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Managing the donations

Discover how to manage your campaigns on Generous

  • Viewing all donations and reference numbers

    As your campaigns are underway, and your cause starts accumulating donations, you can view both the overall sum of all donations, and each donation's individual reference number. Click Dashboard, then...

  • Capturing a cash or over-the-phone donation

    On top of donations via online campaigns, you can also add an over-the-counter cash donation, or capture a contribution made over the phone. Log on to Generous, and click Finance > Gift History. Click...

  • 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...

  • Adding a donation on behalf of a contributor

    You can add a donation on behalf of a donor, for example, when accepting the debit or credit card's details over the phone.  Click Donors > Manage Donors. Choose a donor, and click Donate. Select a ca...

  • Adding a donor type

    You can choose to set up different types of contributors. Depending on the amount or frequency of incoming donations, the corresponding donors would then be automatically colour-coded to indicate whet...

  • 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 ...

  • 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...

  • 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 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). Click Finance > Gift History. Click Import Gifts. Select a campaign, an...

  • Add a new or editing an existing user

    After you have set up your organisation's account in Generous, you might need to add a new user or edit the existing user records. Log on to Generous with organisation administration rights. Click Set...