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NPSP How-To Series: Relationship Automated Soft Credits

NPSP How-To Series: Relationship Automated Soft Credits


Let’s see how to create soft credits based
on relationships in the Nonprofit Success Pack, automatically! NPSP let’s you add soft credits to an opportunity
one at a time and soft credits can be automated for households, tributes and matching gifts. But what if you always credit specific people
related to certain organizations or contacts every time? Some general examples
A board member is doing the actual fundraising for that donor and should receive leveraged
credit Crediting organizational roles and responsibilities
like grant managers Crediting extended family members like adult
children Crediting house party hosts or table captains
for funds raised at events Giving staff members or volunteers who are
not Salesforce users credit for soliciting gifts There are two ways to automate soft credits
from relationships By Selecting a Contact Role on an affiliation
related to the donors account OR
By Selecting a Contact Role on a relationship related to the contact for a household donation Before you start, be sure to review the videos
and documentation around soft credits. You will also need to display the contact
role field on affiliation and relationship layouts. Let’s see this organizational level automation
in action. We’re asking for a donation from the Weis
foundation and the following people need to be credited every time we make an ask. The Grants manager at Weis, Lisa Shaw
Family members Jared, Charles and Nicole Weis And our Board member Park Tung should always
be credited for leveraging the ask So let’s go to the affiliation for Lisa
Shaw Select Soft Credit as Related Opportunity
Contact Role and select save Let’s do the same for the family members
affiliations to the Weis Foundation Don’t forget, if you need more specific
roles, you can create them and define how they’re rolled up to contacts in NPSP settings. Let’s do the same for our board member but
set his role to Solicitor Now let’s create an opportunity for the
organization! Select New from the opportunity related list. Fill in required fields and select save. Let’s look at the Soft Credits Our extended family members were credited
as soft credits And Park our board member was credited as
a solicitor We just saved 3 or 4 steps creating this opportunity,
more importantly we’re able to report out what sort of influence our contacts have on
organizations and not forget to credit them when they use that influence. Now let’s see how automated soft credits
work with individual relationships! Let’s say Roberto has an adult child Robbie
When Robbie gives we want to ensure Roberto gets credit. Lets go to the relationship to roberto from
Robbies contact We’ll set the soft credit role as Soft Credit
– this will make sure Roberto is Soft Credited with a role of Soft Credit whenever Robbie
gives We also want to make sure Robbie get’s soft
credited every time Roberto gives Lets go to the relationship to robbie from
roberto’s record Here we will also set the contact role to
Soft Credit Lets make a donation from Roberto’s household
entering the default fields and selecting save. Here we can see that Roberto was credited
as the primary donor,Jasmin was credited because she’s part of roberto’s household and
Robbie was credited because of the soft credit role we entered on the relationship. Robbie always gets credit even though he’s
left the nest! Getting all of this right is important! Donors with more complex needs will expect
that you are representing their family, businesses, associates, and financial institutions correctly,
and that your organization is crediting the right people for the donations they’ve helped
to bring in. Please note: There is a hierarchy when the
same person is being soft credited by different methods at the same time! Be sure to check the documentation for more
information so you can share best practices with users. Thanks for watching!

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