{"id":6936,"date":"2024-05-31T07:17:51","date_gmt":"2024-05-31T14:17:51","guid":{"rendered":"https:\/\/connectionpoint.com\/help\/?post_type=docs&p=6936"},"modified":"2024-06-25T12:25:40","modified_gmt":"2024-06-25T19:25:40","password":"","slug":"how-to-set-up-allocations","status":"publish","type":"docs","link":"https:\/\/connectionpoint.com\/help\/docs\/how-to-set-up-allocations\/","title":{"rendered":"How to set up Allocations"},"content":{"rendered":"\n

FundRazr, Petfundr & CoCoPay Organizations Only<\/strong><\/p>\n\n\n\n

The Allocations feature is designed to help organizations track revenue by program, automatically associate contributions with specific programs, and allow contributors to guide how their funds are used. <\/strong><\/h4>\n\n\n\n

Setting up Allocations on your organization page:<\/strong><\/p>\n\n\n\n

    \n
  1. Click on the “Manage” section>Select “Settings”>Click on “Allocations”<\/li>\n\n\n\n
  2. Once on the Allocations page, you’ll find options to define and manage your organization\u2019s program categories or areas of focus.<\/li>\n\n\n\n
  3. Decide if you want to enable Allocations for new campaigns automatically.<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Turning on Allocations on your existing campaign<\/strong>s:<\/p>\n\n\n\n

      \n
    1. Click on the “Manage” section>Select “Settings”>Click on “Data Collection”<\/li>\n\n\n\n
    2. Select “Yes” under Prompt for Allocation <\/li>\n\n\n\n
    3. Decide what supported Allocations you want for this campaign.<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Supporters can choose where to allocate their contributions or allow the organization to allocate them where needed most.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      You can view all Allocations selected from under the Transactions report<\/strong> (found under the Report Section>Transactions)<\/p>\n","protected":false},"excerpt":{"rendered":"

      FundRazr, Petfundr & CoCoPay Organizations Only The Allocations feature is designed to help organizations track revenue by program, automatically associate contributions with specific programs, and allow contributors to guide how…<\/p>\n","protected":false},"author":3,"featured_media":6036,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[11,3],"doc_tag":[148],"class_list":{"0":"post-6936","1":"docs","2":"type-docs","3":"status-publish","4":"has-post-thumbnail","6":"doc_category-general-help","7":"doc_category-organization-management","8":"doc_tag-allocations"},"year_month":"2026-05","word_count":157,"total_views":"748","reactions":{"happy":"1","normal":"1","sad":"1"},"author_info":{"name":"Shannon Belliveau","author_nicename":"shannon","author_url":"https:\/\/connectionpoint.com\/help\/author\/shannon\/"},"doc_category_info":[{"term_name":"Organization General Set-up & Management","term_url":"https:\/\/connectionpoint.com\/help\/help-category\/general-help\/"},{"term_name":"Organization Management","term_url":"https:\/\/connectionpoint.com\/help\/help-category\/organization-management\/"}],"doc_tag_info":[{"term_name":"Allocations","term_url":"https:\/\/connectionpoint.com\/help\/help-tag\/allocations\/"}],"yoast_head":"\nHow to set up Allocations - 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