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Managing Motivation Codes

Molly Kinder
Updated

Motivation Codes let donors tell you how they heard about your organization directly on a giving page. Each Code represents a specific media source or outreach channel, such as a radio station, TV spot, podcast, or website, and is saved on the Gift record when a donor submits a form. You can organize Codes into Groups, filter them by donor location, and manage them individually or in bulk. If your organization also uses Virtuous CRM+, Motivation Codes in Raise sync bidirectionally with Media Outlets in CRM+, keeping data consistent across the full platform.

Table of Contents

  1. Setting Up Motivation Codes
  2. Creating Code Groups
  3. Adding a Motivation Code Component to a Giving Page
  4. Bulk Importing Motivation Codes
  5. Editing and Deleting Motivation Codes
  6. CRM+ Sync

Setting Up Motivation Codes

To create a new Motivation Code, navigate to Settings and Motivation Codes. Here, you can view all existing Motivation Codes. To create a new one, select + New Code.

Each Motivation Code includes the following fields:

  • Name: the label donors see on the giving page
  • Code: a unique identifier string saved on the Gift record. This is not visible on the giving page.
  • Media Type (optional): Live Event, Podcast, Radio, Streaming Radio, Streaming TV, TV, Website, or Other
  • Site URL (optional)
  • Description (optional)
  • Group(s) (optional): assign the Code to one or more Code Groups. Learn more below.
  • Zip Codes (optional): used for location-based filtering on the giving page
  • Price and Cost: used for internal tracking
  • Sort Order: controls where the Code appears in the donor-facing list
  • Pin this Motivation Code toggle: pinned Codes always float to the top of the donor-facing list on a giving page; multiple pinned Codes sort alphabetically

Creating Code Groups

Code Groups let you organize Motivation Codes for a more structured donor selection experience. For example, you may choose to organize Motivation Codes into Groups by specific stations or media types. Then, your Motivation Codes could include specific local news segments (such as Heartland News, Heartland Sports, and A Better Heartland). The Code Group would then be the station itself (KFVS-12).

To create a Group, select the Code Groups tab on the main Motivation Codes settings page and select + New Code Group.

Complete the form and select any Motivation Codes that are associated with the Group.

The relationship between Codes and Groups is many-to-many: a single Code can belong to multiple Groups, and a single Group can contain many Codes.

Adding a Motivation Code Component to a Giving Page

In the Raise page builder, drag the Motivation Code component onto your form. Click into the component to open the Motivation Code settings.

The settings panel includes the following options:

  • Label: customize the question donors see, such as “How did you hear about us?”
  • Code Selection: choose to show all Codes, include specific Codes, or exclude specific Codes
  • Show Pinned Codes toggle: controls whether pinned Codes appear at the top of the list
  • Filter by Donor Location toggle: when enabled, automatically narrows the Code list to Motivation Codes whose assigned zip codes match the donor’s billing zip code. This is useful for organizations running geographically targeted media campaigns.
  • Display Code Groups toggle: when enabled, this creates a two-step Group selection experience. Donors first select a Code Group from a dropdown, then see only Codes within that Group in the next field. Additional fields appear in settings: a Group Label field and a Group Selection mode setting. Make sure your Group names are clear and donor-friendly.

When a donor submits the form, their selected Motivation Code and Group, if enabled, are saved directly on the Gift record.

Bulk Importing Motivation Codes

If you have a large number of Codes to create, you can import them in bulk using one of two methods:

  • CRM+ import (recommended for Virtuous CRM+ customers): if your organization uses Virtuous CRM+ and already has Media Outlets configured there, navigate to the Raise <> CRM+ integration settings screen and select Import Media Outlets. This imports your existing Media Outlets directly into Raise as Motivation Codes.

  • CSV import: navigate to Settings and Motivation Codes and select Bulk Import. Download the pre-formatted CSV template on the screen, fill in your Code data, and upload the completed file.

The CSV import both creates new Codes and updates values for existing Codes that share the same Code value. 

Editing and Deleting Motivation Codes

You can edit or delete any Motivation Code from the Motivation Codes list view. If a Code you are deleting has existing references, such as page or Group assignments, you are required to select a replacement Code before the deletion proceeds. Raise automatically swaps the deleted Code for your chosen replacement across all affected pages and Groups.

CRM+ Sync

For organizations integrated with Virtuous CRM+, Motivation Codes in Raise sync bidirectionally with Media Outlets in CRM+. Changes made in either system are reflected in the other automatically. This sync requires an active Virtuous CRM+ integration. Click here to learn more about Media Outlets in CRM+.