How do I track "Soft Credits"?

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The recommended way to track soft credits is fairly simple:

  • Create a Donation Type of "Soft Credit". (For help, watch the video on adding DonorSnap system dropdown choices.)
  • Record the actual donation as normal under the appropriate contact who made the donation (for example, Sam Jones).
  • Record a second Donation using the Soft Credit code on the individuals account who may have directed the money your way (for example, Bob Smith, who encouraged Sam Jones to donate).
  • Add in the comments of Bob's donation that the donation came from Sam Jones.

Sam Jones gets the Hard credit for the donation; Bob Smith gets the soft credit.

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