Customizing Slate Advancement Standard Fields & Prompts

There are various types of standard fields & prompts that are used for giving:

Customizable Standard / No Customization Necessary
  • Gift Type**
  • Gift Status**
  • Gift Fund**
  • Gift Amount**
  • Gift Appeal*
  • Campaign*
  • Opportunity Status*
  • Occasion*
  • Defaulted Soft Credits*
  • Fund Type*

* Denotes additional configurations available

* Denotes required

Fields and Prompts with Special Configurations
Name Behavior Prompt Key Prompt Category
Campaign

Campaigns are configured in the Campaigns section of the Database. Once created, a list of available campaigns will be available for selection when entering a gift.

n/a n/a
Gift Type

By default, all prompt values for gift_type will appear under gifts, pledges, and planned giving. These prompt values may be restricted to only display under gifts, pledges, or planned giving through the use of a PKV.

Examples of gift types may include:

  • Cash
  • Property
  • Stock
  • In-Kind Services
gift_type n/a
Gift Appeal A specific outreach, such as a new graduate appeal.

This field will only appear when a prompt list exists.

gift_appeal  n/a
Gift Status Status of a gift. Ex: Received

This field shares the same field and prompt list as pledge status, and planned giving status.

The prompt requires a category of "Received".

gift_status Received
Fund Type

Funds can be categorized by creating a field with the key of "fund_type."

A prompt list can be associated to this field to house the prompt categories. Leveraging this field allows for greater control over the funds list for use on forms. 

n/a n/a
Pledge Status Status of a gift. Ex: Pledged

This field shares the same field and prompt list as gift status and planned giving status.

The prompt requires a category of "Pledged".

gift_status Pledged
Planned Giving Status Status of a gift. Ex: Planned

This field shares the same field and prompt list as gift status and pledge status.

The prompt requires a category of "Planned".

gift_status Planned
Opportunity Status Status of an opportunity. gift_project_status n/a
Occasion A reason for giving a particular gift. Ex: In Honor of or In Memorium.

Can be connected to a separate, existing record within Slate.

 

gift_occasion n/a
Relationships Relationship types are configured using the “relationship_type” special prompt key. Out of the box the following relationships are configured (Any of the standard relationship_types listed above may be inactivated if not utilized):
  • Father
  • Mother
  • Step-Father
  • Step-Mother
  • Legal Guardian
  • Sister
  • Brother

Additional relationship types to consider:

  • Aunt
  • Uncle
  • Cousin
  • Employer
  • CEO
  • Owner
  • Fund Primary
  • Contact

Important!

Think about how all of the entities in an instance could be related.

Relationships also serve the purpose of linking gifts as soft credits.

relationship_type  
Restricting Gift Type Prompts
Gift Type - Example 1 (Without Special Configurations)

By default, all prompt values for gift_type will appear under gifts, pledges, and planned giving.

In the example below, the gift type of "cash" will appear as an option under gifts, pledges, and planned giving:

1.png

View from the gift section of giving tab on the person record:

2.png

Example 2 (With Special Restriction Configurations)

While all prompt values for gift_type will appear under gifts, pledges, and planned giving by default, these prompt values may be restricted to only display under gifts, pledges, or planned giving through the use of a PKV.

In the example below, a PKV has been included in the XML section to limit the places where the 'property" prompt will appear. With the addition of this code, 'property' will appear as an option ONLY under the planned giving section.

3.png

View from the planned gift section of giving tab on the person record:

4.png

Gift Type PKVs

Below is a list of the three distinct areas that gift type prompts may be limited to. Remember, by default the gift type will show for all. If the gift should not be limited to a particular gift type, then it is not necessary to add the PKVs shown below.

Gift Type PKV Behavior
Pledged
<p>
<k>status_category</k>
<v>Pledged</v>
</p>
Using this PKV will display the prompt value under pledge gift type.
Received
<p>
<k>status_category</k>
<v>Received</v>
</p>
Using this PKV will display the prompt value under received gift type.
Planned
<p>
<k>status_category</k>
<v>Planned</v>
</p>
Using this PKV will display the prompt value under planned gift type.

  What if the gift type should appear in more than one area but not all?

If a gift type prompt should appear in more than one but not all, include multiple PKVs. For example:

<p>
<k>status_category</k>
<v>Pledged</v>
</p>
<p>
<k>status_category</k>
<v>Received</v>
</p>

In the above example, this particular prompt will appear for ONLY 'pledged' and 'received' gifts.

Suggesting Soft Credits for Relationship Types

Below are two PKVs that can be associated with individual relationship_type prompts to either:

  • Suggest relationships be given a soft credit when making a gift.
  • Default a particular relationship to automatically receive a soft credit when making a gift, like a spouse.

Note that only linked relationship records can be suggested or defaulted.

Gift Type PKV Behavior
Hide as suggested soft credit
<p>
<k>soft</k>
<v>0</v>
</p>
Using this PKV will hide relationships types from displaying as a suggested soft credit.
Default suggested
<p>
<k>soft_default</k>
<v>1</v>
</p>
Using this PKV will default a suggested soft credit to always receive credit.
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