In this article, we’ll walk you through customizing the Campaign, Fund, Appeal, and Package Settings for the Raiser’s Edge integration, tailored specifically for each fundraiser you host.
Prefer learning through video? We've got you covered!
- Go to the Main Dashboard
- Choose your fundraiser, and click Edit
- Open the Settings tab on the left-hand side and navigate to Integrations
- Click Campaigns, Funds, Appeals and Packages
About your Configuration Levels
Trellis offers three distinct configuration levels to optimize your settings:
- Entire Fundraiser - this option is ideal when all fundraising drivers for your event share the same Fund, Campaign, Appeal, or Purchase.
- By Fundraising Driver - opt for this option when different fundraising drivers for your event require distinct Funds, Campaigns, Appeals, or Purchases.
- If you select By Fundraising Driver, you have the option to further customize your settings and configure them for each specific purchasable
- By toggling on Configure for each [fundraising driver], you’ll see every purchasable item available for your fundraiser, along with options to select the appropriate Fund, Campaign, Appeal, or Purchase
Choose the correct Fund, Campaign, Appeal and Package settings and click Save.
Pro Tip: Having trouble ensuring the correct Fund, Campaign, Appeal, and Packages are linked in your Trellis integration settings?
If you have multiple Packages or Appeals with the same name, you may select the wrong one in your Trellis X Raiser's Edge integration settings unknowingly.
To avoid this, we recommend renaming the Packages or Appeals in Raiser's Edge to make them time-specific (ex. by adding "-[date]" at the end).
Did this answer your question? If not, please reach out to the Trellis Support team via the blue chat icon or email support@trellis.org.