How do I add a second location or profile for my organization in GIVINGtrax?
How do I add a second location or profile for my nonprofit in GIVINGtrax?
To create a new profile by cloning an existing profile, start at your home dashboard, then:
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Click on “Nonprofit Profile(s)”, then choose “Overview” in the dropdown menu
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Next, click on the icon for “duplicate nonprofit” – it’s the one that looks like two sheets of paper just to the left of the red x.
Screen Shot below
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Change the desired items & click “save”. This will duplicate most of the profile content.
Copying public page content and profile items to a second, third, etc. location profile(s) or child organization(s):
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To copy your public page content to the new profile, click on “GIVINGtrax Page”, then choose your page. Under your profile picture is an
option to “edit the page”.
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Select "edit microsite", to enter edit mode, scroll to the bottom and select “copy”.
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You may select multiple items from the list on the left and multiple profiles from the list on the right to copy fields and content. You may copy to a single profile or multiple profiles, concurrently.
Tip: If you are adding multiple locations, create the basic profile first, then copy the content over to the new profile(s).
Tip: We recommend you modify the public content for each location for location specific services, to ensure google does not penalize your page for duplicate content.