The Goal: View all one-time and recurring contribution activity for a fundraising campaign, and open an individual contribution to review or edit its details.
Before You Begin:
- You need access to the Fundraising area in your GrowthZone database.
- Have the name of the fundraising campaign you want to review on hand.
Step-by-Step Instructions
- Go to Revenue, click Fundraising. The Fundraising module will display all of your fundraising campaigns.
- Click the hyperlink for the desired fundraiser.
Click the Contributions tab. The Contributions tab will display both one-time and recurring contributions.
Click the icon in the Actions column to view the details of the contribution.
On the Fundraising Donation Details screen, you can edit the contribution details, view responses to Custom Fields, as well as add Notes.
Common Pitfalls
- Missing recurring contributions: Make sure you are on the Contributions tab of the campaign — it shows both one-time and recurring contributions. Viewing a different tab can make it look like contributions are missing.