The process in syncing your data within Donor Management and your other Fundraising Essentials tool is not a complex one - but we do find that users often have questions about just how that process works.
Below, we'll address the most common questions that we see surrounding this sync, so you can better understand how your data is managed across your platforms.
How does the syncing process between Donor Management and my other Fundraising Essentials tools work?
There are two basic elements to the sync between Donor Management and your other Fundraising Essentials tools, such as Everyday Giving pages, Events pages, and Auctions pages:
Every online donation is visible in both Donor Management and your Fundraising Essentials tools.
All online donations made through your Fundraising Essentials tools will be visible in both that Fundraising Essentials platform and within Donor Management. This means that you'll be able to run reports or filters on these gifts in both locations, depending on what information you're looking to report on.
When viewing your donations or campaigns in Donor Management, online gifts will appear with an “online” tag next to them - that way, you know these gifts synced from one of your other fundraising platforms.Manually entered offline donations are visible in Donor Management and, when attached to a specific campaign, on that campaign’s Fundraising Page
Manually entered offline donations, such as cash or check donations, can be attached (or "assigned") to a campaign that has a corresponding Fundraising Essentials page.
You can easily identify these by looking for the tag next to the campaign that says "Everyday Giving, "Events," etc. Doing so will then make that donation visible within that Fundraising Essentials page, as well as count that donation towards the total goal on that particular page - and reflect that donation on the donor scroll (if applicable).
We recommend adding all offline donations that are associated with a campaign through Donor Management, so that the sync can automatically push the data over to the campaign's associated fundraising page. If a manually entered offline donation isn't attached to a campaign, it won't sync over - this is because Donor Management won't know what campaign to assign it to.
The only instance where you may need to enter the offline donation in Fundraising Pages (and not in Donor Management) is if you’d like for an offline donation to appear on a specific Peer-to-Peer Fundraiser’s individual page.
How will offline gifts entered in Donor Management appear to my donors on other fundraising tools?
When a donor views their account through one of your Fundraising Essentials platforms, offline gifts will look exactly the same as online gifts. Internally, however, you and your admin users will be able to see an "online" label next to a donation made directly through a Fundraising Essentials page.
For Fundraising Pages, by default, offline gifts will appear on the donor scroll as anonymous and with a zero dollar amount - but the amount will be still be included on the page’s donation thermometer, if applicable. However, if you’d like for the donor’s name and gift amount to appear, you can edit that information in the "Details" section of the donation record in Donor Management.
How can I tell if a gift was made online or offline within Donor Management?
In the "Giving" tab within Donor Management, online donations from your Fundraising Essentials platform will appear with a tag that says “online”.
What happens if I delete an offline donation?
If you delete an offline donation in either platform, it will be removed from both locations.
Can I delete an online donation?
Online donations can't be deleted - but they can be refunded, and marked as such. If you need an online donation refunded, you can contact our Support team for assistance with that process.
Can I delete a donor record in Donor Management?
You can delete a donor record in Donor Management, but doing so will delete all of the offline gifts and donations that are associated with that record from both Donor Management and the page where the donation was made. This means that the record of any offline donations made by that donor will no longer be listed within your platform.
Online donations will also be deleted from Donor Management when deleting a donor record - but they won't be removed from your Fundraising Essentials pages. If those donations haven't been refunded (or marked as refunded), they'll still reflect as donations that are part of the campaign where the donation was made.
Will pledges entered in Donor Management reflect on Fundraising Pages?
Pledges only appear within Donor Management - this is because your Fundraising Essentials platforms hold records of all completed transactions, and pledges are more like "promises" to make donations. Once a contribution to a pledge has been completed, it will appear within Fundraising Pages as a donation - but not before.
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