Lookup Supporter Gadgets

1. In Engaging Networks, go to Data & Reports > Lookup supporter

2. When you've opened the supporter record dashboard, select +Add Gadget

3. You can also edit the dashboard layout (the number of columns) using the layout button.

Download data: *Transaction history gadget only.

Gadget Information

Gadget setting: For most gadgets, this allows you to choose what you view.

Delete Gadget

Move Gadget around the supporter record dashboard

You can make and save changes to fields and opt-in questions:

You can use the rollback feature to revert changes made to the supporter record.

You can identify suppressed records and unsuppress them if required:

Displays the total of all donations made by the supporter to date, broken down by frequency and currency.

Displays the total number of successful recurring donations, along with the amount, start date, associated donation page, and currency, for the last three.

Displays the total number of successful single donations, along with the amount, start date, associated donation page, and currency, for the last three

Displays the conversion rates of any successful upsell light boxes on your pages.

Displays the number of gifts given and the total on Peer-to-peer sites.

Displays the Highest Previous Contribution (HPC) and/or Most Recent Contribution (MRC) amounts.

Displays a count by type and source for any donations made as a result of the supporter sharing the campaign URL using a shortened URL via the social share settings.

Displays a total count, breakdown by type and last action taken through petitions and email to target pages.

Displays a total count and breakdown of any attributes assigned to a supporter through their campaign participation.

Displays the number of unique clicks recorded for the supporter, along with their email engagement score.

Displays a supporter's marketing automation history and will show as active or inactive depending on whether a supporter is currently in an automation or not.

Displays the origin source value and source category, if any, of the supporter, as well as details on their first transaction.

Displays a total count and breakdown of any profiles the supporter has qualified for.

Shows whether the supporter is in a CRM Segment, which can be set during a bulk Import.

1. Select the transaction type, associated page and click 'Create'.

   

2. Complete the unformatted version of the form that opens and submit it*.

*The form will be pre-populated with the relevant constituent data.

Here you can view the parent transaction (ie, the first transaction) made for the recurring donation.
You can also view and edit the gift status, end date (the date the gift stops), next payment date, donation amount, frequency, and giving day. You can also move a recurring transaction to another supporter record here.

Here, you can view the details of each subsequent donation made since the parent transaction was processed, identify changes, issue refunds, or mark donations as refunded if they were processed via another system.

Update the expiration date of the credit card used for recurring donations, depending on your payment gateway.

Depending on your payment gateway (we support Payflow, Vantiv, Paysafe, Stripe, and iATS), you can update the credit card number used for recurring donations here.

When the card number is updated, the original FCR recurring series is cancelled, and a new FCR recurring series is created. A Fundraising Recurring Update (FRU) transaction is also generated, with an amount of 0. Campaign Data 11 shows the Parent ID of the original series being updated.

This is the default status for successful recurring donations

The transaction will be changed to suspended after three rejected attempts.

At the request of a supporter, you can pause their donation, meaning it can be easily resumed.

This allows you to cancel a recurring gift and provides an opportunity to enter a reason for cancellation.

1. Choose the relevant transaction > select edit > Change Status to 'Cancelled'.

2. Select the end date > 'manage reason' to include (or add) a reason for cancelling* > select and closer > update.

   *Cancellation codes must be no more than 50 characters

1. Choose the relevant transaction > select edit > Change Status to 'Paused'.

2. Select the intended Next Payment Date (end date)* from the calendar and select 'update'.

   *This allows the transaction to effectively skip the intended month(s) and restart on the selected date.

3. If successful, a new FCR or FBR UPDATE: and Status: change transaction will be created.

1. Choose the relevant transaction > select edit > select ‘move’:

2. In the move gift window, search by first name OR select 'quick create' to create a new supporter record.

3. i. If selecting to search by first name, select 'move to' once you've found the relevant record:

3. ii. If selecting 'quick create', complete the relevant details and select 'save and move' to move the record to the newly created supporter.

1. Open the relevant transaction in the transaction history section.

2. Select refund donation > enter the amount to be refunded > refund:

2. i. You can also select to send a refund acknowledgement email with accompanying receipt:

1. Click to expand the transaction > select: 'change tax status':

2. Toggle the appropriate value > Select ✔ to confirm:

1. Click to expand the transaction > select: 'refund donation':

2. Select the refund amount and check to issue an acknowledgement email > refund:

2. i. If sending a refund email, you can create or edit a refund receipt, attach a refund receipt, select the sender and recipient and bcc emails, choose an email template or write your own email.
   

Click the resend button, and this will open the email send function, where you can select a ticket/receipt template and resend:

Select the refund ticket button, select the ticket and press refund:

To view the tickets, select View Tickets to download the ticket:

Select View under associated attendees:

In the Gadget, select add a relationship and search for the record and choose link:

Once linked, you'll be asked to assign the relationship (i.e. who the records are to one another):

Once linked, you'll have the option to change the primary member of the household:

Once linked, you'll be able to set the salutation for the household (i.e. Dear Jane and John | Dear the Smith Family):

Item: The product name
Discount Code: If a discount code has been applied
Quantity: Number of items sold
Price: Item cost with currency
Additional Donation: Details on any additional donation
Total: Cost of all items and donations

Name: Supporter's name
Item: The name of the product
Type: How the item is delivered

Transaction ID: The unique gateway ID for the transaction
Date: Date of the transaction
Amount: total cost
Gateway: Name of the gateway
Expiry: Of the credit/debit card

Information on the purchased membership, including start date, expiration date, term, and status.

Information on any related members is also available, allowing you to view and update their details.

This section provides the IDs, payment type, and expiry date information for the payment itself.