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How to use our Data Collection feature


Question 1:

My Non-Profit Organization needs to send out Tax Receipts to our donors. Can your platform collect the required information for these receipts to be issued? 

Question 2:

I'm raising money for my political campaign and need to send out the proper receipts to my donors. Can your platform collect the required information for these receipts to be issued?

Question 3:

I'm not a Non-Profit or a Political thing, but I'm offering Incentives to my contributors as a way of thanking them for donating, and I need to collect their street address so I can mail out their items. Can your platform collect the required information so I can deliver my Incentives?


Answer to all 3 questions:

Yes.


Here's what you need to know:

✩ Step 1: Create your campaign

Create your campaign. If you haven't created one yet, you can find out how to create a campaign here.

✩ Step 2: Edit your campaign

After your campaign has been created you'll see your Admin Panel and the black NavBar along the top of your campaign page. Click "Edit" in the NavBar:

✩ Step 3: Basic settings

Click the Data Collection tab down the left side of the page, then make the appropriate selections onscreen based on your needs. 

Step 4: Advanced settings

Click the Advanced settings link at the top of the section. This is where your organization can enter a preamble and compliance message if required (Political & Non-Profit Organizations use these frequently). 

You're also able to create a custom field if you need to have something specific placed in the Data Collection form.


✩ Important things to remember:

1.

Your contributors will be asked to submit their information into the form immediately after completing their contribution. This makes it easier for your contributors to send you money, since they don't need to fill in a large form first. We won't ask them for the information until after the contribution has been completed.

However, once they've made their contribution, they can simply "X" out of the browser tab or window and ignore the Data Collection form. We'll send them an email reminder, but not everyone reads their email, so you may have to chase some of your contributors down for the information.

2.

The information the Data Collection form collects will be available for you to download in a CSV or XLS file along with the transaction history. To find out how to download this spreadsheet, click here

3.

If your Non-Profit Organization needs to use our Auto Tax Receipt feature, click here to find out how to use it.

4.

Changes are not retroactive: Any changes you make to the Data Collection settings in your campaign will only affect future contributions.


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