Defining Gift Related Products – Web Client Help Center

Here you can associate an active fundraising gift with other products.

To define related products:

From the Relationships tab, select Related Products.
The Related Products screen displays.
Select +New Related Product.
The Add New Related Product screen displays.
From the Related Product field, search for and select the related product.
Select the Relationship Type from the drop-down.
Select the Valid From date from the drop-down.
If necessary, select the Valid Through date from the drop-down.
Click Save.

Screen Element	Description
Related Product	Search field. This provides the list of valid options and populates product, sub-product, and description fields for the selected product.
Relationship Type	Drop-down. Defines the relationship between the product and the selected related product. Values in the drop-down populated based on the fixed codes defined for the ORD "RELATION_TYPE" system type. By default, all web-enabled CASH and PLEDGE gifts will display in the Donation Listing. However, you do have the option of excluding certain PLEDGE gifts from the listing. For example, let's say you have a general cause related to "Advancing Futures of Adults with Autism", and for this cause, you have both a CASH gift and a PLEDGE gift defined. In this case, you would not want to display both the CASH and PLEDGE gifts in the listing because web users might be confused. Therefore, a new product relationship type has been created called Linked CASH product for PLEDGE donation. Only pledge gifts WITHOUT an active product relationship with this relationship type will display in the listing. If this relationship is setup, when the web user clicks Donate Now for the CASH gift from the donation listing, the donation wizard control will open and display donation options for both the CASH and PLEDGE gifts. This type of relationship should only be defined for PLEDGE gifts.
Parent Product	Read-only. Populated from the product search.
Valid From	Drop-down. Start date of the relationship.
Valid Through	Drop-down. Optional end date for the relationship.