Updated over a week ago
Once the Locations feature has been added to your account, managing your settings is simple.
To access Location Management, click the Gear ⚙️ Wheel at the top right of your admin portal, then find the Locations card.
From the Locations Manager, you can:
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Add or remove Locations
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Connect unique forms to each location
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Add unique logos to each location if desired
Adding or Removing Locations
1. To add a new Location, click + Add New Location
2. Enter your new location name, select which Form you'd like to associate with the new Location, and upload a logo, if desired
3. Click Save and you're done!
To remove or edit a location, click the 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.
As a reminder:
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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
Below is an example of multiple Locations utilizing campus-specific Funds and Forms.
In Location Management, notice the Portal Address' are different:
Those different Portal Address' reflect three unique giving Forms shown below in the Form Manager:
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.
Furthermore, if a giver selects the "South Campus", unique Funds will appear for the South Campus in the Fund Dropdown menu:
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 two examples above are different Forms, uniquely created to meet the needs of each Location.
Ready to try it?
Our Success Team would LOVE to assist you in building custom Forms and connecting them to the correct campus.
Simply schedule a Coaching Call!
Updated