Batch Template

If you have Blackbaud CRM, when you receive gifts through Blackbaud Donation Forms, they appear in enhanced revenue batches in your CRM. From Gift connection, under Batch template, select a template that has the following fields:

• Constituent

• Amount

• Date

• Revenue type

• Payment method

• Application

• Designation

• Revenue ID

• Card type

• Reference

• Reference No.

Tip: If your organization uses the Inbound channel field to track gifts, we recommend you set a default value for Online Giving when you create the batch template.