Viewing and Editing Gifts
Step 1: Access the Gifts Tab
Navigate to the "Gifts" tab where all campaign gifts are listed.
Step 2: View and Edit Gift Details
Click on "View details" for any gift to see donor input, donation amount, and more.
To edit, select "Edit Gift" to access the edit page.
You can adjust details like name, email, contact info, form responses, and tribute.
Note: Only offline gift amounts and funds can be altered.
For online gift changes, consider adding a new entry.
Additionally, for offline gifts, while fund modification is feasible, the amount cannot be adjusted.
To change the sum, add a new gift or split the gift, then remove the old entry.
Adding a Gift
Step 1: Navigate to Adding a Gift
Go to the "Gifts" tab and click on the plus icon. This redirects to the "Add a gift" page.
Step 2: Enter Donor Information
Fill in details like Name, Email, Address, and Number.
Step 3: Specify Amount and Fund
Input the desired donation amount and allocate the fund.
Step 4: Additional Details
Add any tribute message and fill out pre-payment and post-payment form details.
If dealing with gifts synced with Raiser's Edge, understand that "Sync Details" will auto-populate and can be overlooked.
Please write to us using the Intercom Chat Bubble 💬 if you have any queries or concerns😄.