Donor Management

How can I add offline donations (cash, checks, or credit card processed by other sources)?
Go to your Donorbox dashboard. By each campaign, there is a "+ Add Donation Link" (see image below). If you don't have a campaign, please cre...
Thu, 15 Jun, 2017 at 10:58 AM
How do i generate csv / excel reports of the donations?
 From the "Donations" tab of the dashboard, you can do a csv/excel export of all the donations. You can also filter the exports by date. To get th...
Fri, 21 Jul, 2017 at 5:30 PM
How do I access a donor's response to additional questions?
Go to your Donorbox dashboard and click the “Donations” tab to access your list of donations. Then, click the “Show” button at the top of the far right colu...
Mon, 17 Apr, 2017 at 9:49 PM
My donor made a typo on his email address, how do I correct it?
Click on the "Donation" tab of your main dashboard. Find the donation that needs to be updated and click on the "Edit" link ...
Tue, 25 Jul, 2017 at 5:28 PM
How can I sort through my donors?
On your Donorbox account, click the "Donors" tab at the top of the page. This groups all your donations into a comprehensive list of donor profile...
Mon, 17 Apr, 2017 at 10:00 PM
How can I edit a donor's information?
You can edit a donor’s information by clicking the “Edit” button located below the “View” button. This will bring you to a profile with the donor’s basic ...
Mon, 17 Apr, 2017 at 10:14 PM
How do I edit the donation receipt template for one-time and subsequent recurring donations?
You can edit your one-time email receipt by going to the "Email" tab of your campaign editor.  Donorbox also sends donation receipts after ...
Tue, 18 Apr, 2017 at 3:18 PM
How do I re-send a receipt to a donor?
Go to your Donorbox dashboard and click the "Donations" tab.  Then, click on the "Receipt" link to the right of the donation for...
Thu, 4 May, 2017 at 12:43 PM
Will adding offline or manual donation affect my billing?
No, using the "+ Other Donation" function will not add to your monthly billing total. It has no affect on your monthly platform fees at all.
Tue, 9 May, 2017 at 6:44 PM
Can I redirect donors to a Thank You page after they have donated?
Yes! You can access this option in the "Amounts" tab of your donation form editor. It is important to make sure that your thank you page URL is cor...
Mon, 29 May, 2017 at 10:57 AM