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How do I manage targeted giving programs?

To modify a targeted giving program:

  1. Click Donations to view the Main Menu of this service.
  2. From the Setup section, choose Targeted Programs.
  3. Click Change beside the name of the program.
  4. Change the Program Name displayed to your donors.
  5. Change the language localization.
  6. Change the description displayed below the name of the program.

    • This text box will accept HTML code.
    • To include an image in the description, you must first host the image in the Secure Image Hosting section of your account (learn how). By referencing an image hosted on a secure server, your secure donation page will not display error messages that there are "secure and insecure images on this page".
  7. Change your On-screen Confirmation message into the text field. This message will be shown exclusively to donors who have selected this targeted program, regardless of the appeal.

    • You can use the HTML editor to add text attributes, paragraph formatting, and colours to your messages.
    • You can use donor variables to personalize the message for each donor.
  8. Click Save.

To archive a targeted giving program:

  1. Click Donations to view the Main Menu of this service.
  2. From the Setup section, choose Targeted Programs.
  3. Click Archive beside the name of the program. This targeted donation program will no longer appear on your online donation form, and will be moved to the list of archived programs.

To reactivate an archived targeted giving program:

  1. Click Donations to view the Main Menu of this service.
  2. From the Setup section, choose Targeted Programs.
  3. Click the Archived tab to view the list of archived programs.
  4. Click Activate beside the name of the program. This targeted donation program will be moved to the list of active programs.

Tip:

  • You can include the Targeted Program name on your Canadian eTax Receipt by checking a box in the tax receipt setup. Learn How.



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