When a tribute is created, it can be made available to select on a donation and in the Giving Hub. Add notify information to determine who should receive notifications when a donation is made in honor or in memory of the tribute. Tributes can be edited, deleted, and added to existing or new donations.
Create a Tribute
- Navigate to the Tributes page and click Create in the left-side menu.
- Complete the applicable Create Tribute information, and then click Create.
- Name - Entity being honored or memorialized.
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Type - Select in honor or in memory of the tribute.
- Complete the applicable Edit Tribute fields, and then click Save.
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Status - Determines whether the tribute is displayed publicly on the Giving Hub or is marked as private for internal access only.
- The Search Public Tributes setting must be enabled to allow public tributes to be visible. Public tributes must also have a notify option added to them to allow for them to appear on the Giving Hub.
- Template - Select the template to use for notifications about donations received for this tribute.
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Lock Notify - If checked, donors and other staff are unable to add or change notify information for the tribute.
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Status - Determines whether the tribute is displayed publicly on the Giving Hub or is marked as private for internal access only.
Add Notify
- Navigate to the Tributes page.
- Enter the tribute name in the Search Tributes field and select the tribute from the drop-down list.
- Alternatively, click List in the left-side menu to view a list of all tributes. Click the ID of the tribute.
- Alternatively, click List in the left-side menu to view a list of all tributes. Click the ID of the tribute.
- Click Add Notify in the left-side menu.
- Select a profile to notify or enter contact information for an individual or organization to notify.
- To select a profile, enter the profile name in the Search Profiles field and select the profile from the drop-down list.
- To enter contact information for an individual or organization without creating a profile, complete the applicable Add Notify information, and then click Add.
- To select a profile, enter the profile name in the Search Profiles field and select the profile from the drop-down list.
- Complete the applicable Edit Tribute information, and then click Save.
- Method - Method for notifications to be sent.
- Frequency - How often notifications should be sent regarding donations received for the tribute.
- Click [unlink] to unlink a profile from this tribute.
- The individual or organization remains on the notify list.
- Click [delete] to remove a profile or other individual or organization from the notify list.
- Repeat steps 3-5 to add as many profiles or other individuals or organizations to notify as needed.
Edit a Tribute
- Navigate to the Tributes page.
- Enter the tribute name in the Search Tributes field and select the tribute from the drop-down list.
- Alternatively, click List in the left-side menu to view a list of all tributes. Click the ID of the tribute.
- Alternatively, click List in the left-side menu to view a list of all tributes. Click the ID of the tribute.
- Click Edit in the left-side menu.
- Make the necessary edits, and then click Save.
Delete a Tribute
When a tribute is deleted, the tribute association will be removed from all applicable donations.
Delete a Tribute
- Navigate to the Tributes page.
- Enter the tribute name in the Search Tributes field and select the tribute from the drop-down list.
- Alternatively, click List in the left-side menu to view a list of all tributes. Click the ID of the tribute.
- Alternatively, click List in the left-side menu to view a list of all tributes. Click the ID of the tribute.
- Click Delete in the left-side menu.
- Click [Yes] to confirm.
Delete Unused Tributes in Batch
- Navigate to the Tributes page and click Delete Unused in the left-side menu.
- Click [Yes] to confirm.
Add a Tribute to a Donation
Add a Tribute to an Existing Donation
- Navigate to the relevant bucket on the Donations page.
- Click the donation ID.
- Click [add] in the Tribute field.
- Enter the applicable information, and then click Update.
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Non-Notify Tribute Information - Enter a Tribute Description to record the name of a tribute without any additional functionality.
- This does not create a tribute that could be selected on other donations and does not allow for the addition of entities to notify.
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Notify Tribute Information - Select an existing tribute or create a new tribute.
- Existing tribute - Enter the tribute name in the Existing Tribute field and select the tribute from the drop-down list.
- New tribute - Enter the New Tribute information.
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Non-Notify Tribute Information - Enter a Tribute Description to record the name of a tribute without any additional functionality.
Add a Tribute to a New Donation
- Follow instructions in Create, Copy, and Post a Donation to begin entering the new donation.
- Enter the applicable Tribute Information, and then click Process.
- Existing tribute - Enter the tribute name in the Existing Tribute field and select the tribute from the drop-down list.
- New tribute - Enter the tribute and notify information in the New Tribute fields.