If it’s not clicking yet… let’s create a few Allocations to start—it’ll all make sense soon.
We’ll create an allocation for Scholarships and set a goal—this can be an annual goal or, if it’s tied to a particular campaign, a short term goal—it’s up to you... Next, let’s create an Allocation for Advocacy...
Now that we’ve got our two main programs, let’s address the Operations Tip allocation. This is a default allocation that cannot be removed. This allocation is a helpful tracker for the sum of operation tips your donors have opted into. If you don’t know what an operations tip is, don’t worry, we’ll cover this in detail during the Giving Forms course.
If you open a transaction profile and scroll down, you’ll see an option to assign an allocation to this transaction. Click Add Allocation, then search, and select Scholarships.
Transactions can only have one allocation.
You can also filter your transaction lists by Allocation to see all the transactions for a particular fund. In this case, if we filter by Allocation = Scholarship, we’ll see the transaction we just edited.
And, jumping back over to Allocations, look! The Scholarships allocation now shows one transaction, and we’re a bit closer to our goal.
So, now that we’ve covered manually editing a single transaction’s allocation… Let's get into the fun stuff.
Let’s jump over to our Giving Forms...
In the settings tab of the giving form editor, click payments and scroll to allocations. Now, add one or more allocations to the Giving Form.
If you only add one allocation, this allocation will be assigned to all transactions that are created through this Giving Form, but the allocation will not be shown to the donor.
If you add multiple allocations to the giving form, the donor will be able to determine how they’d like their donation allocated using a dropdown selector on the Giving Form.
So, if we add both Scholarships and Advocacy, our donors will be able to select the program they would like to support when making a donation.