How to set up an incentive for a third party

With this option, the donor donates in someone else's name, for example for a birthday or a tribute. That person receives a card with the donor's message and, when applicable, the gift.

Step by step

1. Prepare the card delivery. The card is sent by a workflow. Create it first (see "Why create a workflow for incentives").
2. Turn on the option. In the campaign's Incentives tab, turn on the For third parties switch.
3. Choose a tag. Select the "Tag de segmentación para terceros" (Third-party segmentation tag). It's required; if you don't have one, create it there. AFRUS adds it to each person who receives a gift, so you can find them later.

When you finish, your forms will show the option to donate in someone else's name. If you don't choose the tag, the option doesn't appear.

What the donor fills in

The occasion, the person's name and email, their message, how they want to sign, and when to send the card (as soon as the donation is confirmed or on a date they choose). If the gift is physical, they choose whether it goes to the other person's address or to their own, to hand it over themselves. Before donating, they see how the other person will receive it.

The donation receipt goes to the donor; the card and the gift go to the honoree.

Frequently asked questions