How to Request a Trackable Giving Link

If you're interested in measuring the success of your solicitation in terms of donors and dollars, here is a guide to requesting trackable giving links. These links can be used to link gifts made online to the email you sent or a social media post.

You can request a trackable link for a mailing list, email list, or social media posts. This article is derived from OUD's How to Create/Request a Trackable Giving Link

Gathering information for a trackable link with a mailing or email list

After submitting a request for a Marketing Effort (mail or email list) for your solicitation, you can collect the necessary information for a trackable link. You will find this information without the Excel document provided as your mailing list. The information you will need to gather is:

• DirMktEffExpMktEffFieldsMktEff_NAME

• DirMktEffExp_SOURCECODE

If you have more than one segment (audience) within your mailing list, you can create a tracking link for each segment. You can find your segment names under DirMktEffExpMktEffFieldsSeg_NAME. There will be a different source code for each segment, so be sure to take note of the correct source code for the corresponding segment.

Gathering information for a trackable link for a social media post

If you are creating a social media post and would like to track donations generated through that, you will need to submit a request for a Public Media Effort. Simply submit a request to LSA Advancement with a brief description of your solicitation and request a Public Media Effort be created. You will be given the name of the Public Media Effort and the source code to provide for your trackable link.

Requesting a trackable link

1. Go to https://support.dev.umich.edu/um and click the Track Link tile.

2. Fill out the form with your information:

   1. Your full name.

   2. Umich email address (a copy of the information will be sent to this address).

   3. Select your unit from the drop-down (if your unit is not listed, select your parent unit).

   4. Select "Webpage" then paste the link to your Michigan Online Giving page.

      1. Select your general landing page, a specific fund, or a gift basket link from Michigan Online Giving

   5. Click the Search button. This validates the URL, so if your landing page is not found, double-check the URL. You must complete this before moving to step 6.

   6. Select your SCU abbreviation.

   7. Copy/paste your Marketing Effort/Public Media Effort name.

   8. Copy/paste the Source Code of the corresponding Segment Name you wish the gifts to be tracked back to. 

   9. Click Review Request.

   10. Ensure everything looks correct before submitting.

3. CONGRATULATIONS! You have created your link and can now assign it to your giving button or share it with the person creating your email/giving button. 

4. TEST YOUR LINKS IN INCOGNITO MODE