How do I set up attributions on Online Actions forms?

Overview

You can configure Online Actions forms to track attributed contacts for contributions and event tickets, which is useful for tracking fundraising efforts by board members or other partners. 

Step 1: Access the Online Actions form 

1. Navigate to your Custom contribution form or Ticketed Event form in Online Actions 

2. Go to the Build step of your form 

Step 2: Add attribution tracking 

1. Locate the Track Your Efforts section 
2. Click to expand this section if it's collapsed 
3. Add the name of the person to be attributed (e.g., a board member) 
4. Select the appropriate Attribution Type from the dropdown menu 

Step 3: Add multiple attributions (if needed) 

1. You can add multiple attributed contacts by repeating the process 

2. Each attribution will be automatically applied to contributions made through this form 

Step 4: Save and publish your form 

1. Complete any other form configuration as needed 

2. Save and publish your form 

3. When supporters use this form, the pre-configured attribution will be applied to their donations 

Note for Peer-to-Peer forms: 

When using Peer-to-Peer fundraising forms, the Attribution Type will automatically default to "Peer-to-Peer" for any contributions. 

Not quite what you were searching for?

• Navigate back to the Attributions and Soft Credits Resource Index.