Discover how to manage your campaigns on Generous
As your campaigns are underway, and your cause starts accumulating donations, you can view both the overall sum of all donations, and each donation's individual reference number. Click Dashboard, then...
On top of donations via online campaigns, you can also add an over-the-counter cash donation, or capture a contribution made over the phone. Log on to Generous, and click Finance > Gift History. Click...
If you are registering new campaign contributors, receiving incoming phone calls from donors, etc., you can capture the new donor's details on-the-fly. Click Donors > Manage Donors. Click Create Dono...
You can add a donation on behalf of a donor, for example, when accepting the debit or credit card details over the phone. How to donate on behalf of a donor if you need to process a payment: 1. Log ...
You can choose to identify different types or personas of your donors. The 'donor type' function is how you do this. The identification can be based on any one or all of the donor's attributes - 'Cu...
You can view a quick representation, i.e. a snapshot of a campaign. Remember: Campaign snapshots in Generous do not include any gifts and donations that were made outside of the date-range of a given ...
You can associate the campaign's incurred costs (retrieved from an external source, database, etc) with a given campaign in Generous. In Generous, click Campaigns. Click the Spanner icon, and then Up...
You can add the donors from an external source (a database, CRM, etc) to Generous provided that it was exported as a .csv file. The donors who were imported will not have an automatically configured p...
You can add a list of donations from an external database to Generous (e.g. cash-type donations captured in an external system). You cannot process bulk donations you can only add and process donation...
You can choose to identify different types or personas of your donors. The 'donor type' function is how you do this. If you make a mistake adding a Donor Type you can delete it. To delete a Donor Ty...