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How to Archive a Recipient on the ESTHER platform
How to Archive a Recipient on the ESTHER platform

Information on archiving a card holder who is no longer receiving support.

Mollie Drew avatar
Written by Mollie Drew
Updated over 2 years ago

If a card holder is no longer using their card to receive active support it is good practice to archive them from your Referral Partner list. This ensures an up to date record of who is receiving funding within the ESTHER Platform.

To do this, Referral Partner Admins can click on their referral partner’s button on the home page and use the ‘Archive’ button to the right of the recipient (shaped like a box file below).

If a recipient received a single donation, you can archive them after 2-3 months has passed, for example, once they have had the chance to spend their funds.

If your program uses the ESTHER 'Pocket to Pocket' donor emails any donors associated with this recipient will no longer receive their updates. Donors will be 'paired' with the next available recipient.

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