{"id":51571,"date":"2022-08-04T03:01:38","date_gmt":"2022-08-04T10:01:38","guid":{"rendered":"https:\/\/donorbox.org\/nonprofit-blog?p=51571"},"modified":"2025-05-13T01:52:23","modified_gmt":"2025-05-13T08:52:23","slug":"navigating-donorbox-donor-profile","status":"publish","type":"post","link":"https:\/\/donorbox.org\/nonprofit-blog\/navigating-donorbox-donor-profile","title":{"rendered":"Navigating the Donorbox Donor Profile"},"content":{"rendered":"

Are you a Donorbox user? Whether you are a nonprofit using Donorbox to fundraise for your mission, or a donor supporting a nonprofit using Donorbox, this article is for you!<\/p>\n

From viewing giving history to editing contact information, and so much more, there is a lot you can accomplish within Donorbox\u2019s donor profiles.<\/p>\n

\n

<\/a>What is a Donor Profile?<\/h2>\n

Donor profiles compile all of the information about a supporter into one place, including contact information, giving history, and beyond.<\/p>\n

With Donorbox, organizations can use donor profiles to see the communications<\/a> and donation history of each of their supporters, plus view or change donor details. This is a great way to build stronger relationships with your donors through targeted outreach and data management.<\/p>\n

\n

<\/a>How to Use The Donorbox Donor Profile – for Organizations<\/h2>\n
\n

<\/a>1. Access your account<\/h3>\n

To log in to your Donorbox dashboard as an organization, go here<\/a>\u00a0and type in your username and password.<\/p>\n

\n

<\/a>2. Supporter overview<\/h3>\n

Once you log in, head to the left-hand sidebar and select \u2018Supporters.\u2019 Here, you\u2019ll see a full list of your donors<\/a>, as well as helpful data points.<\/p>\n

You can see quick overall stats as well as additional details for each gift. You can also search for a specific supporter, export information, and filter the data<\/a> as needed.<\/p>\n

\"Donorbox<\/p>\n

\n

<\/a>3. Individual donor profile<\/h3>\n

To open an individual donor profile, click on either the first or last name of the supporter you wish to view.<\/p>\n

Within the profile, you can see and edit information and notes for each donor. You can also view their giving and ticket<\/a>-buying history, as well as recurring donation plans.<\/p>\n

You also have the ability to merge records of duplicate donors<\/a> in the \u2018Merged Records\u2019 tab, as well as view any changes you or the supporter have made to their profile in the \u2018Change Logs\u2019 tab. And you can block a donor in the \u2018Security\u2019 tab.<\/p>\n

\"Donorbox<\/p>\n

\n

<\/a>4. Updating basic information and notes<\/h3>\n

To change the information listed in the donor\u2019s \u2018Basic Info\u2019, click the \u2018Edit\u2019 button in the \u2018Basic Info\u2019 section. Some of this information, including nickname, education, and religion, can also be found in the \u2018Personal\u2019 tab below. You can click ‘Edit’ and add details or update anything you like.<\/p>\n

\"Donorbox<\/p>\n

Immediately below the ‘Basic Info’ section is \u2018Supporter Notes\u2019 – this is where you can keep track of any additional donor information, such as family members and interests.<\/p>\n

\"Donorbox<\/p>\n

Pro tip:<\/strong> Keeping track of supporter notes and referencing them before having a conversation<\/a> with your donor can show how much you care about their support and help you form a better long-term connection<\/a>.<\/p>\n

\n

<\/a>5. Viewing and adding donations<\/h3>\n

In the \u2018Donations\u2019 tab, find all of the details of each gift the supporter has ever made to your organization. This includes the date and time, the campaign, the donation type, the payment method, and the amount.<\/p>\n

In this tab, you can also add an offline donation to this donor\u2019s profile. Click the orange \u2018+ Add donation\u2019 button and follow the steps!<\/p>\n

\"Donorbox<\/p>\n

\n

<\/a>6. Viewing recurring plans<\/h3>\n

Click on the \u2018Recurring Plans\u2019 tab and you can see additional details for each of the selected donor\u2019s recurring donations for your organization, including when each recurring plan started, if the plan is active, the type of recurring gift (weekly, monthly, etc.), the amount, and more.<\/p>\n

\"Donorbox<\/p>\n

\n

<\/a>7. Using communications<\/h3>\n

The ‘Communications’ tab enables you to track all contact with your donors across your organization.<\/p>\n

To add a new communication<\/a>, simply click on the \u2018Communications\u2019 tab and fill out the information fields provided. You can select the direction of the communication – whether it was inbound, outbound, or a general note – as well as the channel (Facebook, email, phone call, text, letter, etc.).<\/p>\n

\"Donorbox<\/p>\n

\n

<\/a>8. Donor moments<\/h3>\n

Speaking of communication – another tool Donorbox offers our organizations is Moments<\/a>. To use it, go to the left-hand sidebar and select \u2018Moments\u2019.<\/p>\n

\"Donorbox<\/p>\n

Here, you can track the times when donor engagement<\/a> is critical. You\u2019ll not only find the date and donor name associated with the moment but also a countdown before the moment passes. You can contact the donor to act on this moment, record the communication on the ‘Communications’ tab, or remove the moment from this page.<\/p>\n

There are four types of moments available – filter them in the drop-down menu labeled \u2018All Types.\u2019 They include: Recurring Canceled, First Year Anniversary, First One-Time Donation, and Plan Amount Increased.<\/p>\n

