Books > Help Center > Donations > Essentials of Donations > General settings >  



About Donation Coordinator profiles

Each donation appeal must be associated with a coordinator.

  • The coordinator's contact information will be displayed in the confirmation email sent to donors.
  • Thank you emails for onetime donations, and when a recurring donor first signs up, 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.

Only one coordinator can be assigned to each appeal and receive copies of confirmation emails. Since there will be times when an email does not get through, it is recommended that the coordinator rely on the up-to-date donation reports for a complete listing of donations.

How do I add a coordinator profile?
How do I change a coordinator profile?




Was this information helpful?
Yes   No




Search Help Center

Today's Top 10 Articles
  1. How does the credit card payment process work?
  2. How do I add an 'Add to Cart' form to a web site?
  3. How do I update my contact information for the master account?
  4. Under what conditions is a tax receipt issued?
  5. How do I add an event waiver?
  6. 2015-07-22 - Systems and Security Upgrade
  7. How do I modify or delete the record for a cash or cheque pledge?
  8. How do I modify the contact information for an online donor?