Customize channel-specific fundraising data

Last updated: September 17, 2025

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*

Email

*em*

90DO_em

*email*

90email and not 90DOemail

Social

*social*

*facebook*

*fb*

*instagram*

*insta*

*ig*

*twitter*

*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 support@oneswitchboard.com 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

Email

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)