Set Constituent Code for Online Forms

Constituent codes identify the relationships individuals have with your organization, such as Online Donor or Volunteer. These codes help you segment and manage constituents based on their roles or engagement.

To track donors who give through an online form, you can assign a specific constituent code for those forms. This ensures accurate reporting and easier identification of online donors.

Tip: You can manage constituent codes in Tables.

To set a constituent code for all donation forms:

1. From Settings, select Tools.

2. From Form settings, select Update under Constituent code mapping.

3. Select a constituent code to identify donors.

4. Select Save.

To set a constituent code for an online registration form, see Online Registration Forms.