Move Transaction between Campaigns | Voters

Move Transaction between Campaigns

in progress

Kait Cogswell

Self-serve ability to move transactions between campaigns

September 21, 2020

Johnny Lin

Any ETA on when this will be completed? Kait Cogswell

Stacey Jones

This would be so helpful, because we have our main website donation link and then specific campaigns that we want to keep the progress bar going on, and donors get confused or find old links and just give that way, which then makes the progress bar not able to truly reflect the amount, because the donation to the "other" campaign is stuck in that system and unable to be reassigned.

Cheryl Warner

Can we please get an update? Our organization is not able to complete our fundraising plans for the upcoming year until this fix is completed because we have recurring donations "stuck" in closed (inactive) campaigns. We need to be able to move those recurring donations to a new campaign.

Scott Hastings

In addition to moving monies from a "general donation" campaign (which seems to be the most common request), we also see a use for managing "challenge" fundraising in a separate, non-public campaign, until the challenge in the public campaign is met, then move transactions from the challenge campaign to the main campaign.

Sarah Santas

Any update on when this will be completed?

Carrie Routhier

So this request has been marked as "In Progress" for quite some time. Do we have an estimate of when it might be complete? This issue is really important to a lot of us.

Robert Hartman

Carrie Routhier same here. I would have thought this would have been something they launched at the spread with over 800 members requesting this. We have a general donate button and specific campaigns for other funds, but many donors just use the general donate button that floats on our website and type in the campaign they wish to fund. I know have a list of donations I have to manually reassign at the end of the fiscal year.

Rebecca West

this would be extremely helpful. we have had situations where two teammates created a campaign for the same thing and donors were put under both ( as well as donors accidentally donating t the wrong campaign) being able to merge campaigns, and or move donors from one to the other would be extremely helpful!

Tracy Mauser

This would be a GREAT Feature

Anne Sutton

Voting for this again!

Lyndsey Kanitz

This would be GREAT. Sometimes donors end up donating to the wrong campaign, which leads to a data snowball in the wrong direction!

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