Use campaign custom fields on donation pages to set up a text box during the donor checkout process where the donor can add a personal note about their donation, add a section for questions, comments, a memo, notes, or a custom field to track donor notes, in memory of, in honor of, set up appeals and anything else you wish the donor to supply to you on a donation.

Overview

The following are examples of things you may want to track: 

• Memorial Gifts
• Gifts "In Honor Of" another person
• Donor Solicitors
• Donation or Campaign ID codes you use
• How the donor found out about your organization
• Additional designations or assignments for the dollars received

Linked Articles:

- Create or Edit a Campaign

Setting Up

Campaign custom fields must be set up for each Campaign. They can either be publicly visible (e.g., "Memorial Gifts" or "Gifts In Honor") or viewable only by admins (e.g., "Solicitors" or "Donation IDs").

1. Start at the Fundraising section, then click Campaigns (in the resulting drop-down menu). 
2. On the Campaigns page, click on the left-side edit box of the campaign name you want to edit.  
3. Scroll to the bottom of the page.
4. Use custom fields 1-3 to enter in your questions. You are limited to three custom fields per Campaign. 
5. The "Label" field is the question or prompt you want to have for identification.
6. The "Input Type" is how you want to enter the value, either via your donors or by an admin. These can only be a select value you create, or text entry. These cannot be dates.
7. Text fields will be a free-form box (good for things like "In Memory Of"...). 
8. Select fields will allow you to populate the fields for choice selection (donation codes, "How did you hear about us?", etc., for these fields). If you select this type of campaign custom field, you will see an option to "edit" the Available Answers. Click here to add answer options, as well as to hide ones you no longer wish to see, or add in additional options for your donors. Be sure to update your campaign to see these changes take effect.                                                                                                      
9. Make sure you select the "Enabled?" box. 
10. If you want the campaign to be private for general users (where only admins can view/enter content), click the "Admin Only?" box. If you want it to be on public donation pages where your donors can enter in the answers, leave the box unchecked.

Of Note: You can also remove a custom field from this page by deleting the label and input type values (if necessary). This will delete the custom field from profiles as well as any historical addition of the data.

Additionally, if you change one of the custom fields in a campaign, it will the custom field label and answer value(s) in previous donor entries (to the same campaign). The previously entered data will be overwritten.

 Filtering and Exporting

To filter for campaign custom field answers, use the "With Answer: {{answer}}" filter on the Activities page (from the drop-down menu under the Current View section)

Note: This will only work with campaign custom fields where the values are select (not text). We highly advise creating at least one of these questions that is a select option so you are able to filter. For example, if you are tracking donations made "In Memory of...", we recommend having the first question ask: "Is this gift in memory or in honor of someone?" with a provided answer set of (at least) "Yes, this gift is in memory or honor of someone". Then, the next field could ask for the specific memorial information to be collected.

All campaign custom fields can be exported out of the system using our Create Report option. When creating your report, you would include the "Campaign Custom (1, 2, 3)" fields. These columns will pull information from the campaign's corresponding custom fields. 

Still have questions?

Feel free to send our support team an email, or you can chat with a representative from the lower left hand corner of your Kindful Admin account.