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Managing your donors and 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...

  • Receiving cash or other offline donation in Generous

    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...

  • 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 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...

  • 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). You cannot process bulk donations you can only add and process donation...

  • 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...