Create donor records and donation entries from online gifts
Create donor records and donation entries from online gifts
Your online gifts arrive without donor records, causing manual reconciliation and late thank-you notes. It creates contact and gift records so you can send acknowledgments the same day.
Overview
Untracked online gifts force manual reconciliation and delay thank-you outreach, slowing fundraising operations. This flow captures donor details and logs gifts automatically so fundraising coordinators can reconcile and send acknowledgments the same day.