Follow

Make a Donation on Behalf of a Donor

How to make a donation on behalf of a donor

This feature is useful for situations in which you are on the phone with a donor who wishes to make a contribution or for someone who does not have access to a computer or mobile phone.

From your WeDidIt dashboard, click 'contributions' on the left hand panel:

a.png

 

A drop down menu will appear below 'contributions'. Click the button that says 'new':

b.png

 

This will take you to the 'Create New' contribution page. This entails a series of 4 steps through which you will enter your donor's information. First, you will have to choose the campaign to which your donor would like to make a contribution: 

c.png

 

Then, the donation amount, donor information, and payment credentials:

d.png

e.png

f.png

 

When you are finished, click 'create contribution', and the donation will be added automatically to your organization and WeDidIt records. Remember to thank your donor for their contribution:)

g.png

 

 

Comments

Powered by Zendesk