Designation List Guide

What is a Designation List?

A Designation List is a feature in the WeGive platform that helps you organize and manage groups of designations. It streamlines the process of attaching multiple designated funds to checkouts, making it easier to track and manage donations for various purposes, such as food drives or building funds.

How to Create a Designation List

1. Navigate to the Payments Tab: In your WeGive platform, go to the Payments tab and select "Designation Lists."
   
   
2. Create a New List: Click the plus sign to create a new designation list.
   
   
3. Name Your List: Provide a name for your designation list. For example, "2024 List," which could represent designations you plan to use frequently in 2024.
   
   
4. Add a Code (Optional): You can assign a code to the list, which can be used to interact with your CRM system.
   
   
5. Add Notes (Optional): You can include internal notes or descriptions that explain the purpose of the list.
   
   
6. Select Designations: Search for and select the designations you want to include in the list (e.g., "Food Drive" or "Building Fund").
   
   
7. Save Your List: After selecting your designations, click "Save."
   
   

Managing Designation Lists

Once you’ve created a designation list, you can view and manage it by going to the list’s details page. Here’s what you can do:

1. Edit or Archive: Use the "Actions" tab to either edit or archive the list.
   
   
2. View Designation Details: Each designation in the list shows key details, such as:
   
   
   • The name and ID of the designation.
     
     
   • The last activity associated with the designation.
     
     
   • The year-to-date amount raised within each designation.
     
     
3. Audit Logs: View detailed audit logs, which include:
   
   
   • The ID of the log, username, email, model ID, action, and changes made.
     
     
   • IP address, user agent, and the date of the audit log.
     
     

Viewing and Filtering Designation Lists

On the main Designation Lists table, you can see a summary of all your designation lists, including:

• The list ID, name, and associated designation count.
  
  
• The creation date and total amount raised year-to-date.
  
  
• Filters for color, active or archived status, and creation date range.
  
  

Attaching a Designation List to a Checkout

To make your designation list available for donors during checkout:

1. Navigate to the Checkout Element: Go to the elements tab in your platform.
   
   
2. Select the Designation Option: Scroll down and choose the "Let donors choose from a predefined designation list" option.
   
   
3. Choose Your List: Select the designation list you created.
   
   
4. Save: Once saved, all designations in your list will be available to donors as selection options during checkout.
   
   

By using Designation Lists, you simplify the donation process and make it easier to track donations for specific purposes in your checkout system.