Donation management - Working with your donors

Managing and keeping up to date with your donors and prospective donors is a key part of the donation management module. The module will help with communications, classifying potential donors, managing campaign targets, and exporting detailed reports.

Donors in the list are populated from all campaigns. Statuses are created in the configuration panel and can be applied to your users. Using the magnifying glass icon will load filter options to help you work with a target section of your donors.

Last donated date logs all donation types, and can be sorted using the column filters (Arrows next to Last donation date). 

New donors can be added from here. A donor user profile will be created for them. Donors must have a donor status. Even a status such as declined or do not contact is a valid status for a donor profile. 

The system will not allow you to save the profile if no status is entered, and no other context is applied (staff, guardian, or student).

Creating a new donor

Click on the create new donor button, and a side panel will appear with the relevant fields needed to create a light donor profile.

Required fields for a donor are;

• First name

• Last name

• Email

• Status