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 create one. A po...
Fri, 16 Mar, 2018 at 7:47 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 the CSV file, c...
Fri, 16 Mar, 2018 at 8:16 AM
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 column. ...
Fri, 16 Mar, 2018 at 8:20 AM
My donor made a typo when entering their 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 the Edit link In the popup window that...
Fri, 16 Mar, 2018 at 8:26 AM
How can I sort through my donors?
On your Donorbox account, click the Donors tab at the top of the page. This groups all of your donations into a comprehensive list of donor profiles that yo...
Fri, 16 Mar, 2018 at 8:31 AM
How can I edit a donor's information?
Click on Donors located at the top of the page. You will be redirected to a list of all your donor's. You can edit a donor’s information by clicking th...
Fri, 16 Mar, 2018 at 8:39 AM
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 charging y...
Wed, 12 Sep, 2018 at 5:14 AM
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 which you wish to rese...
Fri, 16 Mar, 2018 at 8:52 AM
Will adding offline or manual donation affect my billing?
No, using the + Add Donation function will not add to your monthly billing total. It has no affect on your monthly platform fees at all. It is purely for re...
Mon, 18 Jun, 2018 at 6:58 AM
Can I redirect donors to another page after they have donated?
Yes, you can set a custom URL for donors to get redirected to after they've donated!  1. Log into your Donorbox account and go to your Dashboard. ...
Mon, 13 Aug, 2018 at 6:12 AM