How to Attach a Designation to a Checkout Element

Attaching a designation to a Checkout Element ensures that funds are allocated correctly based on donor intent. Follow these steps to add a designation to your checkout:

Steps to Attach a Designation

1. Create Your Designation

   • Navigate to the Designations tab in your dashboard.

   • Enter the necessary details to create your Designation.

   • Save the designation for future use.

     

2. Access the Checkout Element

   • Go to the Checkout Elements section.

     

3. Select Your Checkout

   • Click on the specific checkout you want to modify.

     

4. Open the Designations Tab

   • Within the checkout settings, click on the Designations tab.

     

5. Choose a Designation Option

   • Select how you want to attach designations to the checkout. Options may include:

     • Allowing donors to select from multiple designations.

     • Assigning a default designation to all donations through this checkout.

       

6. Attach the Desired Designations

   • Choose the designation(s) you want to apply to this checkout.

     

7. Save Your Changes

   • Click the Save button to finalize the designation attachment.

Additional Notes

• If you need to edit or remove a designation, return to the Designations tab and adjust the settings as needed.

• Ensure that all designations are correctly configured before going live to avoid donor confusion.

By following these steps, you can successfully attach a designation to your checkout element and provide a seamless donation experience for your supporters.