Donation Entry
15 Articles
- How to Enter Donations (with Video Tutorial)
- How to Refund a Donation (with Video Tutorial)
- How to Edit Recurring Donations
- How to Split a Donation
- How to Edit the Donor Associated with Donations
- How to Add Soft Credits or Solicitors to a Donation
- How to Receive Regular Notifications about PatronTicket Donations
- How to Track Pledges in PatronManager
- Payment and Confirmation Exceptions on Donations and How to Resolve Them
- How to Create a Matching Gift
Fundraising Management
16 Articles
- All About 360MatchPro by Double the Donation
- How to Integrate 360MatchPro by Double the Donation with PatronManager
- All About Salutations and Donor Recognition
- How to Add a Custom Donation Refund Method
- How to Add the New Grant and New Grant Payment Actions to Page Layouts
- How to Edit Confirmation Classic Email Templates
- How to Email an Acknowledgment for Cash or Check Donations
- How to Acknowledge Donations with Ticket Orders
- All About Stored Payment Methods
- Your Donation / Ticket Administrators & Why They Matter
Campaigns
11 Articles
- All About Campaigns
- How to Create a New Campaign for Fundraising
- How to Add Contacts to a Campaign
- How to Add Donations to a Campaign
- How to Add a Custom Status to a Campaign
- How to Create a Campaign Hierarchy
- How to Enable Campaign Hierarchy Totals
- How to Use Campaigns to Group Contacts Together
- Reporting on Campaigns
- How and When to Use List Emails
Moves Management & Major Gifts
6 Articles