Using the Donations App

Track campaign contributions, non-profit donations, and fundraising efforts — with giving history attached to the people who gave.

Installing

Add Donations from the Apps marketplace. Installing it sets up a good deal on its own:

• A new Donation activity type, which reads "made a donation" on a contact's timeline.
• A set of custom fields for recording and summarizing giving.

The fields you get

On each donation:

• Donation amount
• Source and source vendor — where it came from
• Purpose — what it was for
• Payment method
• Thank you sent — so nobody gets thanked twice and nobody gets missed
• Transaction ID — the identifier from the processor

And calculated per contact, which is where the value is:

• Average donation
• Number of donations
• Lifetime total
• Date of most recent donation

Those four turn your contact list into a donor file. They're ordinary fields, so you can put them in the contacts grid, sort by them, filter on them, and save the result as a view — "gave more than three times, nothing in the last year" is a saved view, not a report request.

Getting donations in

• ****WinRed**** — automatically, for WinRed contributions.
• Webhooks — from any processor that speaks webhooks, including Anedot and DonorBox.
• Import — a CSV of historical giving. See Importing Activities.
• By hand — log a donation as an activity on a contact.

Uninstalling

Removing the app cleans up after itself. Because that includes app-owned data, export anything you want to keep first.