How do I allow donors to submit multiple gifts on a campaign in Campaign Management?

Note: Reports and Exports are designed to populate with all of a donor's gifts, filtering by a specific payment type in the reports and exports will export all of the donor's gifts, not just the specific gift type.

When donors are allowed to submit multiple gifts, each gift submitted includes its own designations. A donation audit trail is available for each unique gift submitted by the donor.

The Donation Count Limit may be set for all existing donors in a campaign, all existing donors within a donor group, or for individual donors on a one by one basis. In addition, the Donation Count Limit may be established when uploading new donors.

To set the Donation Count Limit in a Donor Upload:

Populate Field # 67 (Donation Count Limit) with the number of gifts you will allow the donor to submit. Defaults to 1 when left blank.

To set the Donation Count Limit for a single donor:

1. Expand the Campaigns level in the navigation tree.
2. Search for and expand the campaign.
3. Select the Donors node and the donor list will be displayed.
4. Locate and select the donor. Click the green user icon.
5. Click the Settings tab at the top of the page to open the Donor Settings.
6. Enter the number of gifts the donor is allowed to submit in the Donation Count Limit field (Minimum = 1, Maximum = 99).
7. Click the “Save/Update” link.

To set the Donation Count Limit for all existing donors within a donor group:

1. Expand the Campaigns level in the navigation tree.
2. Search for and expand the campaign.
3. Select the Donor Groups node.
4. Select the tools icon for the donor group you wish to change the donation count limit.
5. Enter the number of gifts the donor is allowed to submit in the Donation Count Limit field (Minimum = 1, Maximum = 99).
6. Click the “Save/Update” link.

To set the Donation Count Limit for all existing donors within a campaign:

1. Expand the Campaigns level in the navigation tree.
2. Search for and expand the campaign.
3. Select the Tools node.
4. Click the “Add a new task” link.
5. Select Reset donation count limit from the dropdown menu.
6. Fill in the fields provided (Minimum = 1, Maximum = 99) and click the “Save/Update” link.