Hi there,
I wonder how your organization handles the gift membership purchases made online?
Does your organization have only one default source to use for any transaction (ticket purchases, gift memberships, etc) made on the web goes to? Can we assign multiple default sources on the web?
What is happening with our gift membership purchases made on the web is that they first all go to Accounts Receivable on account instead of Membership account. Then someone manually takes these gift memberships from A/R on account and puts them into membership account. Because we assigned only one default source on the web.
Could you please share your experiences if you had any similar cases? If there is any other solution that helped you, let me know.
Thank you,
Mehtap
Hello Mehtap,
We have been making more and more use of different source codes online. While there can only be one default source that is assigned to web, you can embed [promo] source codes to URL to help distinguish between different sources.
In one use case for our org, I use them to help distinguish source of online gifts between Add-on donations to orders, a pop-up ask on our website, or our via a button on our Make a gift webpage. To accomplish this link to our donation page has "?promo=[###]" appended to the end of the URL, where [###] is the unique source code.
For your gift membership scenario, perhaps appending the desired source code to gift membership link.
Hope this helps,
David Hernandez