Constituent Code Tracking Fields

Constituent code fields let you record and manage the codes that identify how individuals relate to your organization. These codes appear on both constituent and membership forms, where you can assign them directly to a constituent record.

Constituent codes capture the roles or types of engagement an individual has with your organization, for example, Volunteer, Board Member, or Alumni. Because constituent codes are configured at the organizational level, the codes available on a form reflect what your organization has already set up. To add or manage the available codes, see Constituent codes.

Set a Constituent Code on a Constituent Form

You can assign a constituent code to automatically apply to every supporter who submits the form.

1. From Online Giving, select Constituent forms.

2. Create a new form or open an existing one.

3. From Get started.

4. Under Constituent code, select a code

5. Select Save.

Tip: To remove a constituent code, clear the code and select Save.

Set Constituent Codes on a Membership Form

You can assign constituent codes that automatically apply every supporter who submits the form.

There are two constituent code fields on a membership form:

• Constituent code for members that applies to constituents who purchase a membership for themselves.

• Constituent code for recipients of gift memberships that applies to constituents who receive a membership as a gift.

You can set one, both, or neither code depending on your organization's needs.

1. From Online Giving, select Membership forms.

2. Create a new form or open an existing one.

3. From Get started.

4. Under Hidden fields, select the constituent code you want to add to the form.

5. Select Save.

Tip: To remove a constituent code, clear the code and select Save.