Organization Preferences

Next we explore your general organization preferences.  There are a number of preferences listed here, just remember you only need to set these up once.  But it's important to set these up properly so let's unpack one at a time.  

• General Settings - items related to your organization profile

  • ​Time Zone - set your organization time zone.  This is how the system knows when to shut down registrations and automate other system mechanics.  

  • Default tab on member modal - when you click on a user from your member database you will see a member modal displayed.  Choose which module you would like to see by default.  If you're not sure then click trips or notes.

• ​Short Term Opportunity Settings - these are settings as relate to your short term trips.  

  • ​​Which trips to display - choose which trips to display on your opportunity page (just your organization or your organization + your partners)

  • Fundraising

    • ​Hide donor name from event admins - here you can choose to not allow your event admins to see donors who give to your trip participants.  Some organizations do not want event admins knowing how much donors are giving to individuals.

    • Hide individual donation amounts from trip participants (on registration page and emails) - this feature allows you to not show donation amount (though donor is still displayed).  Some organizations do not want trip participants to know how much each donor is giving them. 

    • ​Hide fundraising progress on personal fundraising page - this is essentially to allow for "over-fundraising".  When you turn this off then there is no fundraising progress bar so donors have no idea when goal is met.  Some organizations prefer to not show donors this progress bar.  

    • ​Organizations to absorb credit card feeds.  You can choose to pass along credit card fees to your participants or absorb those fees.  For example, a donor gives $100 to an individual.  If you absorb the fee then the participant sees a full $100 donation.  If you do not absorb then the participant might see a $95 donation (after fees).  NOTE: if you do choose to absorb fees then make sure to build your budget accordingly to cover the costs of fees - consider adding 5% to your trips to cover these costs.  

    • ​CC all household members for emails to minors - this sends a copy of all emails sent to members who are minors in household accounts.  

    • Notification for events - this generates an email notification when someone registers for an event.

    • ​Donation help text - this field is useful for organizations needing to give clarity to their donation terms and conditions.  For example, many organizations want to note that a donation to a person is really a donation to the organization and they the organization reserves the right to do as they please with the donation once made.  This text is displayed on both the donation page (where the donor enters their credit card information and makes the donation) and the email confirmation.  

  • Groups - settings for your small groups.

    • ​Enabled Small Groups

    • Enable simple group registration

    • Curriculum filter

    • ​Starting new groups - allows users to create their own small groups (turn off if you want to control which go live)

    • Groups Search

      • ​Hide life stages from search

      • Hide age groups from search

      • Hide gender from search

  • Tracks

    • ​​Which tracks do you want to show on your organization tracks page (just your organization or your organization + your partners)

  • Map Settings

    • ​Show map in menu

    • Show partner points on your map

  • Advanced

    • ​Optionally you can enter HTML code from Google Analytics or another tracking tool to run site analytics.