Login to GiveGab

• under "your organizations" click "manage"

• click "reports"

• scroll down and click "view all donations"

• scroll down and click "export to CSV"

• check Cassie's email for the CSV and upload it to this folder

• open it with Google Sheets

• have that up when you go to log donors

• **note: when logging the amount for these donations, pay attention to the column for PAYOUT AMOUNT, because sometimes donors don't cover the fees, so it's an odd donation amount.

Login to Eventbrite

• click the human symbol at the top right

• "manage events"

• you may have to select to show all events from the drop down

• click on each recent/upcoming event (1 at a time)

• click "manage attendees" on left menu, then "orders"

• choose file type: export to CSV

• upload it to this folder

• open it with Google Sheets

• have that up when you go to log donors

1. • Go into our email and check hello@matternews.org emails

     1. • The donation notifications are always from INN Accounting with the subject lines

          1. fwd: You Received a Payment

          2. fwd: You have a new automatic payment profile

          3. fwd: automatic payment changed

          4. fwd: notification of donation received

   • Move all of these types of emails into the subfolder "donations to be logged"

     1. have that up when you go to log donors

Logging existing monthly donations (most common + simplest)

The subject line of the email will say "fwd: You Received a Payment"

First, search or add contact, then click on the contact card/link

• Click "opportunities" and find that month's date

• To mark an opportunity as paid/completed, get into the opportunity and mark "Mark Stage as Complete" and then choose "Posted" from the drop down

• Note: If someone is signed up for monthly donations and their opportunities are limited and stop showing new dates, simply edit the recurring donation (the overall one) and go to the field called "last donation date" and clear it, and then save. Now, re-enter their sustaining member profile and on the top right, click the down arrow and select "refresh opportunities". Now, when you go back in to opportunities, more dates should show.

One-time donations

The subject line of the email will say "fwd: Notification of Donation Received"

First, search or add contact, then click on the contact card/link

Record the donation

• Click "new donation"

  • • Make sure the date reflects when we actually got the donation and not the auto populated date nor the date on the email

    • then enter the info and choose "posted" from drop down

    • ONLY use the campaign drop down for NewsMatch (or any other official fundraising campaign we do in the future)

Send a follow up email

Contact > Activity > email >

note: It auto populates my email, their email, and has a copy sent to me.

• • • Add the template

      • • Click one of the tiny buttons at the bottom that says (when you hover) "insert, create, or update template"

        • Under "all templates"

          • click "insert a template" and choose "donor thank you - NewsMatch"

    • Update their name in the greeting

    • SEND

Monthly Donors who just signed up

The subject line of the email will say "fwd: New automatic payment profile"

First, search or add contact, then click on the contact card/link (this would be them starting monthly donations, but they may be in the system due to a past one-time donation.

Once you're in the contact...

• Go to "recurring donations" at the top and click "new recurring donation"

• name "sustaining member - [name]"

• enter donation amount

• open ended status choose "open"

• make sure the "date established" is the donation date

• Installment period choose "monthly"

• remove "1" from "number of planned installments"

• schedule type choose "multiply by"

then need to mark the donation as made for the first month (the 2nd email you'll see come through right after automatic payment profile)

• click on the "sustaining member - [name]"

• click "opportunities"

• Choose the one that corresponds with the date

• "mark stage as complete"

• "posted"

Send email

**you have to click that person's contact again to see the email feature**

Contact > Activity > email >

note: It auto populates my email, their email, and has a copy sent to me.

• Add the template

  • • Click one of the tiny buttons at the bottom that says (when you hover) "insert, create, or update template"

    • Under "all templates"

      • click "insert a template" and choose the appropriate template for their member level:

        • • LEVEL 1 - $1-$9 (name of template = "sustaining member TY L1")

          • LEVEL 2 - $10-$19 (name of template = "sustaining member TY L2")

          • LEVEL 3 - $20-$49 (name of template = "sustaining member TY L3")

          • LEVEL 4 - $50+ (name of template = "sustaining member TY L4")

• Update their name in the greeting

• SEND

Login to SendinBlue.

Once you've logged all donations, you need to take people who are on our email list and have donated to the campaign off of the email list.

For new donors:

1. In Salesforce, go to Contacts, then the list view Contacts by Add Date

2. Make sure the contacts are sorted with the most recently added at the top

3. In a separate window, pull up Send in Blue

4. Go to Contacts

5. In the search bar, search one at a time for the emails from the Salesforce list. Start with the contacts added since you last logged new donors.

6. As you search, some will pop up and some will not. Only worry about the ones that do show.

7. Add the email if it shows to the list NewsMatch 2020 Donors by clicking the box next to the email, selecting Action, then copying it to an existing list.

8. That's it!

For existing donors:

1. In Salesforce, go to new opportunities, then choose the list view NewsMatch Opportunities

2. Sort the list so the most recent donations are at the top

3. Review the donations for any donors that you may not have seen from the step above. Do not include payments from sustaining members who became members before this campaign.

4. If you find any, open their contact and find their email

5. Then using that email, add them to the NewsMatch 2020 Donors list in Send In Blue using the same process as above

For internal organization for emails:

• keep emails in inbox until had plugged them in and sent emails

• Then put in a folder of my own for incoming donations/logged donations

• Separate folder for donor emails of the cc'd emails from Salesforce+ responses from donors with their address, etc.

When a new contact is added to Salesforce, they auto added to Quickbooks as a "customer"

When a donation is marked as "posted", it auto loads into Quickbooks as a "sale".