Allow the donor to search for and choose the participant within the donation form.

Many of our donors end up donating to the event as a whole instead of to a participant because they think that they will be able to choose the participant during some part of the donation form process. 

I usually have to change the soft credit on 100 different donations each season because of this.  

Most new donors think the process should be: click donate, choose the participant, fill out the info and credit card number, then process.  What is happening now is they click donate, fill out the info and credit card number, then look to see if there is anywhere that they can choose the participant, then they either give up or just process the donation thinking they've done it "right".  Then I get an email from the participant saying that their friend donated, but they don't see it on their page, so I have to investigate and then change the soft credit.

  • Sally Riddle
  • Jun 9 2015
  • Planned
LO - Current Gen / New Feature
Area of the Product Donations
Org/Company Name Carry The Load
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  • Sabrina Wong commented
    24 Feb, 2023 05:04pm

    Our team has developed this solution. Contact us at cadfsweb@deloitte.ca

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  • Lindsay Doran commented
    20 Aug, 2018 06:18pm

    Is there an update on this? It says "Planned" but this post is 3 years old. 

    We have the same problem, but don't want to take away the ability for people to donate to the event itself, in case they don't know a participant but want to support the cause.

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  • Guest commented
    30 Sep, 2016 03:41pm

    We were able to work with Charity Dynamics to get around this and are working on this with our redesign w/ BB right now. When we launch our 2017 sites, I'll send you a link to our form to see if it is what you're thinking about. If so, this functionality might already exist...would just need a little creative coding ;)

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  • Deleted User commented
    11 Sep, 2015 09:05pm

    This is a great idea. We'll be sure to implement it as we build out Luminate Next Generation.

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  • Sally Riddle commented
    24 Jun, 2015 05:36pm

    Matt, 

    On our donation page, we have a link that says. "Search for a participant", but the donor has to leave the donation form to do that search.  I want them to be able to search without leaving the donation form page.

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  • Matt Tinker commented
    10 Jun, 2015 09:43pm

    Hey Sally. On our site, we have the Donate button on the greeting back link to the Search page. Then from there they can find their participant and give directly to them. And if needed, you can have a separate link if you wanted to allow people to make a donation directly to the event.

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  • Sally Riddle commented
    27 May, 2015 05:41am

    For clarification: the donors I am speaking of are clicking "Donate" on the greeting page of the event (not on the participant's page).

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