Skip to main content

Donations

Understanding the Donations Module​

The Donations module allows you to efficiently manage financial contributions from your members or community directly within Membri 365.

It includes:

  • Management of one-time or campaign-related donations
  • The ability to issue receipts for each donation
  • Manual or automatic assignment of donations to contacts or accounts
  • Tracking of any benefits received, when applicable

You can also link your website forms to the CRM to collect donations online.

This functionality is offered as an add-on module to the main application. To add it to your plan or request a demo, contact support@vendere.ca.

Create a Donation​

  1. Go to the Donations section in the main menu

  2. Click + New

  3. Fill in the fields under the Summary tab, including:

    • The associated contact or account
    • The campaign, if applicable
    • The amount, date, and payment method
    • Donor’s contact information
    • Value of any benefit received, if applicable

  4. Click Save to create the donation

  5. Click Send Notice to email the confirmation to the donor

Donations can then be viewed in your dashboards and filtered based on their origin or processing status.

Create a Donation Campaign​

  1. Go to the Donation Campaigns section

  2. Click + New

  3. Fill in the fields under the General tab:

    • Campaign name
    • Product linked to the campaign
    • Value of any benefit, if applicable

  4. Click Save and Close to activate the campaign

Each campaign allows you to group donations under a common initiative and track their results.

Add Donations to a Campaign​

Once the campaign is created, you can associate donations in two ways:

  • Create a new donation from within the campaign using + New Donation
  • Add an existing donation already present in your environment

Donations linked to a campaign can then be included in consolidated reports for that initiative.

Still unsure?

Contact us – support@vendere.ca