To recognize persons or organizations who help bring in donations, assign soft credits to them. Soft credits are a valuable way to identify members who influence giving patterns, and help your organization flourish.
Add a Soft Credit to an Existing Transaction
To assign a soft credit to a user who encouraged a donation, first, locate the transaction in the Giving > Transactions page. Click the ellipsis on the right-hand side of the table to open the Actions menu. Select the View/Edit Transaction option.
Click the Add Soft Credit button to expand the Soft Credit section, and select the profile of the member to whom you wish to assign the soft credit.
The member who is to receive the credit must have an existing relationship with the member who completed the transaction.
If there are no related profiles, click the Create new relationship for <Profile Name> button.
This opens a new tab where you can establish a relationship between the current profile and the member who is to receive the soft credit.
Once you have established the relationship, enter the amount of credit you would like to assign.
When you’ve completed the required information, click save at the bottom of the window to save your assigned soft credit!
Add a Soft Credit to a New Transaction
Just like an existing transaction, admins can assign a soft credit to a new manually entered transaction. The process is exactly the same as mentioned above and is done in the Add Transaction window.
Identify and Filter for Soft Credits
On the Giving > Transaction page, scroll to the right to see the Soft Credit Profile column and the Soft Credit Amount column. These columns show whether a transaction applies a soft credit to another member’s profile.
To view all transactions that apply a soft credit, open the Filter by menu and set the Soft Credit option to Yes. You can also view a specific profile's soft credit impact on your organization. To view the impact, search the profile's name, select the View Related Transactions toggle button, and filter by Soft Credit > Yes.
If you have any questions or need help, send us a note at email@example.com!
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