Donations Table
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      1. Knowledge Base | Double the Donation
      2. Features
      3. Donations Table

      Understanding Individual records

      This article explains the data captured for each donation record, and how you can view and edit this information on the donations table.

      Training Video: Reading Donation Records

      Overview of Donation Records

      Each donation record includes critical information about the donor and the donation itself. Understanding these details will help you manage and track donations effectively.

      Key Information Captured in Each Donation Record:

      1. Donation Date: The date and time the donation was made.

      2. Donor's Name: First and last name of the donor.

      3. Donation Amount: The total donation made.

      4. Donor’s Email Address: The email address provided by the donor.

      5. Company Name (if applicable): If the donation is eligible for a corporate match.

      6. Matching Gift Stage: The status of the matching gift process.

      7. Employer Identification: Information about the donor’s employer.

      8. Campaign Name: The name of the campaign the donation is part of.

      9. Phone Number (if applicable): The donor's contact number.

      10. Emails: Associated email addresses for the record.

      11. Donation Identifier Number: A unique identifier for the donation.

      12. Source of Donation: The origin of the donation (e.g., platform or CRM).

      13. Corporate Giving Platform (if applicable): The platform through which the donation was processed.

      Sources of Donation Records:

      • Donation Platform or Peer-to-Peer Platform

      • CRM Integration

      • Data Import

      This data flows into the matching module in real-time from the above sources.

      Event Timeline of a Donation Record

      The date of a donation record shows key event details that help track the progress of a donation, including:

      1. Date/Time of Entry: When the donation was added to the matching module.

      2. Source of the Record: Where the donation record originated (e.g., donation form, CRM, or CSV import).

      3. Donation Status: The current status of the donation record.


      Editable Fields in a Donation Record

      Certain fields in a donation record are editable to keep the information up to date. Here’s what can be changed:

      Editable Information:

      1. Company Name: Learn how to change the company name in this related article.

      2. Status of Donation Record: Modify the matching gift stage or employer identification status.

      3. Donor’s First Name

      4. Donor’s Last Name

      5. Campaign Name

      Information That Cannot Be Edited:

      1. Donation Date

      2. Email Address

      3. Donation Amount

      4. Donation Identifier Number

      5. Source of Donation

      6. Corporate Giving Platform

      Training Video: Reading Donation Records