Move Transaction between Campaigns | Voters

Move Transaction between Campaigns

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Kait Cogswell

Self-serve ability to move transactions between campaigns

September 21, 2020

Lore Burek

Soooo close!  Would love this to have an override feature, where an admin can decide whether they care about attendance and reporting staying intact. 
We use an 'event' for our event sponsorships - it's the only way to control quantity per sponsorship level.  But it's not a real event, so I have no problems if I have to move that sponsorship donation to the main event campaign.  
Use case:  Every event we do, we have sponsorships that include free tickets, etc.   Naturally, I should do a bundle inside the main event campaign.  But the latest releases on the event forms (Iframe within an iframe) provide such a bad visual experience (only 2.5 tickets available for viewing without scrolling),  I have to keep event sponsorships separate. I don't really care about it as an event, it's just a way to control capacity to fulfill sponsorships.  
But sponsors also want to be fundraisers! They want their sponsorship dollars to count towards their team totals, which we can't do unless they are in the main event campaign! It's definitely been a challenging year working through this and trying to keep sponsors happy.

Mary Arrowood

Thank you so much!!

Jennifer Smith

I just tried to move one donation accidentally donated to our general account. It's not possible to move transacations that are already "assigned". Similarly, we went over our goal in another fundraiser and we would like to move the excess to our scholarship acct (at donoa r's request). It doesn't seem possible if donations were made to designated fund, intentional or accidental.

Tom Spindle

Jennifer Smith: Hey Jennifer! In order to move transactions between campaigns, you will need to update your account to use single-balance payouts. It's simple and free, and you can check out all the details about it in the changelog post here: https://community.givebutter.com/changelog/move-donations-between-campaigns

And don't hesitate to connect with our outstanding support team with any questions!

Jennifer Smith

Tom Spindle Thank you, Tom! I'll try to do that when I get home later this week (I'm in Honduras, using some of the funds we raised through Give Butter to do our work with communities here :)

Joel Daniel Harris

Tom Spindle hello, I am confused by the wording of this option. When you select to "update all transactions in this plan" on a specific individual's transaction, does it update just the transactions in that campaign from that specific person, or does it update every single transaction in the campaign from everyone that donated to that campaign?

Tom Spindle

Hi Joel Daniel Harris! Recurring plans are associated with a specific person (donor), so updating all the transactions in a plan updates just those transactions from that person that are part of the selected recurring plan. Hope that helps!

Laurie Bournias

High praise. This was needed! Thank you!

Cathy Joyner

Thank you SO much! This will help us retain recurring donations! Wonderful addition to GB!!

Kevin Nwogu

ya'll are amazing! just moved it

Laura Fasciano

Givebutter makes everything better. Thank you!

David Hernandez

This is huge! Much appreciated.

Pamela Noland

Finally! THANK YOU SO MUCH!!!!

Colleen Roeser

YAY!! Thank you for working to make this happen. We can now move all of our recurring monthly gifts into one campaign!

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