How to add custom codes to your charity's JustGiving data

How to add custom codes

to your JustGiving data

justgiving.com How to add custom codes to your JustGiving data

What are custom codes?

You can tag your charity’s own database codes to any of your events or fundraising pages on

JustGiving by using custom codes. Once you’ve added your codes, they’ll show up in all your

JustGiving reports making your reporting easier to manage.

This guide shows you:

1. How to set up custom codes

2. Fundraising page codes

• a. How to assign custom code headers

• b. How to assign custom codes

• c. How to bulk upload fundraising page codes

3. Event codes

• a. How to assign custom code headers

• b. How to assign custom codes


1. How to set up custom codes

Before you can start using custom codes, you need to activate this part of your JustGiving account.

1. Decide who’ll be responsible for managing custom codes.

2. Email [email protected] and tell us who that person is, including their email address.

3. We will then activate this part of your account.


2. Fundraising page codes

You can add fundraising page codes to all the

fundraising pages created by your supporters on

JustGiving. First, you need to add custom code

headers, then you can either add codes to pages

individually or bulk upload them together.


a. How to assign custom code headers

Step 1 – Decide on your header names

You can create up to six fundraising page code headers. You can use these to add one or more

codes to your fundraising pages.

If you’re using one of the database systems below, you might want to use these examples

so they match the headers of your system:



Step 2 - Set your fundraising page headers

You can now add your header names to JustGiving.

1. Log in to your JustGiving account.

2. Go to Reports.

3. Click on Custom codes.

4. Click on the Add fundraising page headers button.

5. Name your headers.

6. Click on Save changes. Only do this when you’re sure that you’ve named the

headers correctly. If you need to change them once you’ve saved them, you’ll

need to contact us at [email protected]


b. How to assign custom codes

Once you’ve created custom code headers, you can view and manually assign codes

to any fundraising page created for your charity within the last six months.

Assign your custom codes


2. Go to Reports.


4. Click on Add fundraising page codes.

5. Use the calendar to search for fundraising pages created by date.

6. If you or a colleague have added custom codes to a fundraising page in the past,

they’ll be listed in the Assigned column. Pages without codes will be listed in the

Unassigned column.

7. Click on an Assigned or Unassigned box for a specific date to see a list of

fundraising pages for that date.

8. Expand the fundraising page’s records for more page details.

9. Fill in the fields with your own database codes.

10. Click on Save changes.


c. How to bulk upload fundraising page custom codes

Instead of adding codes to individual pages, you can bulk upload all your custom codes in one go.

This will save you a lot of time and means you don’t need to add codes to records individually.

Step 1 - Download your fundraising page IDs

First you need to get the fundraising page IDs for the fundraising pages you want to add custom codes to.


2. Go to Reports.

3. Click on Fundraising page reports.

4. Select a date range.

5. Include fundraising pages Created.

6. Click Create report.

7. Download the report.

8. You’ll find the newly created pages’ fundraising page IDs in row P of your report.


c. How to bulk upload fundraising page custom codes

Step 2 - Bulk upload custom codes

Now you can bulk upload your codes to JustGiving.


2. Go to Reports.


4. Click on Bulk upload fundraising page codes.

5. Click on Download your CSV file

(This file will already contain your charity's

custom code headers).

6. Add your custom codes to the file under the

correct headings. Make sure you add the

pages’ Fundraising Page IDs.

7. Save the file.

8. Click on Choose file and pick the saved CSV file.

9. Click Upload file.

Once uploaded, your codes will be added to our

database overnight and will be in your fundraising

reports the next day.


3. Event codes

You can add custom codes to all your events on JustGiving. First you need to add event custom code

headers. Then you can start adding custom codes to your events.



You can create up to three event code headers.

You can use these to add one or more codes

to your events.

Set your events headers


2. Go to Reports.


4. Click on Add events headers.

5. Name your headers

6. Click on Save changes. Only do this when you’re sure that you’ve named

the headers correctly. If you need to change them once you’ve saved them,

you’ll need to contact us at [email protected]


b. How to assign custom codes

Once you’ve created custom code headers, you can add codes to all the events you have on JustGiving.

Assign custom codes


2. Go to Reports.


4. Click on Add event codes.

5. Use the calendar to search for your charity’s events by month.

6. If you or a colleague have added custom codes to events in the past, they’ll be listed

in the Assigned column. Events without codes will be listed in the Unassigned column.

7. Click on an Assigned or Unassigned box for a specific moth to see a list of events.

8. Add your event codes.

9. Click Save changes

10. Once codes have been added you can review them immediately. It will take 24 hours

for them to show up in all other reports.

11. These event codes will then be automatically attached to all pages created for your events.

Need any help?

Call us on 0845 078 2064

Or email us at [email protected]


Documents

How to add custom codes to your charity's JustGiving data