- On the SiteStacker Dashboard, click on the ‘Contributions’ icon.
- Click on the blue bar or flyout, that is labeled ‘Menu/Search’.
- Click ‘Add a Contribution’ and this should open a new popup.
- Choose a Donor from the dropdown menu
- If you have not yet setup a specific donor for this contribution, click on the blue disk image to manage a new donor
- Note that all you need to create a new donor is a First Name, Last Name, and Email address to create this new CRM record - Anything else would be great to have, too!
- When finished creating a new Donor, be sure to click ‘Save & Close’
- Once you’ve chosen your donor, choose the type to be ‘Offline’
- On the Campaigns fieldset, choose the Campaign using the dropdown or by typing in the name of the campaign.
- Enter the amount that you would like to give to the campaign you’ve chosen.
- If you want to make the donation anonymous, click the ‘Anonymous’ checkbox and Add Notes if you would like to.
- When finished, click ‘Submit’ and you should be greeted by a ‘Confirmation’ popup stating the campaign you are giving to, the amount, and the total.
Modified on Fri, 8 Sep, 2023 at 2:46 PM
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