Certain Default Form Entries

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  • Official comment
    Laura Block

    Hi Liam,

    Thank you for the feedback! Currently the Source field can be tracked differently on the donor's account vs. on each specific donation they've made - our thought here was to allow for tracking the overall way the donor got connected to your organization on their account, but then allow for tracking a separate reason/inspiration that caused them to donate. For example, the Account Source could be "Social Media" but the Donation Source could be "Email Appeal."

    I'll add a request to our feedback list for allowing the Donation Source to default to the Account Source, but an option that might be helpful in the meantime is to include the Source field on donation forms.

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