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Online Giving Setup
Promotion Lists
How do I sort the order of giving opportunities on our website?
How do I sort the order of giving opportunities on our website?

Steps to create and organize your online giving promotion list

Tim Roberts avatar
Written by Tim Roberts
Updated over a week ago

In Vision2, promotion lists are used  to manage your online designations.

To create and configure your promotion list

  • Login to V2 admin portal and navigate to: Marketing > Promotion Lists > Add

  • Provide a Name and Description for your promotion list

  • Select the Is Default for Online Giving checkbox if this is your primary promotion list

  • Under the Designations section, click the Add Promoted Designation button

  • In the Promoted Designation search box, search for and select the designation you wish to add

  • In the Sequence text box, type the order number you want the designation to appear on your website. For example: If you want the designation at the top of the list, type a 1 in the text box

  • The Short Description text box is pulled from the designation’s short description section on the Finance tab

  • Continue to add and order your promoted designations for this list

  • Click Save & I’m Done

To preview your promotion list

  • Login to the V2 admin portal and navigate to: Web > Giving > Search and Browse

  • In the Widget Container Optional Settings list, click to enable the switch next to DisableSearch

  • Click to enable the switch next to Promotion List

  • Search for and select your promo list

  • Scroll down the page to the Widget Preview section to see how your list will appear on your website

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