Gift entry seems simple — until it isn’t. Every transaction needs to follow the right rules for revenue attribution, and those rules live everywhere: in spreadsheets, scripts, Post-It Notes, syncs, and sometimes… someone’s brain.
That’s how correction batches are born. A solicitor changes mid-campaign. A membership lapses. A pledge payment gets tagged like it’s the first, not the second. Your finance team dreads it. Your data team is buried in it. And your direct marketing managers lose sleep over whether this month’s reports will be accurate.
The irony? The information to assign the correct source code is right there when the gift is entered. But the logic to apply it isn’t — it’s scattered, inconsistent, and prone to human error.
So we built a better way.
Meet the Source Code Assignment Engine (SCAE) in Revolution CRM.
The Source Code Assignment Engine (SCAE) in Revolution CRM applies your organization’s business rules automatically — at the exact moment each transaction is created. Manual entry, bulk upload, API feed — doesn’t matter. The same centralized logic checks donor characteristics, solicitor assignments, membership status, pledge details, campaign mapping, and more.
The result: accuracy the first time. No correction batches, no mystery codes, no late-night reconciliation sessions. Just clean data, right at entry.
The SCAE enables transaction entry on autopilot.
What Makes it Powerful
- Real-time rule application across all entry methods.
- Configurable with your team: define your logic once, maintain it centrally.
- Visibility and control: view which rule triggered, override if needed, toggle feature on/off.
- Handles complex, multi-channel scenarios with ease.
- Automates within Revolution CRM’s broader architecture, so you’re not adding yet another bolt-on system.
Benefits to Organization Stakeholders
- Finance & data ops: fewer correction batches, cleaner first-pass data, smoother reconciliation.
- Data & analytics: consistent attribution means more reliable trends and campaign insights.
- Campaign / Marketing managers: confidence that your source codes and campaign attribution are accurate from the moment gifts hit the system.
- Leadership: reduced risk, reduced manual workload for staff, focus back on mission rather than spreadsheets.
Automation that Lets You Stay in Control
This isn’t a black box. It’s automation built on your business rules. Because you stay in control, you can review and refine rules as your organization evolves. While SCAE covers the vast majority of scenarios, your team can still handle exceptions as defined. Users can override the automation when needed. Admins can enable or disable the feature with a single toggle. And direct marketing managers can view exactly which rules are being applied and troubleshoot any edge cases.
Spend Less Time Fixing Data, More Time Advancing Your Mission
Ready to move from manual correction work to accurate attribution from day one? Talk to your ROI Solutions Account Team about enabling and configuring the Source Code Assignment Engine in Revolution CRM. Or if you’re not yet a client, request a demo to see how clean data transforms your fundraising operations.
Let Automated Accuracy Empower Your Impact
When your team spends less time managing data, they have more time to focus on what matters most: deepening relationships, inspiring donors, and doing your organization’s good work.
Available Now
The Source Code Assignment Engine is available for Revolution CRM clients. Contact your Account Team to bring this automation to your organization.
The best kind of innovation is the kind that frees you up to spend more time making the world a better place!
