Defining Fundraising Gift Related Products

Here you can associate an active fundraising gift with other products.

To set up related gifts and products:

1. Using the Fundraising Manager persona, from the Personify360 main toolbar, select Fundraising Setup > Gift Setup.
The Gift Code Maintenance search screen displays.

2. Click Search to find a gift or click Create New Gift Code.

3. From the Relationships task category, click Related Gifts and Products.
The Related Product screen displays, as shown below.

4. Click Add Related Product.
The Product Chooser screen displays. Enter information and search for a product. Double-click a product to add it to the table.

5. Select the Relationship Type from the drop-down.

6. Select the Valid from date from the drop-down.

7. If necessary, select the Valid thru date from the drop-down.

8. Optionally, if you would like to add a sales script for the customer service representative to read to the customer during order entry, add a description of the related product:

a. From the Related Product Description, click Add.

b. Select the Language from the drop-down.

c. Click Edit Description.
The HTML Editor Dialog window displays.

d. Enter the related product description.

e. Click OK.

9. Click Save.

Screen Element	Description
Related Products
Add Related Product	Button. When clicked, a row is added to the Related Products table and the corresponding fields are enabled to add a product for the selected relationship type.
Delete Related Product	Button. When clicked, the highlighted row from the table and the information entered in the Product Relationship Detail fields are deleted.
Product Relationship Detail
Relationship Type	Drop-down. Defines the relationship between the product and the selected related product. Values in the drop-down populated based on the fixed codes defined for the ORD "RELATION_TYPE" system type. As of 7.6.0, by default, all web-enabled CASH and PLEDGE gifts will display in the Donation Listing. However, you do have the option of excluding certain PLEDGE gifts from the listing. For example, let's say you have a general cause related to "Advancing Futures of Adults with Autism", and for this cause, you have both a CASH gift and a PLEDGE gift defined. In this case, you would not want to display both the CASH and PLEDGE gifts in the listing because web users might be confused. Therefore, a new product relationship type has been created called Linked CASH product for PLEDGE donation. Only pledge gifts WITHOUT an active product relationship with this relationship type will display in the listing. If this relationship is setup, when the web user clicks Donate Now for the CASH gift from the donation listing, the donation wizard control will open and display donation options for both the CASH and PLEDGE gifts. This type of relationship should only be defined for PLEDGE gifts.
Product	Link. This provides the list of valid options and populates product, sub-product, and description fields for the selected product.
Parent Product	Read-only. Populated from the product search.
Valid from	Drop-down. Start date of the relationship.
Valid thru	Drop-down. Optional end date for the relationship.
Related Product Description
Add	Button. When clicked, a row is added to the Related Product Description table and the fields in the Related Product Description section are enabled.
Delete	Button. When clicked, the highlighted row from the Related Product Description table and the information entered are deleted.
Language	Drop-down. Identifies the language of the text. This allows descriptive text to be shown on the website based on the language of the customer. Values are populated based on the options defined on the Language Maintenance (APP004) screen.
Edit Description	Button. When clicked, opens the HTML Editor Dialog window to enter a description of the related product.