If you wish to see all your donors and members, navigate to Contacts under the Transactional menu. This section provides a list of contacts your organisation has received through OnlineFundraising.
Contacts is your central location for managing donor information, making it the go-to place if, for example, you need to assist a donor in updating their agreement or changing their contact details
How to search for a contact
To find a contact, the first thing you need to do is select Transactional and then Contacts from the main menu.
In the search field, you can enter one of the following details to find the desired contact:
- Phone number (with or without the country codes +45 or 354)
- Email address
- National ID
- Business code
- External ID (such as a reference from your CRM system)
Once you enter one of these details, the relevant contact will be displayed, and you can quickly find the information you need.
Personal data
When collecting information about your donors and members, you must ensure compliance with data protection laws, which set out requirements for how you handle and store personal data.
In OnlineFundraising, we process the personal data you collect from your donors and members. This data depends on what information you collect during registration, whether through your website, telemarketing, street fundraising, or handling inbound and outbound SMS messages. This also includes the approval of payment information via payment gateways, acquirers, and other data necessary to validate the payment method.
It is important to note the distinction between anonymising and archiving a contact. If you anonymise a contact, you will no longer be able to retrieve their details. However, if you choose to archive a contact, you will still be able to access their personal information at a later date.
Duplicate handling
OnlineFundraising does not handle duplicates automatically. If you are interested in duplicate management, you will need to do so via an integration – typically a CRM – which has more data points to determine whether there is a duplicate or not.
A single person can appear as multiple contacts in OnlineFundraising. This occurs because OnlineFundraising creates a new contact each time a person makes a new individual payment or sets up a new payment agreement – unless you use a CRM integration, which automatically merges contacts.