GivingTrax Support Center

All-in-one CSR Solutions for Grants, Volunteerism and Employee Workplace Giving

basic

advanced

Exact phrase:

  • Home
  • Knowledge Base Categories
  • Sign in
  • Sign up
  • Home
  • Knowledge Base Categories
  • |
  • Submit new ticket
  • Sign in
  • Sign up
  1. Home
  2. How do I add a second location or profile for my organization in GIVINGtrax?
  • General Questions 6 Articles

    • Claiming an Organization
    • Saving & Editing Donation Requests
    • Creating Requests
    • Viewing Request Status
    • How do I add a second location or profile for my organization in GIVINGtrax?
    • Required Items to Submit a Request
  • Getting Started 1 Articles

    • GivingTrax Logos

Popular Knowledgebase Articles

  • Sample Letter to NonProfits & Schools Announcing Membership in GIVINGtrax
    • 3569
    • 1
  • Getting Started: Adding GIVINGtrax to Facebook:
    • 1753
    • 0
  • Getting Started: Managing Donations, Sponsorships & Grants
    • 3198
    • 0
  • Getting Started: Editing Your Branded Page
    • 3011
    • 0

How do I add a second location or profile for my organization in GIVINGtrax?

  • Date updated 2015-03-24
  • Categories
  • General Questions
  • Tags
  • Business Members
  • Recipient Organizations
  • School
  • Foundations

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:

  1. Click on “Nonprofit Profile(s)”, then choose “Overview” in the dropdown menu

  2. 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

  3. 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):

  1. 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”.  

  2. Select "edit microsite", to enter edit mode, scroll to the bottom and select “copy”.  

  3. 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.

 

related articles

  • Creating Requests
    • 1399
    • 0
  • Saving & Editing Donation Requests
    • 5384
    • 0
  • Required Items to Submit a Request
    • 4170
    • 0
  • Claiming an Organization
    • 1569
    • 0
  • How do I add a second location or profile for my nonprofit in GIVINGtrax?
Rate this article
Subscribe to alerts for this article below
Your email is now subscribed to alerts for this article
Your email is not subscribed to alerts for this article
Unsubscribe to alerts for this article below

Company Sites

Home

Knowledge Base Categories

  • General Questions
  • Getting Started
  • -- All Categories --

Connect With Us

  • GivingTrax Cloud Software
  • Grants, Volunteerism and Employee Workplace Giving Software
  • Tacoma, WA 98408

  • (253) 444-1919
  • [email protected]
  • www.givingtrax.com
    Powered by LiveHelpNow customer support suite