Source codes are crucial for tracking the effectiveness of your campaigns, donation channels, and outreach strategies. They can help categorize and identify which efforts generate the most donations, optimize future fundraising initiatives, and improve donor engagement. By analyzing Source Code data, you can better allocate resources, personalize donor communication, and maximize your overall fundraising success.
Below are the 4 major features you can apply source codes to within EveryAction.
1) Contributions
Once you have created a source code, it can be added to a contribution from the 'Quick Add New Contribution' page. Source codes can also be applied to Pledges and Recurring Commitments.
Applying a source code to financial entities such as a contribution or pledge will auto-populate data, like 'General Ledger Fund' and 'Cost Center' information, that can be edited manually.
2) Events
You can add or remove source codes you created to any of your events.
Example:
3) Online Actions
A default source code can be applied to an 'Online Actions' form under the 'Track Your Efforts' section under 'Basics' when you create a new form. Only one source code can be applied to a form and multiple forms can share the same code.
4) Targeted Email
Apply a source code to the links in your 'Targeted Email' from the 'Compose Message' section. Use 'Track Your Efforts' to automatically add a query string to the links in your e-mail that will append tracking information to the form submissions.
Applying a source code in this step overwrites the default code for your 'Online Actions' form.
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