The importance of building relationships with your donors is absolutely essential for every nonprofit. Their donations make it possible to do the great work you’re doing. Your donors are your biggest asset and one of your campaign’s most effective marketers. You need a way of managing these precious relationships. And that’s why we’ve introduced a…
The importance of building relationships with your donors is absolutely essential for every nonprofit. Their donations make it possible to do the great work you’re doing. Your donors are your biggest asset and one of your campaign’s most effective marketers. You need a way of managing these precious relationships. And that’s why we’ve introduced a great new feature that you’re going to love: Donation Notes and Supporter Notes.
Donation and Donor Notes are quick and handy little snippets of additional info you can add to each donation and donor record. Every donation you receive is important to you. Notes help you manage each donation and donor with a more personal touch.
So what kind of additional info can you add? Well, pretty much any text-based notation. If you have a team of people working with you, you could leave them instructions on how to proceed with specific donations or donors. You could leave a reminder for steps to take later. Or record ideas that you can implement at a more appropriate time. Donation and Donor Notes are for internal use. So, only you and your linked team members will be able to see them. They will be invisible to Donors.
The first step is to log into your Donorbox Org account. Go to your Donorbox dashboard. Click the Donations option, as shown here:
This will bring up a complete list of all the donations you’ve received.
Click on the right-most icon to open the donation in a new window. You will be able to see all the donor and donation details.
You will see the donation details on this page and the option to add or edit donor comments or internal notes.
First, log into your Donorbox Org account. Go to your Supporters page, as shown here:
This will show you a list of all donors that have donated to your Organization. Each donation you receive is linked to an email address. A Donor record is created for each unique email address and is updated every time another donation is received for that same email address.
Click on the name of the supporter for whom you need to add the note. You will be taken to the supporter’s profile. You will see the option to add supporter notes.
To make changes, just click the Edit icon and add your note.
Donation notes and donor comments are created to make your fundraising efforts a little easier by helping you make the most of your limited time. Donorbox is bringing many more useful CRM features. Stay current with our new feature releases on the Nonprofit-blog.
Raviraj heads the sales and marketing team at Donorbox. His growth-hacking abilities have helped Donorbox boost fundraising efforts for thousands of nonprofit organizations.
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