Gift and Marketing Codes

It's difficult to know how well your organization is doing if you don't track your gifts! To increase the effectiveness of your fundraising, we recommend you track and analyze how — and why — you acquire each gift you receive. With marketing efforts, you can advertise your mission and target specific recipients — such as prospective or existing donors — with customized content to better appeal to their interests and secure giving. On a gift's record, you can view information about the identification numbers and codes used to track the giving and the marketing effort used to acquire it under Gift and marketing codes.

To help find gift records, your organization may assign unique identifiers — up to 50 alphanumeric characters — when you add gifts. You can view a gift's ID at the top of its record or in the Gift ID field under Gifts and marketing codes.

Tip: From Configuration in the database view, your organization can choose whether to generate sequential numeric gift IDs. To automatically assign IDs when you add gifts, select Generate IDs under Business Rules and then select Gift IDs.

To track characteristics of the gift such as whether it qualifies for special benefits or was given in person, your organization may assign it a short code or ID.

Tip: You can set up the available gift codes under Control Panel, Tables.

For added context of why the donor gave the gift, track their constituent code — or their affiliation with your organization — such as Board member or Volunteer. For more information, see Constituent Codes.

For information about the marketing effort used to solicit the gift, track the alphanumeric source code that identifies details such as its list, offer, package, media, and segment.

To help determine the success rate of a marketing effort, track the identification number of the specific piece of mail that resulted in the gift.

To identify which marketing efforts the donor responded to, track the unique, sequential number assigned to identify the mailing's recipient.

Tip: In the database view, you can manage the gift's marketing and tracking codes on the Miscellaneous tab of the gift's record.