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SmartGODONATE – up and running checklist

SmartGODONATE Checklist

This field is for validation purposes and should be left unchanged.

Your details

Your Name(Required)

Database configuration

Which CRM are you using?(Required)

Single Gifts

Provide the name of the GoDonate report that contains the single gifts

Recurring Gifts

Provide the name of goDonate report that contains the recurring gifts (not Direct Debits)

Direct Debit Gifts

Please provide the name of the GoDonate report that contains your Direct Debit based gifts
The subtype to use when adding a gift to Raiser's Edge NXT.
Direct debit gift date(Required)

Gift batches and donor cover

Add gifts to a batch?(Required)
How would you like to add the gifts to Raiser's Edge NXT - This only applies to single gifts. (recurring and direct debit gifts will be added directly)
Do you use donor cover?(Required)
If you select yes to using donor cover this is the subtype used for the donor cover portion of the split gift. Please confirm your chosen subtype
How to record donor cover

Overrides

The appeal to use when the donation is in memory of someone. If this is specified, this value overrides the mapping sheets appeal. (Important you will need to review the gift and move the tribute info from the gift custom fields to point at a real tribute record. We suggest using a holding appeal name e,g "NEEDS REVIEW" to be obvious to users.
The appeal to use when the donation is in celebration of someone. If this is specified, this value overrides the mapping sheets appeal. (Important you will need to review the gift and move the tribute info from the gift custom fields to point at a real tribute record. We suggest using a holding appeal name e,g "NEEDS REVIEW" to be obvious to users.

Types

Raiser's Edge address type to use when importing business address details
The phone type to use when adding home phone numbers
Phone type to use when importing cell/mobile phone details
Used when creating new records
Used when creating new records
The constituent gift to apply to the donor for single gifts.
The constituent gift to apply to the donor for recurring gifts.
The constituent code to apply to new organisations.
Relationship type to use between donors and organisations if creating a new organisation record. This is used for the relationship to and from the record so we would suggest something generic "Donating organisation". The value also needs to exist in the RE 'relationships' table.
Relationship type to use between donors and organisations if creating a new organisation record. This is used for the relationship to and from the record so we would suggest something generic "Organisation donor". The value also needs to exist in the RE 'relationships' table.

Consent

The consent category to use when importing email consents, channel will be set to "email"
The consent category to use when importing email consents, channel will be set to "email"
The consent category to use when importing phone consents, channel will be set to "Phone"
The consent category to use when importing SMS consents, channel will be set to "SMS"
The consent category to use when importing postal consents, channel will be set to "Mail"
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