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.

Transactions

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.

Profile

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.

Statements

Here, you'll be able to preview this Giver's annual giving statement. To learn more about individual Giver statements, click here.

Delete

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.