Managing your donors and donations

Discover how to manage your campaigns on Generous

• Viewing and resending receipts

  If you need to view a transaction receipt or resend one to a donor you can do this in two places.  How to view and resend a receipt using the manage donor screen:  1. Log into Generous.  2. Click Dono...

• How to add a Fundraiser account?

  You can add a Fundraiser account to manage your dashboard, campaigns and Finances. Individuals who have a Fundraiser account can work for multiple organisations which will display in their system admi...

• How to delete a Donor Type?

  You can choose to identify different types or personas of your donors.  The 'donor type' function is how you do this. If you make a mistake adding a Donor Type you can delete it.  To delete a Donor Ty...

• Importing a list of donations

  You can add a list of donations from an external database to Generous (e.g. cash-type donations captured in an external system). You cannot process bulk donations you can only add and process donation...

• Importing a list of donors

  You can add the donors from an external source (a database, CRM, etc) to Generous provided that it was exported as a .csv file. The donors who were imported will not have an automatically configured p...

• Importing the campaign costs from an external source

  You can associate the campaign's incurred costs (retrieved from an external source, database, etc) with a given campaign in Generous.  In Generous, click Campaigns. Click the Spanner icon, and then Up...

• Viewing the campaign's snapshot

  You can view a quick representation, i.e. a snapshot of a campaign. Remember: Campaign snapshots in Generous do not include any gifts and donations that were made outside of the date-range of a given ...

• Adding a donor type

  You can choose to identify different types or personas of your donors.  The 'donor type' function is how you do this.  The identification can be based on any one or all of the donor's attributes - 'Cu...

• Donating on behalf of a donor

  You can add a donation on behalf of a donor, for example, when accepting the debit or credit card details over the phone.  How to donate on behalf of a donor if you need to process a payment:  1. Log ...

• Adding a donor

  If you are registering new campaign contributors, receiving incoming phone calls from donors, etc., you can capture the new donor's details on-the-fly.  Click Donors > Manage Donors. Click Create Dono...