Donor Management
Learn how to manage your donors and let them manage their own accounts
- A breakdown of donor management settings
- How to send account creation emails to your donors
- How donors log in and manage their account (Donor Self-Management)
- Manage recurring transactions in the Donor Management tab
- How to edit the status of email receipts for recurring donations
- Email notifications for eCatholic Payments
- Send a one-time login link to a donor
- Year End Giving Report for Donors
- How to help donors when their recurring donation is about to expire
- Donor Account Management