How Can We Help?

Search for answers or browse our knowledge base.

Documentation | Request Demo

< All Topics
Print

Creating & Modifying Program Criteria

Program criteria are selected using the profile / program vertical setup menu selections.  Starting at the top, this menu provides the ability to enter basic information including address and contact info, applicable workflow, program criteria and eligibility, permissions and settings.

Menu items to create & modify programs include:

  • Basic Info & Profile Name
  • Select Workflow
  • Employee Programs
    • Employees
    • Employee Matching
    • Volunteerism
    • Set Employee Caps
  • Add Campaigns
    • Disaster Response
    • Match Challenges
    • Volunteer Events
    • Projects
  • Corporate Programs
    • Grants / Community Giving
    • Sponsorships
    • Causes
    • Eligibility Criteria
  • Budgets
  • Create GivingTrax Page
  • Permissions
    • General Settings
    • Page Settings
    • Employee Permissions
    • Employee Buttons
  • Forms
    • Standard Forms
    • My Forms
    • All Form Fields
    • Auto Scoring
  • Messages
    • General Messages
    • Employee Messages
  • Settings
  • Copy Features

Scroll to Top