Analytics Dashboard

Updated by Justine Hong

Use our free Analytics Report to keep track of all of your fundraising data in one place! Once you have an ActBlue connection setup with us, this report can be generated immediately in your account (for free!). No need to text or email with us, this tool is always free to use.

Customize channel-specific fundraising data

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:

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.


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