If you are running a pledge campaign, you will have members/students/players* involved to help raise funds. Donors can choose a member's name from a drop-down menu during the checkout process. This will ensure the donation is credited to that member and will go towards their total funds raised.
If a donor can't find the name of the member (for instance, maybe the member has not signed up yet), there is an option to write-in the name of the member. This will allow the donation to be credited at a later time. In this case, the campaign administrators will receive an email containing a link and instructions on how to credit that donation correctly.
It's always a good idea to check and make sure that all the write-in donations have been credited before finalizing a campaign. You can do this by exporting the spreadsheet from the view contributions* button in the campaign management menu. On the far right of the exported spreadsheet, you will see a column entitled write-in credit. If there are no names in that column, this means that all of the write-in donations have been credited. If you do see a name there, you can still credit the donation to that member by following these steps.
Under the view contributions* button:
- Search for the donor's name.
- Hover your mouse over the donation.
- Click on the three vertical dots on the far right of the line.
- Click edit contribution*.
- Click the blue edit button.
- Enter the member's name and click save.
*This terminology may differ depending on the options chosen in campaign setup.
Good to Know:
It's best to make sure that you’ve credited all write-in donations before finalizing the campaign and credit cards are charged, as you will not be able to go back and do so after the campaign has been finalized.