Donor Information Display
Kandace K
Last Update 2 jaar geleden
The Donor Information Display tools in the PhoneRaise Campaign Settings allow you to customize card views, which are visible on the Donor Contact Details section of the volunteer link. The Volunteer Link is sent to users via text message as an alternative to the PhoneRaise mobile app.
By tailoring the Donor Information Display views, you can provide users with extra information about their assigned donors.
For more information about the Volunteer Link, refer to the Sending Users the Volunteer Link article.
Accessing Donor Information Display
First, use the following step-by-step guide to access the Donor Information Display page in PhoneRaise.
To access the Donor Information Display
- Log into your PhoneRaise account.
- Click on CAMPAIGNS.
3. Click on VIEW.
4. Click on CAMPAIGN SETTINGS.
5. Click on Donor Information Display.
Adding New Donor Information Display Views
Add new Donor Information Display Views to provide specific donor data to users on the Volunteer Link.
To add a new Donor Information Display View
- Navigate to the Donor Information Display.
- Click on ADD VIEW.
3. In the textbox, type a title for your new Donor Information Display view, and click on the checkmark.
4. Click the checkboxes next to the donor data you wish to appear.
5. Click on SAVE.
Enabling Donor Information Displays
You must enable the Donor Information Display views before they appear in the Volunteer Link. Toggling on and off the views allows you to control the donor data available to users.
To enable a Donor Information Display view
- Navigate to the Donor Information Display.
- Locate the view you wish to enable and click the Enable View slider.
3. Click on SAVE.
The new Donor Information Display view appears in the Donor Details section of the Volunteer Link.
Deleting Donor Information Displays
Use the following steps to permanently remove any Donor Information Display views that are no longer needed.
To delete a Donor Information Display view
- Navigate to the Donor Information Display.
- Locate the view you wish to delete and click the Trash Can icon.
3. Click on DELETE.
4. Click SAVE to permanently remove the view.
