to group data. To add these fields to a custom report, select Journal Fields from the Browse Fields drop down menu under Report Columns.

For more information about adding merge tags to Communications layouts, see Data merge tags.

When you integrate JustGiving with your database, the Fundraiser drop down menu appears on the Transaction page so you can indicate which Fundraiser is associated with your transaction.

To track additional information not captured in standard fields, you can use JustGiving user-defined fields. These fields can apply to accounts or to specific transactions.

From Management, select User Defined Fields under Database Management. Select the JustGiving category.

Warning: You can use these fields as they are, or personalize them to better fit the needs of your organization. However, we suggest that you do not re-name any user-defined fields created during the JustGiving import process. When you re-name the user-defined field, eTapestry creates a new field to store the information which can duplicate data and complicate your data tracking.

After you integrate JustGiving with your databse, the Fundraiser drop down will appear under Transaction Values when running a mass update to Transaction Values.