Recognition programs are used to track a constituent’s giving levels over time. They can be set up to be yearly or lifetime, and constituents can be manually upgraded or opt out of levels as appropriate.
Good to Know!
- Recognition programs are scheduled to be updated at regular intervals, usually nightly.
- The recognition level is a hyper-link, when you click on it you can see detail for that program and the donations that put the constituent in that level.
- You can opt a constituent out of a level, or out of a particular program. You can also manually set a level if necessary.
- When constituents are dropped from a recognition program, their history with the recognition program is retained and they are not re-added when the recognition program process runs. When constituents are deleted, all of their history is deleted, and they are re-added by the process if they meet the criteria. Drop only applies to lifetime recognition programs.
- You may see multiple levels for a particular year, this is to track when a constituent reaches a certain level – for example if Peter gives $100 11/1 he is in the Member level, when he gives another $500 on 12/1 he is now a Sustainer, etc
- Conversion notes: recognition programs will take the place of the CAGU attributes Partners loads nightly for most affiliates. We are currently planning to re-create the constituent attributes for donor listings and honor rolls in Atlas, likely converting only the manual updates from RE.
How Do I?
- Manage my program as a whole and see who qualified at what level? See Constituents/Recognition Programs to see how the program is set up and which donors qualify where.
- Manually override a recognition level for a constituent? Check out Recognition Programs/Manual Overrides
- Create or maintain a recognition program?
- Limit my Recognition program to a selection of constituents?