Internal codes can be added to individual fundraiser records and donate button post records. This in turn associates all donations made to these fundraisers with the internal codes too, allowing you to report on both fundraisers and the donations linked to them.
For GivePanel Events, coding works differently and is applied at the registration level instead.
See: How to Apply Coding in GivePanel Events
Creating Internal Codes
You can find and create internal codes by heading to:
Audience → Labels and Codes → Internal Codes
Codes can also be created directly within a fundraiser record by typing into the Internal Codes field.
Applying Internal Codes to Fundraisers
Multiple internal codes can be applied to each fundraiser or donate button post. There are a few ways to apply internal codes:
Manually
Head to Audience → Fundraisers, open the fundraiser record, and select or enter the relevant internal code(s) in the Internal Codes field.
Default Internal Codes (Per Event)
Default internal codes can be set so that when a fundraiser is created (for example via an integration), the code is automatically applied based on the event assigned to that fundraiser.
This is useful for ensuring consistent coding across all fundraisers within a specific campaign or event.
Bulk Upload
Internal codes can be applied to multiple fundraiser records at once via a bulk upload in Account Settings.
This is particularly useful for retrospectively applying codes or updating large volumes of fundraiser records in one go.
How Internal Codes Appear in Exports from GivePanel
Unlike labels, each internal code has its own column in exports.
Fundraiser Export (CSV)
When exporting fundraisers from the Fundraiser List:
• Internal Code 1
• Internal Code 2
• Additional codes appear in subsequent columns (e.g. Internal Code 3, Internal Code 4, etc.)
Each internal code applied to a fundraiser is given its own column.
Report Builder (Donations & Fundraisers)
When exporting from Report Builder, internal codes appear under slightly different column titles:
Fundraiser Internal Reference 1
Fundraiser Internal Reference 2
Additional codes follow the same pattern (e.g. Fundraiser Internal Reference 3, etc.)
These fields can be appended to donation reports, allowing you to see which internal codes are associated with each donation.
Summary
Internal codes provide a flexible way to categorise fundraiser data and ensure consistent reporting across both fundraisers and the donations linked to them. They are particularly useful for:
Internal reporting (e.g. departments, campaigns, finance appeals)
CRM reconciliation