PSG Donors - Add New Donor: How to add a new donor from the ParishSOFT Giving Admin Page

How to add a new donor from the ParishSOFT Giving Donor's Page 

There are two ways that Donor Profiles can be created in ParishSOFT Giving:

  1. The donor can create a profile in the Donor Portal (New Donor Sign Up Instructions)
  2. A manager on the giving site can create a profile for them as instructed below.

Instructions for giving site manager to create a donor profile

  1. To Add a Donor from the Giving Site on the Admin side, you first need to go to the Donors section of the control panel:
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  2. Click on Add Donor.
    2018-05-09_9-19-50.jpg

 

  1. You'll be provided with a new window that asks for information on the new donor.  Fields with a red asterisk are required.  Click Save when done.
    2018-05-09_9-21-37.jpg

 

  1. You'll get an alert in the bottom right-hand corner of the screen telling you that the profile was successfully saved.  Select Click Here to refresh the page.
    2018-05-09_9-27-17.jpg

 

  1. You will now be able to see the new Donor in the Donor List.
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    The Email address you added for your donor will receive a welcome email (if they're not a managed giver) giving them their username.  If your Organization still hasn't edited your Email Template for New Donors, they may be given a password as well.  If you want to change that, see: Remove Password from New Donor Email Template

    2018-05-09_9-37-02.jpg

The Donor should now be able to set up their password and login to add gifts and payment methods.

 


Related Articles

Managed Givers - Add Donor Accounts without Emails

How to merge multiple donor profiles

 

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