Skip to content

Add online orders to donor records and interactions

Your online orders lack donor context, delaying reconciliation. Record each buyer as a constituent and log the purchase so staff can reconcile and outreach same day.

Add online orders to donor records and interactions

Workflow preview:

Zap details:

Overview

Manual donor entry from your shop orders slows month-end close and stewardship. Capturing buyers as constituents and logging purchase interactions gives accounting and program coordinators clear records to reconcile and reach out same day.

Add online orders to donor records and interactions