Defaulting Soft Credits and Suggested Soft Credits

Soft credits can be applied from any gift to any Constituent and Dataset record - with giving enabled - in the database. A single gift can apply soft credits to any number of records. Soft credits can be suggested or defaulted to a record automatically, based on the Relationship Type, and if the relation is a linked relationship.

Defaulting Soft Credits

For a relation on a record to receive a soft credit by default, the relationship must be linked, have giving enabled, and have a relationship type configured for defaulting soft credits. A typical relationship type setup for defaulting soft credits is a Spouse relationship type.

Below is the specific PKV (key-value pairs) code to be placed into a relationship type prompt XML section for the relationship types that should receive a soft credit by default. For the K part, use soft_default, and for the V part, use the number 1.

<p>
<k>soft_default</k>
<v>1</v>
</p>

PKV (key-value pairs) code to be placed into a relationship type prompt XML section for the relationship types that should receive a soft credit.

Suggesting Soft Credits

By default, all linked relations are suggested for soft credits. It may not be desired to have some relationship types suggested for soft credits. The PKV below can exclude linked relations with specific types from being suggested for soft credits. A typical example would be a Friend relationship type.

Relationship type prompts can be configured to exclude a relation as a suggested soft credit. Below is the specific PKV (key-value pairs) code to be placed into a relationship type prompt XML section for the relationship types that should not be a suggested soft credit. For the K part, use soft, and for the V part, use the number 0.

<p>
<k>soft</k>
<v>0</v>
</p>

The specific PKV (key-value pairs) code to be placed into a relationship type prompt XML section for the relationship types.

Note

For soft credits to be applied by default or to suggest relations, an additional configuration is required on the form or import that creates the hard credit gift.

Form/Import Soft Credit Options:

  • Apply soft credits to all suggested records 
  • Apply soft credits to only default records 
  • Do not apply soft credits 
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