Manage Donations and Reports
Review your Campaigns' metrics and manage donations.
By Davide1 author10 articles
- Manage your regular givers and their donationsWhat a regular giver is and how to manage their subscription: where each task lives, how to edit, pause, unblock or cancel a regular donation, and what to do when…
- Receive Notifications for Issues in the Payment of Regular DonationsHow to get an email every time a regular donation payment fails: the five types of notification, how to create one with its email address, language and type, and how…
- Import Recurring Donations (Only for Spain) 🇪🇸How to import into StockCrowd the recurring donations you were managing outside the platform: requirements, how to fill in the Excel import template, and when the donations are charged.
- Activate the Automatic Fee Increase (IPC) for your Regular GiversHow to automatically raise your regular givers' fees every year by a set percentage: setting it up at Company, Campaign and Messenger service level, donor consent, and IPC data in…
- Generate Donation ReportsFollow this short guide to access the functionality that allows you to export/generate your Campaigns' donation reports.
- Trace your Donations (Bank reconciliation)Check your Stockcrowd reports and match it with your Payment Gateway and Bank Account balance.
- Generate E-Commerce ReportsHow to manage your stock, orders and buyers via the e-commerce reports