Donors

Donors are the people or companies that support your event by donating items or through sponsorships.

Donors will be acknowledged on the auction website and on printed forms for the items they donated.

To access Donors, Click Donors from the main dashboard

WARNING

If you have a previous auction for your organization, all donors are available to every auction you host. There is no need to copy donors from one auction to another. See Active and Inactive Donors for more details.

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Adding a donor

To enter the information for an individual Donor, click Donors and then +Add New Donor.

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Enter the information you require for the Donor. You can enter as much or as little information as you want.

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Click Save Donor to save the changes.

Optional Donor Fields

There are a number of fields you can provide for donors:

Website:

You can link a website to the Donor’s name and whenever the donor is shown online it will be linked to that address.

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Acknowledge publicly

Donors will only be shown on the website or printed forms if the Acknowledge publicly checkbox is checked. This should be checked by default for new donors.

Donor Address

To show or hide the Donor’s Address information, click the Address heading to expand.

Enter the address of the donor.

By default, the Show address publicly checkbox is selected. Currently the show address field only affects the printed gift certificates.

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The images tab displays images that have been uploaded for the Donors, such as a company logo or brand logo.

By adding an image of the Donor's logo, that image will be available to be included in the auction catalog and on some printed forms.

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Importing Donors

If you have donor information from an external system as an Excel file then you can import that to save having to type it in manually. See Import Data for more details

Active & Inactive Donors

A newly added donor will be inactive until an Items or Donor Donations & Sponsorships is recorded to them in this auction.

This is this case even for Donors that that were entered specifically into this auction.

Last Updated: 12/10/2018, 6:22:56 PM