How to add custom codes to your charity's JustGiving data
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How to add custom codes to your charity's JustGiving data

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    How to add custom codes to your charity's JustGiving data How to add custom codes to your charity's JustGiving data Presentation Transcript

    • How to add custom codesto your JustGiving data
    • How to add custom codes to your JustGiving data justgiving.comWhat are custom codes?You can tag your charity’s own database codes to any of your events or fundraising pages onJustGiving by using custom codes. Once you’ve added your codes, they’ll show up in all yourJustGiving reports making your reporting easier to manage.This guide shows you:1. How to set up custom codes2. Fundraising page codes• a. How to assign custom code headers• b. How to assign custom codes• c. How to bulk upload fundraising page codes3. Event codes• a. How to assign custom code headers• b. How to assign custom codes
    • How to add custom codes to your JustGiving data justgiving.com1. How to set up custom codesBefore you can start using custom codes, you need to activate this part of your JustGiving account.1. Decide who’ll be responsible for managing custom codes.2. Email charities@justgiving.com and tell us who that person is, including their email address.3. We will then activate this part of your account.
    • How to add custom codes to your JustGiving data justgiving.com2. Fundraising page codesYou can add fundraising page codes to all thefundraising pages created by your supporters onJustGiving. First, you need to add custom codeheaders, then you can either add codes to pagesindividually or bulk upload them together.
    • How to add custom codes to your JustGiving data justgiving.coma. How to assign custom code headersStep 1 – Decide on your header namesYou can create up to six fundraising page code headers. You can use these to add one or morecodes to your fundraising pages.If you’re using one of the database systems below, you might want to use these examplesso they match the headers of your system:
    • How to add custom codes to your JustGiving data justgiving.coma. How to assign custom code headersStep 2 - Set your fundraising page headersYou can now add your header names to JustGiving.1. Log in to your JustGiving account.2. Go to Reports.3. Click on Custom codes.4. Click on the Add fundraising page headers button.5. Name your headers.6. Click on Save changes. Only do this when you’re sure that you’ve named the headers correctly. If you need to change them once you’ve saved them, you’ll need to contact us at charities@justgiving.com
    • How to add custom codes to your JustGiving data justgiving.comb. How to assign custom codesOnce you’ve created custom code headers, you can view and manually assign codesto any fundraising page created for your charity within the last six months.Assign your custom codes1. Log in to your JustGiving account.2. Go to Reports.3. Click on Custom codes.4. Click on Add fundraising page codes.5. Use the calendar to search for fundraising pages created by date.6. If you or a colleague have added custom codes to a fundraising page in the past, they’ll be listed in the Assigned column. Pages without codes will be listed in the Unassigned column.7. Click on an Assigned or Unassigned box for a specific date to see a list of fundraising pages for that date.8. Expand the fundraising page’s records for more page details.9. Fill in the fields with your own database codes.10. Click on Save changes.
    • How to add custom codes to your JustGiving data justgiving.comc. How to bulk upload fundraising page custom codesInstead of adding codes to individual pages, you can bulk upload all your custom codes in one go.This will save you a lot of time and means you don’t need to add codes to records individually.Step 1 - Download your fundraising page IDsFirst you need to get the fundraising page IDs for the fundraising pages you want to add custom codes to.1. Log in to your JustGiving account.2. Go to Reports.3. Click on Fundraising page reports.4. Select a date range.5. Include fundraising pages Created.6. Click Create report.7. Download the report.8. You’ll find the newly created pages’ fundraising page IDs in row P of your report.
    • How to add custom codes to your JustGiving data justgiving.comc. How to bulk upload fundraising page custom codesStep 2 - Bulk upload custom codesNow you can bulk upload your codes to JustGiving.1. Log in to your JustGiving account.2. Go to Reports.3. Click on Custom codes.4. Click on Bulk upload fundraising page codes.5. Click on Download your CSV file (This file will already contain your charitys custom code headers).6. Add your custom codes to the file under the correct headings. Make sure you add the pages’ Fundraising Page IDs.7. Save the file.8. Click on Choose file and pick the saved CSV file.9. Click Upload file.Once uploaded, your codes will be added to ourdatabase overnight and will be in your fundraisingreports the next day.
    • How to add custom codes to your JustGiving data justgiving.com3. Event codesYou can add custom codes to all your events on JustGiving. First you need to add event custom codeheaders. Then you can start adding custom codes to your events.
    • How to add custom codes to your JustGiving data justgiving.coma. How to assign custom code headersYou can create up to three event code headers.You can use these to add one or more codesto your events.Set your events headers1. Log in to your JustGiving account.2. Go to Reports.3. Click on Custom codes.4. Click on Add events headers.5. Name your headers6. Click on Save changes. Only do this when you’re sure that you’ve named the headers correctly. If you need to change them once you’ve saved them, you’ll need to contact us at charities@justgiving.com
    • How to add custom codes to your JustGiving data justgiving.comb. How to assign custom codesOnce you’ve created custom code headers, you can add codes to all the events you have on JustGiving.Assign custom codes1. Log in to your JustGiving account.2. Go to Reports.3. Click on Custom codes.4. Click on Add event codes.5. Use the calendar to search for your charity’s events by month.6. If you or a colleague have added custom codes to events in the past, they’ll be listed in the Assigned column. Events without codes will be listed in the Unassigned column.7. Click on an Assigned or Unassigned box for a specific moth to see a list of events.8. Add your event codes.9. Click Save changes10. Once codes have been added you can review them immediately. It will take 24 hours for them to show up in all other reports.11. These event codes will then be automatically attached to all pages created for your events.
    • How to add custom codes to your JustGiving data justgiving.comNeed any help?Call us on 0845 078 2064Or email us at charities@justgiving.com