\"Donorbox<\/p>\n

Pro tip:<\/strong> New to Donorbox or just need a refresher? Watch one of our on-demand demos<\/a> to learn more about navigating donor profiles and Moments, as well as our other innovative tools and add-ons.<\/p>\n

\n

Over to You<\/h2>\n

Now you know how to navigate Donorbox donor profiles to boost your relationships and streamline your team’s workflow!<\/p>\n

New to Donorbox? It\u2019s free to join! That\u2019s right \u2013 we don\u2019t charge any contract or set-up fees. The platform fee starts at 2.95% for most features, and 3.95% for Events, Memberships, and Peer-to-Peer. There’s also an additional payment processing fee per donation. However, you can easily reduce this fee to 1.75% for almost all fundraising features when you upgrade to our Pro and Premium plans<\/a>. Events, Memberships, and Peer-to-Peer come with a 2% platform fee on our Pro and Premium plans.<\/p>\n

Register your organization<\/a> today to get started!<\/p>\n

We have some bonus resources on our YouTube channel to help you with tips and tricks for using Donorbox and managing donors effectively:<\/p>\n

    \n
  1. 4 Simple Steps to Get Started with Donorbox<\/a><\/li>\n
  2. QuickDonate – Repeat Donations Made Easy<\/a><\/li>\n
  3. Communication and Engagement Tools to Strengthen Donor Trust<\/a><\/li>\n
  4. How to Merge Donor Records and Maintain a Clean Database of Supporters<\/a><\/li>\n
  5. How to Edit Recurring Donation Plans – for Donors<\/a><\/li>\n<\/ol>\n

    Donorbox has helped 100,000+ organizations raise over $3 billion<\/a> in donations. Some of our most popular features<\/a> include recurring donations, customizable fundraising pages, crowdfunding, peer-to-peer, Events, memberships, QuickDonate\u2122, donor management, and more.<\/p>\n

    The Donorbox Nonprofit Blog<\/a> is the ultimate hub for you to explore insightful nonprofit articles, guides, downloadable resources, free templates, and more. Subscribe to our newsletter to receive the best resources from Donorbox, including blogs, podcast episodes, webinars, product updates, etc. in your inbox every month.<\/p>\n\n\t \t\t\t\t\t\t\"Bottom\n\t\t\t\t\t\t<\/a>","protected":false},"excerpt":{"rendered":"

    Are you a Donorbox user? Whether you are a nonprofit using Donorbox to fundraise for your mission, or a donor supporting a nonprofit using Donorbox, this article is for you! From viewing giving history to editing contact information, and so much more, there is a lot you can accomplish within Donorbox\u2019s donor profiles. What is […]<\/p>\n","protected":false},"author":60,"featured_media":72591,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":"","_ppma_block_editor_authors":""},"categories":[57,9,70],"tags":[],"ppma_author":[6383,6354],"class_list":["post-51571","post","type-post","status-publish","format-standard","has-post-thumbnail","category-donor-management","category-product-updates","category-resources","entry"],"acf":[],"yoast_head":"\nNavigating the Donorbox Donor Profile<\/title>\n<meta name=\"description\" content=\"Learn the simple steps of navigating the Donorbox donor profile both as an organization using Donorbox and a donor who's given to one in this 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Her love for serving others began while fundraising for and attending mission trips. She then worked with multiple local nonprofits through various marketing agencies and volunteer opportunities before becoming a communications manager at Variety the Children's Charity of St. Louis for more than four years. Kara now specializes in writing and enjoys sharing her experiences and knowledge with others on this platform."},{"term_id":6354,"user_id":50,"is_guest":0,"slug":"lindsey","display_name":"Lindsey Bower","avatar_url":"https:\/\/donorbox.org\/nonprofit-blog\/wp-content\/uploads\/2026\/08\/cropped-lindsey-avatar-96x96.jpg","author_category":"","first_name":"Lindsey","last_name":"Bower","user_url":"https:\/\/lindseybowerwriting.com\/","job_title":"","description":"Lindsey Bower is a writer, content strategist, and nonprofit consultant. She specializes in helping nonprofits craft compelling messaging for websites, blogs, social media, and email marketing, with a strong focus on SEO and AEO strategy. With a background in fundraising and membership management, she knows firsthand what it's like to juggle priorities and wear many hats in the fast-paced nonprofit world."}],"_links":{"self":[{"href":"https:\/\/donorbox.org\/nonprofit-blog\/wp-json\/wp\/v2\/posts\/51571","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/donorbox.org\/nonprofit-blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/donorbox.org\/nonprofit-blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/donorbox.org\/nonprofit-blog\/wp-json\/wp\/v2\/users\/60"}],"replies":[{"embeddable":true,"href":"https:\/\/donorbox.org\/nonprofit-blog\/wp-json\/wp\/v2\/comments?post=51571"}],"version-history":[{"count":0,"href":"https:\/\/donorbox.org\/nonprofit-blog\/wp-json\/wp\/v2\/posts\/51571\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/donorbox.org\/nonprofit-blog\/wp-json\/wp\/v2\/media\/72591"}],"wp:attachment":[{"href":"https:\/\/donorbox.org\/nonprofit-blog\/wp-json\/wp\/v2\/media?parent=51571"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/donorbox.org\/nonprofit-blog\/wp-json\/wp\/v2\/categories?post=51571"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/donorbox.org\/nonprofit-blog\/wp-json\/wp\/v2\/tags?post=51571"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/donorbox.org\/nonprofit-blog\/wp-json\/wp\/v2\/ppma_author?post=51571"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}