Understanding tracking codes

Keeping track of your donations is extremely important when you’re running multiple fundraising campaigns or events. By using a tracking code, you can aggregate donations for accounting reconciliation. As all transactions aggregate in the Finances section, tracking codes help identify which transaction is tied to which specific campaign or event.


Create a new tracking code

Because tracking codes are tied to transactions, you start in the Finances section in your control panel.

  1. New tracking codes can be created in Finances > Tracking codes.tracking_code_new.png
  2. Create a slug to identify your unique tracking code and include a name/description (optional).tracking_code_slug.png
  3. Click the button_tracking_code.png button to save your new tracking code.

Ways to use tracking codes

Tracking codes can be used in a few different ways:

  • Track your fundraising campaign

You first have to create a donation page for your campaign, and then add a tracking code to the specific page. All donations that go through that page will get marked with the specific code. Each donation can have only one tracking code.

    1. To add a tracking code to your donation page, go to Website > [Select Site] > [Select donation page] > Settings > Donation settings > Tracking code.
      updated_tracking_code.png
    2. If you need to create a new tracking code, click on the link below the "Tracking code" drop-down menu. You will be taken to the Finances section where you can add the new code.
      tracking_code_here_link.png
    3. Once you publish your donation page, all transactions that go through the page will be marked with the specific tracking code.

For example, Tony oversees all the fundraising at his student organization. His team decides to launch a few campaigns in order to increase the number of donations. Because the organization uses multiple donation pages that are all active, Tony creates specific tracking codes for these pages. Through this method, the team is not only able to see where all the transactions are coming from, but they can also measure how successful certain campaigns are over others.

  • Track individual donations

You can use a tracking code to keep track of individual donations. Remember, each donation can have only one tracking code.

While charging a credit card or recording a donation, remember to select the appropriate tracking code from the drop-down menu on the donation page.

tracking_code_student_campaign.png

  • Track ticket purchases

First create a ticketed event and select or create a new donation page for the specific event. RSVPs will be directed to the donation page to purchase tickets.

If a tracking code exists on the event page and the donation page where the ticket purchase occurs, then the tracking code from the donation page will only be added to the ticket sale. For this reason, you must direct event RSVPs to a donation page without a tracking code in order to track ticket purchases.


View results of tracking code

After creating your tracking codes, you can view all transactions associated with the specific code by using the filter feature in the Finances section of your control panel.

  1. Visit Finances > Transactions > Click icon_filter.png button > Click add_criteria.png > Enter Donation tracking code in search > [Select specific tracking code].filter_transactions_tracking_code.png
  2. Click the button_filter.png button and view all the transactions associated with the specific tracking code.

You can also get a quick view of incoming transactions that may be tied to a tracking code by looking at the "Transaction" column in Finances > Transactions.

transactions_overview.png


Related resources

How to fundraise

How to create a donation page

How to create a new donation in the control panel

Setting up an event

Finances filter terms listed by category

Donation fields available for import

If you’re unclear on how this feature works, please ask a question. If you would like to see changes to this feature, please submit a suggestion.

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