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Set up revenue codes

Tell Together which jurisdiction each inbound donation belongs to. Cap and disclosure totals downstream depend on this answer.

A revenue code is a free-text label that travels with a donation, usually from your CRM. NationBuilder stores it on the donation as its tracking code; Raisely uses campaign codes the same way. Together collects every such code it has seen on a donation, form, or checkout link into a single revenue-code library, and you assign each one to a jurisdiction (Federal, a state, or Unregulated) one at a time. Donations under the Federal jurisdiction are Federal Campaign Account (FCA) money.

Before you start

You need:

If you have not connected a CRM yet, do that first at Settings -> Integrations. Together can sync without revenue codes; you can come back here later.

Steps

  1. Go to Settings -> Compliance -> Revenue codes. The page shows your full code library plus a search and an "Add a code" form.

    The Tracking codes admin page listing the org's library with a per-row jurisdiction selector (federal, a state, or unregulated) and an archive control.
    Settings > Compliance > Tracking codes.

  2. Assign each code to a jurisdiction. Each row has a jurisdiction dropdown on the right. Set each code to the jurisdiction whose money it tags — Federal for federal campaign (FCA) money, a state, or Unregulated for income that no electoral regime governs. Saves immediately; cap and disclosure totals re-run in the background so a donor who crosses the threshold gets a disclosure obligation created right away.

  3. Pre-create a code that hasn't been used yet. Use the "Add a code" form to enter a code value. It lands Unregulated; set its jurisdiction from the dropdown in the library below. The code appears in autofill everywhere a revenue code is entered - the donations filter, manual gift form, donation form editor, and checkout link form - from the moment it's saved.

  4. Archive codes you no longer use. Click the archive icon on the right of a row. Archived codes stay attached to their existing donations but disappear from autofill. Re-open the "archived" group at the bottom to un-archive.

How classification works

Jurisdiction is decided per code. When a donation hits Together, it's attached to a code in your library via foreign key, and that code's jurisdiction decides which regime's cap and disclosure totals it counts toward. A code set to Federal makes its donations FCA money; a code left Unregulated counts toward nothing. A donation that arrives with no revenue code at all is Unregulated.

The same code string from two different upstream systems (NationBuilder and Raisely, for example) is treated as two separate entries - each with its own jurisdiction - because the same word can mean different things in different CRMs. The library shows a small badge next to each code identifying which system it came from.

Codes flow the other way too. When Together sends one of its own donations back to your CRM - from a donation form, a checkout link, or another Together source - the revenue code is attached only if your CRM already has a code with the same name. Together matches by name and never creates codes in your CRM, so a code that exists only in Together won't appear on the donation there until you add a matching one upstream.

Changing a code's jurisdiction re-evaluates every past donation that uses it. A donor pushed over the disclosure threshold by the change gets a disclosure obligation created automatically. Donors who fall back under the threshold get their existing obligation flagged "pending review" so you can decide whether to cancel it.

A worked example

Your NationBuilder has two tracking codes you care about (they become revenue codes in Together):

Your Raisely tags every campaign and you treat all of them as federal. Your direct Gateway donations come from your federal fund landing pages but never carry a code.

Configuration:

Result: every Raisely donation is FCA, NationBuilder donations with FED_GENERAL are FCA, NationBuilder donations with STATE_VIC count toward the Victorian regime, and un-coded Gateway donations stay Unregulated until you tag them.

What to do next