How an administrator adds a new donor
There are two ways that Donor Profiles can be created in ParishSOFT Giving:
- The donor can create a profile in the Donor Portal (New Donor Sign Up Instructions)
- A manager can create a profile for them on the giving site as instructed below.
How the giving site manager creates a donor profile
- To add a donor from the giving site, select Donors from the Navigator Bar (left).
- Click Add Donor.
- A new window prompting for information on the new donor will display. Fields with a red asterisk are required.
- If your member does not want to supply an email address, see this article.
- Click Save when done.
- Once the profile is successfully saved, you'll get an alert in the bottom right-hand corner of the screen. Select Click Here to refresh the page.
- Once the donor has been added:
- The new Donor will be on the Donor List.
- The donor will receive a welcome email (if they're not a managed giver) to the email address you added for them, giving them their username. If your member does not want to supply an email address, see this article.
- The Donor should now be able to set up their password and log in to add gifts and payment methods.
- The new Donor will be on the Donor List.
Related Articles
How to create a donor account without a donor email address
How to merge multiple donor profiles