In Virtuous, your organization can utilize the Organization Group feature for a wide range of reasons to manage donor groupings. Pairing Organization Group assignments with Project Owner assignments will enable an automatic management process where Contacts are assigned to the appropriate Organization Group in response to incoming Gifts being created via the Gifts and Contact Import Tool. At a minimum a User must be assigned to an Organization Group and be listed as a Project Owner for this process to successfully function.
Table of Contents
- Organization Group
- Project Owner Assignments
- Automatic Organization Group Assignment via the Import Tool
Organization Group Assignment
Let's follow a specific example to see how these two features complement one another. The User is raising their own funds and an Organization Group is used to group together all Contacts that have donated to support them.
The Organization Group must already exist and the User must be an assigned team member.
If desired, you can also limit a User's access to only the Contacts in their Organization Group, select the edit option available to the right of the specific User to open the toggles available.
In the pop-out window, there two important fields to set restrictions in place. First, the Assigned Organization Group should reflect the appropriate group. Then, you'll find a section of the User Details titled "Organization Group Filter" in the bottom right. The third option "Limit Contacts by Group" will make it so this user will only be able to access Contact records assigned to their Organization Group.
Note: This setting is not required for the automatic assignment process to function.
Project Owner Assignments
The second part of this feature is having the specific User assigned as a Project Owner. Navigate to the main Projects page using the left hand menu by selecting "Gifts" and then "Projects".
Select the name of the specific Project that will be assigned to the User.
Next, select the edit icon to the right of the Project Name.
In the pop-out window, scroll down to find the field "Project Owners".
Select the appropriate User profile to associate as the Project Owner. Press the + icon and then select Save to lock in your changes.
Automatically Assigning Organization Groups via the Import Tool
Now the combination of the two below settings will allow you to use the Import Tool to automatically assign Contacts to Organizations Groups during the Import process.
- Organization Group assigned
- Project Owner assigned
When importing new Gift records, Virtuous will take a look at the Project on a Gift and see if that Project has an assigned Owner. If it does, then Virtuous will see if that Owner is assigned to any Organization Groups. And if they are and the Contact is not already assigned to that Organization Group, they'll be added automatically.
This means after your organization has these various settings in place, any new donors can automatically be added to Organization Groups solely based on the Project associated with their Gift.
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