Archiving a contact allows you to restore them the contact at a later time. However, if a contacted requests to be deleted, you should anonymise them instead. Learn how to anonymise a contact here.
1. Locate the contact
The first step is to find the donor or member you wish to archive. You will need their phone number, email address, or another identifier.
Navigate toTransactional > Contacts in the OnlineFundraising main menu.
Enter the phone number, email address, national ID, business code, or external ID in the Search by phone or email field.
The system will display any contacts in OnlineFundraising matching the entered data.
2. Stop agreements and payment methods
Before archiving a contact, ensure that any active agreement(s) are stopped, as archiving will deactivate these agreements. You should also cancel the associated payment method. Read how to cancel a payment method here.
3. Archive the donor/member
Once the above steps are completed, you can click Archive at the top of the contact's details page.
Please note: No notifications are sent when the contact is archived. However, if their payment agreement is modified, you have the option to send a message. Learn how to send messages about changes to payment agreements here.