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How to Edit RE NXT Integration Settings for a Specific Fundraiser

Learn how to override default integration settings to set different behaviour for a specific fundraiser.

How to Set Integration Settings for a Fundraiser

  1. Open the Fundraiser Builder
  2. From the Settings on the left-hand side, and find Integrations 
  3. Choose the specific Setting type you’d like to customize
  4. By default, the settings will pull from your dashboard settings.
  5. Toggle on Override Defaults to change settings for this specific fundraiser.

By overriding defaults, any changes you make will only apply to this specific fundraiser, and any changes you make to your default integration settings in the dashboard will not affect this fundraiser.

Please Note: Campaign, Fund and Appeal settings and Events module settings can only be configured at the Fundraiser Level, not in the Dashboard. That is because these settings frequently vary for each fundraiser. 

To learn more about the settings for Raiser’s Edge integration click below: 

Need help?

Reach out to our Product Engagement Team via the blue chat icon in the dashboard or email support@trellis.org and we'd be happy to help.