By default, we look for keywords included **in your ActBlue refcodes and form names and match them to the major fundraising channels. In order to avoid over-matching, we only include refcodes or form names with the below phrases if they are surrounded by non-letter characters or are at the start/end of your refcode or form name. This is the default channel mapping we use:
| Channel | Refcode OR Form Name | Examples |
|---|---|---|
| SMS | p2p | p2p20230124 |
| text | 20230124_text (and NOT 20230124_FullListText) | |
| texting | ||
| sms | ||
| Web | web | web123 and not charlottesweb |
| website | ||
| homepage | ||
| em | 90DO_em | |
| 90email and not 90DOemail | ||
| Social | social | |
| fb | ||
| insta | ||
| ig | ||
| tweet | ||
| tw | 20230124_tw (and NOT twitch) | |
| tiktok |
If you have a naming convention you use for your organization(s), please make a copy of this template and send your channel mapping to [email protected] and we can update your analytics reporting. If you use the same logic for multiple organizations, you only need to fill this out once.
Use asterisks (*) if you want us to search anywhere in the refcode or form name. Note that if a donation matches multiple rules, we will search in order of these rules and use the first match.
| Channel | Field | Search for | Notes |
|---|---|---|---|
| Texting | Form name | p2p | All donations that come in on the form name that is exactly p2p regardless of the refcode |
| Refcode | em* | Any refcode that starts with em regardless of what comes afterwards | |
| Website | Form name | homepage | All donations that come through the homepage form are attributable to the website, regardless of the refcode. This is a direct match (no asterisks), so homepage_new, for example, would not match. |
| Ads - Direct Donate | Form name | dd* | Donations that have a refcode that start with dd (ex: dd_20240102 but not 20240102_dd) |
| Ads - Acquisition | Refcode | *acq | Donations that have a refcode that end in acq (ex: 20240102_acq) |
| High Dollar | Refcode | event | Any donation that comes in with a refcode that has the word event anywhere in it (ex: dallas_event or event_dallas or 202401eventdallas) |