Using the Donation Campaign Update Utility

This tool will help you roll over your donation forms, update recurring gift templates, and change donations accidentally logged under the wrong campaign. You must have a campaign already created in order to use this utility.

This article will cover how to:

Roll over your Donation Forms (i.e. Templates)
Update Recurring Gift Templates
Change Donations Accidentally Logged Under the Wrong Campaign

Step 1: Update Donation Forms

This step allows you to roll over your donation forms to the new default campaign so all future donations will be logged under the correct campaign.

From the Dashboard:

1. Select Donations from the left menu > Other Tools > Donation Campaign Update Utility (Note: You should already have the new campaign created by this step)
2. Select the Old Campaign
3. Then, select the New Campaign
4. The Donation Template Titles (i.e. Donation Forms) using the incorrect campaign will populate in the list, select the Donation Template you wish to update and click the Update Campaign button

 You have successfully rolled over your Donation Template from the old Campaign to the new one. 

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Step 2: Update Recurring Gift Templates

When a recurring gift is first created, each installment from that gift will be earmarked for the active campaign at the time the gift was created. This step will help you update those recurring gift templates so that future payments will count towards the new campaign.

From the Dashboard:

1. Select Donations from the left menu > Other Tools > Donation Campaign Update Utility
2. Click the Go to next step button (Note: make sure your new campaign is created before proceeding)
3. Select the Old Campaign (the incorrect campaign the installments are currently counted towards)
4. Then, select the New Campaign (the current campaign)
5. The Recurring Gift Templates using the incorrect campaign will populate in the list, select the Recurring Gift Template you wish to update and click the Update Campaign button

 You have successfully rolled over your Donation Template from the old Campaign to the new one. 

Click image to enlarge (only works when article is expanded)

Step 3: Change Donations Accidentally Logged Under the Wrong Campaign

This step allows you to correct donations made towards the wrong campaign in error.

From the Dashboard:

1. Select Donations from the left menu > Other Tools > Donation Campaign Update Utility
2. Click the Go to next step button (Note: make sure your new campaign is created before proceeding)
3. Click the Go to next step button, again
4. Now, on the Step 3: Update Donations page, you want to first select a Begin and End Date
   1. Usually, this means entering the first date of the new fiscal year in the 'Begin Date' field and the current date (today) in the 'End Date' field.
   2. If it's just one donation you need to change, you can select the same day for Begin and End date.
5. Then, select the Old Campaign and the New Campaign (i.e. the wrong campaign and the right campaign)
6. Next, select the Old Fund and the New Fund (if applicable)
7. A list of donations will populate in the Donation Templates Using Old Campaign table. Select the donation(s) you want to change and click the Update Donations button

Your incorrectly logged donations will now reflect the correct campaign and/or fund.

Click image to enlarge (only works when article is expanded