Fundraising Program

Darian B. shared this question ago

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I am trying to set up a fundraising program in IO. My struggle is how to get the report to due the math of 5% of each sale. Is this possible? if so how?

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Susan M. ● 18 days ago

First you would need to track the leads somehow to determine what is considered part of the fundraiser. You can use a tag, an optional field, etc. Have you set that up yet?

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Darian B. ● 18 days ago

no. my thinking was i could use a coupon code to track.

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Susan M. ● 17 days ago

You can use a filter like this and add it to your report. "fee name" in this case is also looking for any discounts or coupon codes. Have it filter out the name of the coupon code like this: (my code's name in this scenario is "fundraiser"

e052bef211b2a09c0d83956ba37e4071

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