Objective
This SOP explains how to create, customize, and send a new donation request from the Donations system. It ensures donor information is entered correctly, the request is linked to the appropriate campaign, and the request is sent for secure online completion.
Key Steps
1. Open the New Donation Request form 0:00
- From the Home page, select New Donation Request.
- Alternatively, go to the Donations page and click New Donation Request in the upper-right corner.
- Use either entry point to begin creating a new request.
2. Enter donor and donation details 0:19
- Enter the donor’s information.
- Enter the requested donation amount.
- Select the appropriate campaign to associate the donation with, if applicable.
- Verify all details are accurate before continuing.
3. Add a personalized message, if needed 0:37
- Toggle open the Add Message section.
- Enter a custom message for the donor.
- Use this space to:
- Thank the donor for their support
- Provide additional context
- Include any important information they should see with the request
4. Save and send the request 1:03
- Click Save and Send Request.
- The donor will receive an email with a secure link to complete the donation online.
- Confirm the request has been sent successfully before moving on.
5. Track the donation status 1:13
- After the donation is submitted, monitor its status from the Donations page.
- Use the status tracking to confirm the donation was received and associated with the correct campaign.
- Review completed requests as needed for follow-up or reporting.
Cautionary Notes
- Ensure the donor’s information is entered correctly before sending the request.
- Double-check the donation amount and campaign selection to avoid misattribution.
- If you include a custom message, review it for accuracy and professionalism before sending.
- Once sent, the donor will receive an email link; make sure the request is intended for the correct recipient.
Tips for Efficiency
- Use the Home page shortcut for faster access when creating a request.
- Keep donor and campaign details ready before opening the form to reduce errors.
- Use the Add Message section only when a personalized note adds value.
- Check the Donations page regularly to monitor submitted requests and status updates.