Donor card report

Want to print out a card that you can distribute to your campaign prospects to solicit donations? Run the Donor Card report.

 

    1. Go to Campaign Reports > Donor Card.

    2. In the Filters section, select the Campaign Name, Division, Team, Campaigner, and/or any other information to filter the report.

    3. In the Options section, enter any Notes that you want to appear on the report.

    4. To remove the prompts for credit card type, number, and expiry in the Payment information section of the report, select Hide Credit Card Prompt Information?

    5. Select whether you want the report to show the Giving History, Family Members, and/or any Specific Custom Questions.

    6. Select your preferred Output Type.

    7. Click Run Report.

Related topics

Adding a prospect to a campaign

Assigning a prospect to a campaigner, team, or division

Recording a prospect's answer to a pledge request

 

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