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Donation blocks help track and manage contributions through a dedicated dashboard. Here's how to effectively manage your donations and donors:
Viewing Donations:
- Access the Donations dashboard to review total contributions and revenue
- Use the Contributions panel to see individual donations
- Export donations to CSV format
- Click any contribution to view details
- Last 100 donations shown by default, scroll for more
Contribution Details:
- Date and time
- Donor contact information
- Billing address
- Payment details
- Contribution amount
Managing Donors:
- Access Lists and Segments panel
- Click Donors
- Search by name or email
- Apply filters as needed
- View donor profiles including first donation date, history, and contact info
Processing Refunds:
- Open Contributions panel
- Select donation
- Click View Payment
- Issue full or partial refund through:
- Squarespace Payments
- Stripe
- PayPal
Managing Recurring Donations:
- View donor profile
- Click Recurring > General Fund
- See renewal date, amount, and frequency
- Cancel future renewals if needed
Additional Features:
- Customize donation confirmation emails
- Enable customer accounts for recurring donations
- Track account holders through the Contacts panel
- Provide account support to donors
Note: Refunded donations remain visible in the panel and refunds don't automatically cancel future recurring donations. Customer accounts are required for recurring donations and help streamline the checkout process for all donors.
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