Adding or Removing Locations & Utilizing Campus-Specific Funds and Forms
Objective: This article provides step-by-step instructions on how to add or remove locations and utilize campus-specific funds and forms within your giving platform. By following these steps, you can effectively manage multiple locations and customize your giving forms to meet the needs of each campus.
💡 Why Manage Locations?
Once the Locations feature has been added to your account, managing your settings is simple. This allows you to tailor your giving platform to different campuses or locations, ensuring that each has its own unique forms and funds.
Steps to Access Location Management
- Navigate to Location Management:
- Click the Gear ⚙️ Wheel at the top right of your admin portal.
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Find the Locations card.
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Manage Locations:
- Add or remove Locations
- Connect unique forms to each location
- Add unique logos to each location if desired
- From the Locations Manager, you can:
Adding or Removing Locations
- Add a New Location:
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Click + Add New Location.
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Enter your new location name, select which Form you'd like to associate with the new Location, and upload a logo, if desired.
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Click Save and you're done!
- Remove or Edit a Location:
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Click the 3-dots to the far right of that location to select an action.
💡 Pro Tip: As you continue customizing your Location preferences, consider utilizing unique Funds and separate Forms for each Location.
Customizing Giving Forms and Funds
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Individual Giving Forms:
Can be completely customized per location (funds, colors, payment fields, etc).
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Individual Funds:
Can be customized with unique keywords, Fund Goals, even specific depository bank accounts.
Example of Multiple Locations Utilizing Campus-Specific Funds and Forms
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Portal Addresses:
Different Portal Addresses reflect unique giving Forms shown in the Form Manager. -
Location Selection:
When clicking the primary giving portal link, givers will be prompted to choose a Location from the selection landing page, then directed to the unique giving form you've created and connected. -
Fund Dropdown Menu:
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If a giver selects the "South Campus," unique Funds will appear for the South Campus in the Fund Dropdown menu.
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If a giver selects the "Central Campus," those location-specific Funds will appear in the Fund dropdown instead.
Although the Forms represent the same ministry, the examples above are different Forms, uniquely created to meet the needs of each Location.
Ready to Try It?
Have Questions or Need Help?
If something isn’t working right, we’re here for you!
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