Understanding Individual records
Each donation record includes the following information:
- Donation date
- First and last name of the donor
- Donation amount
- Donor’s email address
- Phone number (if applicable)
- Company name (if applicable)
- Donor Status
- Campaign name
- Donation identifier number
- Source of the donation
- Corporate giving platform (if applicable)
Donations will flow into your 360MatchPro account in real-time from one of three sources:
- Donation platform or peer-to-peer platform
- CRM integration
- Data Import
The date of a donation records shows you the event timeline which includes:
- Date/time the donation record entered into 360MatchPro
- The source of where the Donation record came from (donation form, CRM, or CSV import)
- The status of the donation record
Things that can be changed on an individual donation record:
- Company name (To learn more about how to change a company name, view this article)
- Status of donation record (To learn more about how to change the status of a donation record, view this article)
- Donor first name
- Donor last name
- Campaign
Things that cannot be changed on an individual donation record:
- Donation date
- Email address
- Donation amount
- Identifier
- Source
- Corporate giving platform
Training Video: Reading Donation Records
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