Skip to main content

Create and Edit Price Points

Add the suggested giving amounts donors choose from.

Written by Adil Ali

Each price point carries an amount, a short description, and a frequency. You create them under Setup → Price Points, then show them on a campaign.

Before you start

  • You need the Price Points permission. Go to Setup then Price Points to check your access.

Add a price point

  1. Go to Setup → Price Points.

  2. Select Add new.

  3. Fill in the fields. Each field is explained below.

    - Name. The name of the price point, shown to donors in the checkout, for example "£10 monthly".

    - Description. A short description of the price point shown alongside the name.

    - Price. The amount of the price point, in your organisation's currency, for example 10.

    - Frequency. How often the donation repeats. Choose from the available frequencies, for example one-time, monthly, or Jummah. See Giving frequencies.

    - Funds. Where donations made through this price point are allocated.

    - Fund Sub Category. Optional. A narrower category within the fund.

    - Code. Optional. A reference code for the price point.

  4. Select Save. You'll see the confirmation Successfully Created.

Edit or archive a price point

  1. Open the price point from the Price Points list to change your configuration.

  2. Update the available fields, then click Update. The Frequency and Fund Sub Category fields lock after creation, so you can't change them during an edit.

  3. Move an unused price point to Archived Price Points rather than deleting the record.

Import price points

You can bring price points in from a spreadsheet using Import on the Price Points page.

Good to know

  • You have the option to duplicate an individual price point. This action saves time when you need to create similar giving amounts. Find the duplicate icon on the specific price point row in the main Price Points list.

Related

Did this answer your question?