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  2. Donor Management (CRM)

Contact pages and editing contact information

Add a transaction, find a tax receipt, add notes and tags -you can do a lot on your donor's profile page!

Here are some of the things that you can do from donor profiles in Zeffy. To get to a profile, click their name where it appears in your account or go to the "Contacts" tab and search for them. 

See their transaction history, tickets purchased, tax receipts and campaign pages.

See and edit their information (email, address, name)

Click on the little pen next to the information to make any changes.

 

If your donor makes a typo during a payment and you have corrected their name on their contact page, it will not update the payment information. Payment records must be kept consistent, so the information that was logged at the time payment must remain. If a tax receipt was issued to them at the time of this payment, you can correct it following these steps.

If you cannot edit your donor's email, it is because they have activated their Zeffy donor account. They use that email to login to manage their payments and campaigns. Only they can change the email associated with their payments

Send an email to your donor

Click on "new message" in the top right of your donor's profile.

Generate a tax receipt, or add a transaction

Click on "actions" in the top right of the page. You will see the options to manually add a payment, or generate a tax receipt for this specific contact. All necessary contact information will already be pre-filled when clicking any of these from the contact page.

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Add dated notes

Click on the little + to the right of the notes section to create a new note. This will make it easier to filter this specific contact.

Add tags

Click on the little + to the right of the tags section. You will be able to either select an existing tag or create a new tag. You can also edit or delete them. Here is more about managing tags

Manage their peer-to-peer campaign page

Scroll down to their "Campaign" section and click "Edit" to edit their campaign page or "delete" to delete their page. 

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