How to Add Donor Datails on Daankosh?
- 19 May, 2023
For Adding new donor details or manage the recurring donors follow the under mentioned steps:
- log In To Your Account: Log in to your account using the credentials you created during the registration process. Look for a “Login” or “Sign In” option on the website and enter your username and password.
- Navigate To The Donor Management Section: Once logged in, look for a section or tab related to donor management. This section is labeled as ” Manage Contacts”. Click on it to access the donor management interface.
- Choose The Subscription Plan That Fits Your Needs: You will be prompted to sign up for the suitable plan before adding any new donor contact. Click “Make Payment” once you have entered all the required information to sign up you can add new donor contacts.
- Add a New Donor: Within the ” Manage Contact” interface, you should find an option to add a new donor contact. This option is labeled as “Add.” Click on it to proceed.
- Enter Donor Details: You will be presented with a field where you can enter the donor type details and click on your choice accordingly to proceed. Provide accurate and complete information about the donor, such as their name, contact information, donation history, preferences, and any other relevant data. Fill in the fields accordingly.
- Save The Donor Information: Once you have entered all the necessary donor details, look for an “Update Details” button to save the information. Click on it to store the donor’s data in the system.
- Review And Manage Donor Data: After saving the donor details, you can review and manage the donor’s information within the “Manage Donor” interface in the tab labelled as “Recent Donors.” You may have options to edit, update, or delete donor records as needed.
If you encounter any difficulties during the registration or login process, it is best to reach out to Daankosh’s support or refer to their documentation for specific instructions. Feel free to reach out us at helpdesk@good2give.in.