How do I add Reference Codes to my Contribution Forms?

Reference Codes or 'refcodes' are URL parameters that you can add to the end of your contribution form's URL that collect and store information about where your contributions are coming from.

There are many use cases for Reference Codes. If there are multiple links on a single page, refcodes can help you determine which one is clicked most frequently, which will help you with testing content to see what resonates best with your supporters. 

Another frequent use of refcodes is if you're asking supporters to fundraise on your behalf. We have a tool specifically for that called raiser links, however, there are some scenarios in which you might prefer to just use refcodes instead. Reach out to support@numero.ai if you want to discuss this further! 

Regardless of why you end up using them, follow the instructions below to correctly create the Refcodes:

Add Reference Codes to an Existing Contribution Form

1. From your Contribution Form editor, select the green Build URL button at the top of the editor
2. From the Build Form URL slider, you can add on existing Reference Codes or create new ones by typing them in. The Form URL that populates in the light purple box below will include your Reference Codes. You can click to copy it to your clipboard and share out

Build SpeedyGive™ links with Reference Codes from a contact profile

1. From a contact profile, select the SpeedyGive™ button at the top of a contact profile
2. From the SpeedyGive™ slider, you can add on existing Reference Codes or create new ones by typing them in. The SpeedyGive link that populates in the light purple box below will include your Reference Codes and is ready to share

Creating a Refcode on the fly? Follow these steps to add a new or existing code to a Numero contribution form URL

1. Take the URL of the contribution form that you want to add the Refcode to: 

2. Add “ ?refcode=ANY_CODE_HERE” to the end of the contribution form URL you are using. For example: https://stgng.numero.ai/contribute/Numero-for-America?refcode=email. Or, if you were using it in place of a raiser link, https://stgng.numero.ai/contribute/Numero-for-America?refcode=jack

3. Once someone donates through a form with a Refcode in the URL, it will be logged to the contribution record in your Numero CRM, where you'll be able to filter by Recode should you want to see all contributions with a specific Refcode.