Assign Cross-References for campaigns, funds, and appeals

1. From the Luminate Online Marketing home page, click Fundraising, and select Donation Management. The Donation Management page appears.


2. Select the Campaigns tab.
3. The Records grid displays each campaign in Luminate Online Marketing. In the Actions column of the campaign for which to assign a cross-reference, click Edit. The campaign record appears.
4. Click Configure Cross References. The cross-reference page appears.


5. In the Name grid of The Raiser's Edge Fund field, select the fund in The Raiser's Edge to associate with your Luminate Online Marketing campaign. The fund name appears in the Selected value grid.
6. In The Raiser's Edge Campaign field, select the campaign in The Raiser's Edge to associate with your Luminate Online Marketing Campaign. The campain name appears in the Selected Value grid.
7. In The Raiser's Edge Appeal field, select the appeal in The Raiser's Edge to associate with your Luminate Online Marketing campaign. The appeal name appears in the Selected Value grid.
8. In The Raiser's Edge package field, select the package in The Raiser's Edge to associate with your Luminate Online Marketing  campaign. The package name appears in the Selected Value grid.
9. In The Raiser's Edge Gift Subtype field, select the gift subtype in The Raiser's Edge to associate with your Luminate Online Marketing campaign. The gift subtype appears on the Selected Value grid.
10. Click Finish. You return to the Donation Management page.

*NOTE: You can also assign cross-refrences for your Luminate Online Marketing campaigns from the donation form record. To assign cross-refrences from a donation form record, on the Donation Mangement page, select the All Donation Forms tab, and click Edit in the Actions column for the donation form for which to assign a cross-reference.

Users that cross reference both the campaign AND the donation forms in Luminate should note that the cross reference selections on the donation form in Luminate will override the Campaign form cross references should their selections differ. If the Campaign, fund, appeal is incorrect when the gift appears in the RELO plugin users should navigate to the Luminate donation form to review their cross reference selections. Please review the RELO user guide for cross-referencing functionality.