How do I add designations to my online giving opportunities? | Vision2 Help Center

Steps to add a giving opportunity to your online promotion list

To edit your promotion list

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

  • Click the Pencil next to the promo list you need to update

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

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

  • In the Sequence text box, type the order number you want the selected designation to appear on your website, making sure to re-sequence your current list. For example: If you want the new designation at the top of the list, type a 1 in the sequence 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 Disable Search

  • Click to enable the switch next to Promotion List

  • Search for and select your promotion list

  • Scroll down the page to the Widget Preview section to see your list as it appears on your website