Online Giving Form in NXT Linked to Tribute Name and NOT the Donor

Question

We received our first tribute gift via the NXT online form. Our gift notification email shows the correct data in the correct fields, but it was hung up out under gift overview as needing attention because it was trying to link to the constituent who was the actual tribute that hadn't been in the database, has anyone else run into this? It was a simple fix searching and connecting to the actual donor, but was just curious if anyone else experienced that? Thanks ~Denise

Denise Miller · Answer

Sorry for the delayed reply! We were missing the fact that you need to link BOTH unmatched donor and the tribute or create new as needed. We've gotten much more comfortable as we're working more with the online gifts. Thank you for your widsom!

Carlene Johnson · Answer

This is expected behavior that, depending on one's constituent data review settings, you would need to review "needs attention" and then connect to the correct record before processing the batch.  My recommendation is to look Gifts: Overview every morning to resolve anything needing attention and THEN processing your batches.

Here is a link that explains the setting options for Online Data Review which determines how records are directed to "Needs attention".  https://webfiles-sc1.blackbaud.com/files/support/helpfiles/rex/content/on-data-review-tool.html

I recommend using Review transactions with unmatched constituents — Manually review transactions with unmatched constituents which is the sweet spot between having to review every single record vs. having RE use its own logic to create new records.

Let me know if I am misunderstanding your question!