Manually Create A Giver Account
Manually creating Giver Accounts can come in handy for a number of reasons, all of which are described here. If you're ready to start manually creating accounts, there are two ways you can go about this:
- Via the Givers Panel
- Via the Transactions Panel
Let's take a dive into each one separately!
Via the Givers Panel
Adding an account via the Givers Panel is simple and takes just a couple of minutes (if that!).
1. While viewing the Givers Panel, click the Add New + button.
2. Add in all the details you have of the Giver. This can include:
- First name, middle initial, and last name
- Email address
- Phone number
- Physical address
- Church member ID
3. Click the Save my changes button.At this point, you'll be taken to your newly created Giver Account, where you can access and manage your Giver Account's details.
Here, you can view any scheduled (one-time or recurring) gifts, along with a full history below of all donations. Because this is a newly created account, there won't be any information here. You can always manually add donations. Click here to learn how to do that.
Here, you'll be able to see all the details you just input to create this Giver Account. You can make any adjustments to that information in this tab. You'll also notice at the bottom that there is now a Giver Account ID. This ID is unique to this particular Giver Account and can be useful when searching for specific information regarding this account.
Here, you'll be able to preview this Giver's annual giving statement. To learn more about individual Giver statements, click here.
This exists only within manually created accounts. This option allows you to effectively merge a manually created account with a digitally created account. To learn more about this option, click here.
Via the Transactions Panel
While manually adding a transaction, you may need to create a new Giver Account to attach the new transaction to:
1. While viewing the Transactions Panel, click the Add New + button.
2. Click the option + Or, add new giver.
3. Add in all the details you have of the Giver, in the same way described above.
4. Click the Save my changes button.
View New Giver Account
To see your newly created account, visit the Givers Panel and search for the name of the Giver. Then click the View button.