The following image illustrates the Funds Management application Gifts|Details page:
The Gifts|Details page
Gift Details Section
The following image illustrates the gift details section of the Funds Management application Gifts|Details page:
The gift details section of the Funds Management application Gifts|Details page consists of the following properties:
| Field |
Description |
| Name |
Enter a unique (to the program, different than the fund) name for the gift.
If a value is not entered in the 'Short Description' field, the 'Name' will be displayed to Online customers. |
| Description |
Enter a description of the gift.
This field is only displayed in the AudienceView Desktop. |
| Short Description |
Enter a brief description of the gift.
The 'Short Description' is displayed to Online customers. If a value is not entered in this field, the 'Name' will be displayed. |
| Amount |
Enter the amount of the gift. |
| Category |
Enter a name that you want to use to categorize/group gifts.
Gift categories are used to categorize/group gifts to help filter customer searches. They can also be used to search in the Business Intelligence and Reports application. |
| Value Type |
Enables you to choose the appropriate type of value you would like to use:
- Fixed: Sets the donation value to a specific monetary amount.
- Recommended: Sets a recommended donation value.
|
| Receiptable Amount |
The percentage of the gift that is receiptable.
 | Caution
Do not enter % in the field. |
|
| Logo [1-2] |
Enter the absolute URL (including https://) to the image that you want to display when the gift is returned in search results in AudienceView Online/Mobile using the Search Results Widget - Align Horizontally and Search Results Widget - Align Vertically widgets. For more information, refer to Inserting the Search Results Widgets.
Acceptable image types include .JPG, .GIF and .PNG. For more information, refer to Search Image Guidelines.
A default image (e.g. your company logo) should be created and saved with the file name default-search-image.png in the AudienceView\UI\Online\Branding folder. If an image has not been defined in this field, the default-search-image.png image will display.
Click  to ensure that the URL is linking to the correct image.
|
| Assigned Pass |
Select a pass to assign to the gift from the dropdown. |
| Association |
Specifies the relationship between the gift and any customers who make a donation using the gift, so that customers can more accurately be targeted for marketing purposes.
For more information, refer to Customer Associations and Message Sources. |
| Sales Type |
The sales type field is used as an additional filter for Online search results via the Content Management application Article|Criteria page. This field does not affect the way that gifts are collected.
Select how you want to be able to filter the gift in search results:
- Add-on: The gift can be filtered as an additional item to the shopping cart (for add-on articles).
- Primary: The gift can be filtered normally.
- Upsell: The gift can be filtered as a recommended better option than the one currently selected in the shopping cart (for upsell articles).
To select more than one sales type, hold CTRL or SHIFT while making your selections.
|
| Upsell Article |
Enter the name of the Upsell article that you want to display to AudienceView Online and Desktop users when they select the gift, or click  to search for and select it.
A hyperlink to the upsell article will be displayed on the shopping cart page, and the Customer Services application Order|Summary page.
For more information, refer to The Find Articles Dialog Box. |
| Add-on Article |
Enter the name of the Add-on article that you want to display to customers after the gift has been added to the shopping cart, or click to search for and select it.
A hyperlink to the add-on article will be displayed on the shopping cart page, and the Customer Services application Order|Summary page.
For more information, refer to The Find Articles Dialog Box. |
| Rank |
Enter a number to determine where this gift would be ranked (in ascending order) if multiple gifts are suggested against a particular item. |
Suggested Gift Criteria Section
The suggested gift criteria section allows you configure the gift to display a pop-up to customers when they add one of the configured items to their order.
The following image illustrates the suggested gift criteria section of the Funds Management application Gifts|Details page:
The suggested gift criteria section of the Funds Management application Gifts|Details page consists of the following properties:
| Field |
Description |
| Suggested Gift Roles |
Select the roles that you want to suggest the gift to.
To select more than one role, hold CTRL or SHIFT while making your selections. |
| Suggested Gift Performances |
If a customer adds performance(s) assigned in this field to an order, a pop-up will display asking customers if they would like to make a donation.
Enter the name of the performance that you want to suggest the gift or click to search for and select it.
For more information, refer to The Find Performances Dialog Box. |
| Suggested Gift Bundles |
If a customer adds bundle(s) assigned in this field to an order, a pop-up will display asking customers if they would like to make a donation.
Enter the name of the bundle that you want to suggest the gift or click to search for and select it.
For more information, refer to The Find Bundles Dialog Box. |
| Suggested Gift Miscellaneous Items |
If a customer adds miscellaneous item(s) assigned in this field to an order, a pop-up will display asking customers if they would like to make a donation.
Enter the name of the bundle that you want to suggest the gift or click to search for and select it.
For more information, refer to The Find Miscellaneous Items Dialog Box. |
Points Section
The points section of the Funds Management application Gifts|Details page specifies the points donors receive towards earning a membership.
The following image illustrates the points section of the Funds Management application Gifts|Details page:
The points section of the Funds Management application Gifts|Details page consists of the following properties:
| Field |
Description |
| Delete |
Click this check box and press 'Apply' to delete a points version. |
| Description |
Enter a name or brief description for this points version.
This name does not need to be unique across different appeals or within the versions of one appeal. |
| Start Date |
Enter the date on which points can begin being accrued through the gift.
Enter a date into the field or click  to select the date.
For more information, refer to Using a Calendar to Add a Date. |
| End Date |
Enter the date on which points can no longer be accrued through the gift.
Enter a date into the field or click to select the date.
For more information, refer to Using a Calendar to Add a Date. |
| Points Per Dollar |
Enter the number of points accrued by the donor for each dollar they donate to this appeal (e.g. entering 1.5 indicates that the donor accrues 1.5 points per dollar). |
| Membership |
Select the membership that the points will be applied towards from the dropdown.
For more information, refer to General Configuration Memberships. |
Gift Data Section
The gift data section of the Funds Management application Gifts|Details page enables you to add additional information specific to your organization.
The following image illustrates the gift data section of the Funds Management application Gifts|Details page:
The gift data section of the Funds Management application Gifts|Details page consists of the following properties:
| Field |
Description |
| Marketing Data [1-8] |
Enables you to store additional information specific to your organization.
Any data entered into these fields is searchable through Business Intelligence. To modify a data field label, navigate to the Registry application Registry::EN::Business Objects::TSgiftBO::Gifts node and select the field that you want to re-label. |
| Multidata [1-2] |
Enables you to store additional information specific to your organization. To add additional fields, click  or press CTRL+TAB once you have made an entry.
Any data entered into these fields is searchable through Business Intelligence. To modify a multidata field label, navigate to the Registry application Registry::EN::Business Objects::TSgiftBO::Gifts node and select the field that you want to re-label. |
| Keywords |
Enter any keywords that you want to have associated to this gift for search purposes.
To add additional fields, click or press CTRL+TAB once you have made an entry. |
| Rank |
Enter a number to rank the gift, indicating its display order on the site. Gifts are ranked in descending order (i.e. 4 will be ranked before 1). |