Track Online Donations (without Appeal Code)

Caitlin Blomstrom
Caitlin Blomstrom
Seventh Anniversary Participant
in Blackbaud Altru® General Discussions

As online donations become more prevalent every day, do any Altru users have helpful reporting methods and strategies for tracking online donations? I am looking for specific examples on how to do this. I am still struggling with the fact that online gifts do not connect to specific appeals making reporting difficult. This issue was introduced to Altru Ideas in 2016: Apply donations made in Daily Sales or Online to an appeal - https://altru.ideas.aha.io/ideas/ALTRU-I-55.


Please reply here, email or call me directly. 

Thanks!


Caitlin Bomstrom
cblomstrom@chrysler.org

757-333-6251

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Comments

  • Brandon Hicks
    Brandon Hicks
    Ninth Anniversary Facilitator 1
    Hi Caitlin, 


    I recommend reaching out Altru Support. See If you have access to the Total Revenue and Payments report. You should be able to use that to see all of the online donations by designation (Fundraising Hierarchy) and Sales Method (Online Sales, Daily Sales, Back Office). Try seeing if you have access to that report. Also, see if your accounting dept./accountant will allow you to use the Fundraising Hierarchy to capture online donations in a different way like adding a separate Total, Initiative or fund. All of the online donations are connected to online forms and we have separate funds (Fundraising Hierarchy) for each type of donation. See if maybe you can use the Fundraising Hierarchy as a work around for tracking purposes. For example, instead of adding one page with each amount, maybe you can add individual buttons with hyperlinks that direct donors to each amount or a catch all category. There are some options to add goals using the Fundraising Hierarchy as well. Lastly, if that doesn't work see if you can use queries or have someone create them to break everything out by name, amount, dates and similar information that can be collected from the online forms. At the end of the day it depends on what you are trying to track. I've found that there are a lot of work arounds for our organization using the Fundraising Hierarchy. 


    Brandon Hicks

    Springs Preserve

     

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