Attribute cash or other outside contributions – from events and conventions, sponsor contributions, a cheque (‘check’ for our American friends) from your grandma – to your campaign through offline contributions!
Important notes about offline contributions: #
- They cannot be added to campaigns that are still in draft mode. Campaigns must be launched (or paused) to add.
- Currently, rewards cannot be claimed via this method. Supporters must complete an online transaction and claim a reward as normal.
- They are FREE to add!
- Since they are not actual transactions, you can delete them if necessary.
Adding #
STEP 1 – Click ‘Transactions’ in your navigation menu.
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STEP 2 – Click ‘Add offline contribution’
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This must be the campaign transactions menu. You cannot add offline contributions to the Organization profile’s transaction menu.
STEP 3 – Fill out the form with whatever details you like. Most are not mandatory, as this is for your records only. Then click ‘Add contribution.’
Make a note of the two tabs at the top (Payment details and Contribution details) and the option to upload in bulk (CSV only – click on ‘Bulk upload’ for instructions and a template).
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Deleting #
Click the three dots in line with the ‘Actions’ menu of the transaction in question, then ‘Delete offline contribution.”
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You can also click anywhere on the table, in the transaction line, to open the full menu and delete the transaction from there.
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