Boost recurring donations this giving season with the upsell prompt!The Donor Information screen is where your team captures who gave. Everything on it is optional, which is deliberate — at a busy event an anonymous gift recorded in ten seconds is worth more than a complete record that never got taken.
To record donor details:
- Take a donation as normal and tap Continue from the amount screen.
- Enter the donor's First name and Last name.
- Enter their email address.
- If you are capturing an address, choose the Country first, then enter the street address, city, state or province, and postal code.
- Tap Continue.
Note: Choose the country before the state. The state list changes to match the country you pick, so choosing the other way round means selecting the state twice.
What to prioritize when there is a queue
If you can only get one thing, get the email address. It is what connects the gift to an existing supporter record and what lets you thank them afterwards. Everything else can be added later; an unidentifiable gift usually cannot be.
Anonymous gifts
The Review screen offers Make donation anonymous. Turning it on means the donor's name is not shown publicly — on a fundraising page or a donor list, for example. It does not mean the gift is untraceable in your own records: whatever details you captured are still recorded.
Where the details go
The donor's details are recorded with the transaction and appear with it in your Transactions in the administrator, exactly as they would for a gift made through your website.
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