Why should you track “sub groups” at a school as separate groups in My Fundraising Place?
Here’s an example of how some users do this and why it’s NOT a best practice:
You go to XYZ High School and talk to the volleyball coach, the band director and the Spanish teacher. Rather than creating 3 separate groups in My Fundraising Place, you just enter XYZ High School. You create all 3 contacts and relate them all to XYZ High School.
Two weeks later the Spanish teacher calls and wants to sign up for a fundraiser. You rename XYZ High School to XYZ High School Spanish Club. Since you just renamed the group, the band director and volleyball coach are still related to this group.
A few months later, the Volleyball team decides to run a fundraiser, so you create a new group called XYZ High School Volleyball and relate the volleyball coach to this new group.
Why wouldn’t you want to do it this way in My Fundraising Place?
- You could lose important historical information on the Volleyball team group because your previous activities with that contact would be with the group that was renamed to XYZ High School Spanish Club.
- Not having that history with the correct group would also mean that you wouldn’t be able to filter by the last activity date or last sample date for the Volleyball team because it would be blank.
- The coach of the volleyball team would now be related to the Spanish Club and the Volleyball team if you don’t remember to remove the contact from the Spanish Club and that can cause confusion.
Country Maid’s recommendation:
Using the same example above, we would recommend that you create 3 separate groups right away in My Fundraising Place. One for the volleyball team, one for the band and one for the Spanish club. The contacts would be related to the right groups and the history would be with the right groups as well.
Tips:
You can copy an address from one group to another group by using the copy and paste buttons (the 2nd and 3rd buttons from the left in the screen shot below).
