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Soft Credits

To set up Soft Credits in a form, follow these few simple steps.

 

Form Builder

Form Builder

1. Under the Setup menu select Form Builder

2. Click the Edit icon

 

 

Advanced Options

Advanced Options

1. Click the Personal tab in your form

2. Make certain that you have your Advanced Options set to On

 

 

Soft Credit Setup

Soft Credit Setup

1. Select the list from which your user can choose to whom the credit will be awarded*

2. Fill out a prompt for the soft credit option

3. If you like, you can further organize the soft credit by type

 

*To add individuals in the soft credit list, simply submit a support ticket with their names and member IDs

 

Finished

Finished

Your users now have the option to assign a soft credit to someone.

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