Manage Donor details by capturing the minimum required information.
- Login with your credentials.
- Click the Donors menu option.
- Click the Add button on the Donor screen
- Enter First name: required field, it must be filled in.
- Enter Last name: required field, it must be filled in.
- Click Save.
- Donor is created successfully and the Address details portion displays.
Collecting Donor Profile Details
- First Name: First name of the Donor.
- Middle Name: Middle name of the Donor.
- Last Name: Last name of the Donor.
- Email Address: Email id of the participant. It is unique.
- Date of Birth: is for capturing the Donor's date of birth.
- Communication Preference: Donor's preferred way to be contacted for future campaigns.
- Phone Number: an optional field that is the phone number of the Donor.
Donor Address
Each Donor can have an Address. Click to add Address Details.
- Click the Add button on the Donor Address Section.
- Add Address screen displays.
- Address Type: Users can choose the type of address. Primary, Alternate or Anticipated Address.
- Address Line 1: Fill the Street address.
- Address Line 2: Fill Apartment or House Number.
- Zip: Fill the 5 digit US Zip Code
- City: Fill the City name
- State: Select the State name
- Click Save.