How do I add a Donation Coordinator profile?
Each donation appeal must be associated with a coordinator.
- The coordinator's contact information will be displayed in the Thank You email sent to donors.
- A copy of the Thank You email for one-time and new recurring donations will be sent to the coordinator associated with the appeal. Error notifications will also be sent to the coordinator if a recurring payment cannot be processed.
You can input a specific person as coordinator or use generic
language consistent with your organization's business practices, for
example "Fundraising Admin" or "Donation Coordinator".
- Click Donations in the left navigation.
- Click Coordinators.
- Click Add Coordinator.
- Enter the coordinator's information into all fields:
- First Name of the coordinator, that is shown on the confirmation message.
- Last Name of the coordinator, that is shown on the confirmation message.
- User Name. Although this field is required, login functionality is not currently available. At a future date, the coordinator will be able to use this user name to log into a restricted Admin section of your GiftTool account. (This should be different than the user name established for your main GiftTool account)
- Password. Although this field is required, login functionality is not currently available. At a future date, the coordinator will be able to use this password to log into a restricted Admin section of your GiftTool account. (This should be different than the password established for your main GiftTool account)
- Email Address, that is shown on the on-screen confirmation message and associated with the Thank You email. The email address listed will also receive a copy of the Thank You email when a donation is made online.
- Telephone Number, that is shown on the on-screen confirmation message and the Thank You email.
- Click Save.
- Next, select the coordinator when setting up your donation appeal form.