We have recently added a new Team feature, which will allow you to invite your other team members to access your Donorbox account. It gives them limited access to your dashboard, to help share the task of managing your Donorbox account. This can also be helpful if you want to give accountants access to view your financials. … [Read more...] about Invite your Team Members to your Donorbox Organization Account
new feature
After Donation Tracking Code & PDF Invoices
After Donation Tracking Code You can now track conversions from your donation campaigns by using an after donation tracking code! To use this option, go to your campaign editor and click the “Tracking” tab. Then, paste your tracking code, such as your Facebook Pixel conversion code, into the appropriate text box, and click “Save”. PDF Invoices We also added PDF invoices … [Read more...] about After Donation Tracking Code & PDF Invoices
Thousands of Banks for ACH Donations + Changing Your Time Zone & Date Format
More Banks for ACH Donations Plaid has added new banks to the ACH Donation option - there are now about 1,000! As a donor, if your bank does not come up on the first page of the ACH Bank Donation, we recommend using the search bar to search for your bank. As a reminder, you must be a US customer to receive ACH donations. In order to enable the ACH donation option, you … [Read more...] about Thousands of Banks for ACH Donations + Changing Your Time Zone & Date Format
Donation Information Page
Tired of having to export your donations CSV file in order to access all the additional information associated with your donation? Good news! We added a new button that allows you to see all the data from your donations right from your dashboard. How to Check Individual Donation Data Simply go to your Donorbox dashboard and click the “Donations” tab to access your list of … [Read more...] about Donation Information Page
Donors Database & Donor Profiles
We recently added a new page to your Donorbox dashboard in order to make it easier for you to manage your donors! The “Donors” page groups all your donations into a comprehensive list of donor profiles that you can easily sort through based on a variety of factors, such as their name, the date of their last donation, or their donation count. You can also sort by total donation … [Read more...] about Donors Database & Donor Profiles