Overview
Read below to understand how Kindful's Crowdfunding pages calculate totals. It is vital to understand how transactions need to be assigned and categorized to properly display the totals.
- Creating a Crowdfunding Campaign
- Using Pledges in Crowdfunding
Crowdfunding total logic: One Time Transactions + Pledges - (Refunds + Splits)
Activity trail Sum total logic: Everything that appears on the various line item - inactive transactions (Greyed out in color, Declines, Refunds, Splits)
View only active transactions for a particular Crowdfunding campaign.
1. Create a new Campaign related to your Crowdfunding campaign in same way as an existing Crowdfunding campaign, such as "Crowdfunding Name (Internal Use Only)."
2. Use the following filter (Crowdfunding campaign Name + All Transactions) to bulk edit all activities associated with a Crowdfunding campaign EXCEPT one-time transactions, and assign those other activities to the internal campaign for this Crowdfunding campaign.
Comments