Donation Management: A Complete Guide to Tracking and Processing Contributions

Donation Management: A Complete Guide to Tracking and Processing Contributions

By Michael Turner

November 27, 2024 at 05:47 PM

Donations can be easily managed and tracked through the donations menu, where you can view all contributions received via donation blocks.

View Donations

  • Access the donations dashboard to see total contributions and revenues
  • Click "View All" under Contributions to see individual donations
  • Export donations to CSV format
  • Click any contribution to view details
  • Latest 100 donations show by default; scroll for older entries

Contribution Details Include:

  • Date and time
  • Donor contact information
  • Billing address
  • Payment details
  • Contribution amount

Managing Donors

  1. Access Lists & Segments menu
  2. Select Donors
  3. Search by name/email or use filters
  4. Click donor to view their profile, including:
    • First contribution date
    • Donation history
    • Contact information
    • Email subscription

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