Anonymous Donations

Anonymous Donations

Contents

Introduction
Making Anonymous Donations Online
Anonymous Donations in the Campaign Thermometer
Entering Anonymous Donations in the Back End
Reporting on Anonymous Donations
Related Guides


Introduction

Anonymous donations can be made on your online forms or can be entered in the back end of NeonCRM.

Note: NeonCRM marks donations as anonymous, not accounts. This allows accounts in NeonCRM to record donations that are anonymous and others that are not.

Making Anonymous Donations Online

To allow your donors to make anonymous donations online, you will need to add the Anonymous option to your front-end forms. Navigate to System Settings > Home/Dashboard > Forms & Web Pages > Standard Forms > Configure Fields & Sections.

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On the Select Page page, select Page Type: Public Access Pages and Page Name: Individual Donation Form, then Edit the Standard Form. Click Next to continue.

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On the Select Page Fields page, drag and drop the Anonymous Donation option from the Available panel to the Selected panel. Click Next.

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On the Customize Page page, you can change the Display Name for this field on your front-end forms. Click Submit to save your changes.

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Tip: To view your updated donation form, go to Forms & Pages > Home/Dashboard > Online Donation Forms > Standard Donation Form and click the Form Link.

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Your donation form will now include an option for if the donation should be anonymous.

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When a donor selects Yes for this field on a front-end form, the donation will be marked as Donor Name Anonymous in their NeonCRM account.

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Anonymous Donations in the Campaign Thermometer

If you are using the Campaign Thermometer, you may have donors who do not wish to be listed by name in the thermometer. If you would like to provide your donors with the option to remain anonymous in the thermometer, you can add the List me as a donor option to your front-end forms.

Go to System Settings > Home/Dashboard > Forms & Web Pages > Standard Forms > Configure Fields & Sections.

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On the Select Page page, select the campaign form that is associated with a thermometer. I am selecting the 2016 Year-End Appeal campaign, which I have already customized.

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On the Select Page Fields page, drag and drop the List me as a donor option from the Available panel to the Selected panel. Click Next.

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On the Customize Page page, you can change the Display Name for this field on your front-end forms. Click Submit to save your changes.

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To view your updated donation form, go to Forms & Pages > Home/Dashboard > Online Donation Forms and click the appropriate Form Link. Your donation form will now include an option for if the donor should be listed.

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When a donor selects Yes for this field on a front-end form, the donation will be marked as Donor Name Anonymous in their NeonCRM account.

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This donation will be listed as Anonymous on the thermometer for this campaign.

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Entering Anonymous Donations in the Back End

Donations can also be entered as anonymous in the back end of NeonCRM. To add a new donation, go to Fundraising > Add Donation.

For the Anonymous field, you can select No, Donor Name Anonymous, or Donor Name & Amount Anonymous.

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Reporting on Anonymous Donations

To report on all anonymous donations, go to Reports > New Report > Donation > Donation Detail Report.

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Click Edit in the Search Criteria box.

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Select Donation Anonymous in the search field box. Select the operator In Range Of and select Donor Name Anonymous and Donor Name & Amount Anonymous for options. Click Save changes.

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Click Edit in the Output Columns box.

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On the Edit Output Columns page, drag and drop the Anonymous Donation option from the Available panel to the Selected panel. Click Save changes.

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Click Run Report to view your report results.

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Related Guides

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