Data Model
Object definitions
Core Objects
Donation Form
- Each donation form you want to share with your donors is configured as a Donation Form record
Form Amount
- Set each Amount to collect for your Donation Form
Form Question
- Create custom questions and mappings for each Donation Form
Secondary Objects
- When donations are submitted, the Payment Method and first Transaction are processed immediately. The rest of the data is inserted as a Form Submission record and processed on a schedule in the background every five minutes
Payment Method
- Created immediately from the donor's web form submission, updated to relate to the Account, and Contact when the Form Submission process runs
Transaction
- Created immediately from the donor's web form submission, updated to relate to the Recurring Donation, Opportunity, Payment, Account, and Contact when the Form Submission process runs
Standard NPSP & Salesforce Objects
Recurring Donation
- If a non one-time donation is submitted (such as monthly), the Form Submission will auto-create a Recurring Donation record. This then auto-creates Opportunities
Opportunity
- Created from the Form Submission record if one-time. If not a one-time donation, Opportunities get created from the Recurring Donation record
Payment
- Standard functionality enforced
- Mirrored with the Transactions object (from Blackthorn | Payments)
Campaign
- If a Campaign is related to the Donation Form, the donor from the web form submission will result in an auto-created Campaign Member related to the specified Campaign
Account
- Created automatically if a Contact is created as a Household
Contact
- Attempted match on exact email upon submission of the form. If a match, relate all automation to that matched Contact. If no match, the form submission creates a new Contact


Updated over 2 years ago
Did this page help you?