How do I setup Tribute, In-Memory or Dedicated donations?

DS allows you to offer dedicated donations (Tributes) on any of your fundraising items (products).  DS will:

  • Automatically display the correct fields in the donation form
  • Allow you to customize the language in the donation form (via Site Design > Customize > Tributes)
  • Allow your donor to request a letter or email (ecard) to be automatically sent
  • Record and track all your tribute data across all your donations
  • Automatically send email notifications to recipients (and attach a secure PDF tribute letter)
  • Help you manage mailing physical tribute letters

To get started, you need to:

  1. Setup each possible type of Tribute (ex: In-Memory, Birthday Wishes, Holiday Wishes, etc) as well as format each customized email and letter.
  2. Choose which fundraising items (products) you want to allow Tributes for.

Can't see any of the links, buttons or screens we're referring to in this article?  Check your user permissions!

A. Setup Tribute Types

  1. Go to Administration > Tributes.
    This screen lists all your tribute types.  By default, this list will be empty as you have not configured any yet.
  2. Click the Add button.
  3. Setup the Tribute Type to your liking.
  4. When you are ready, click the Save button in the top right corner.
  5. Repeat this process for each type of Tribute you want to be able to offer on your site.
    NOTE: If you only create one type of tribute, DS will never ask your donors what 'type' of dedication they want to make, as there is only one option. 

B. Setup your Products (Fundraising Items)

  1. Go to Products > All Products.
  2. Find the product or fundraising item you want to offer tribute donations on.
  3. Click the product thumbnail to the left of the product to open and edit it.
  4. In the General Tab, scroll to the very bottom of the screen until you reach the Tributes panel.
  5. Use the Tribute panel to configure how you want tributes to work on this specific product.
  6. When you are ready, click the Save button in the top right corner.
  7. Once saved, click the View button in the top right corner to see how you product or fundraising item looks on your site. 

Done!

Reporting on all Tribute Donations

You can view all your tributes from the Reports > Tributes report (from the left menu).  Use the filters to generate the report that suits your needs.

Send Tribute Letters, one at a time

From the Tributes report, click on the magnifying glass icon from the left to view the Tribute.  This dialog contains all the information about the Tribute.  Use the View Letter icon in the bottom right corner of that dialog to view and print the PDF letter.  Use the Mark as Notified button in the bottom left to mark the Tribute letter as sent.

Send Tribute Letters, all at once

At the top right corner of the Tributes report, you should see an Unsent Letters button.  If you do not see this button, it's likely because there are no unsent letters.  If there are unsent letters, click this button and DS will instantly:

  • Merge all unsent letters into one multiple-page PDF for printing.
  • Flag every unsent letter as notified.