Contents
- View existing contributions
- View & Manage Contributors
- Export your list of contributions
- Email a contribution statement
- Print a contribution statement
- Print mailing labels
- Modify the contribution statement
- Refund Contributions
- Connect to accounting and giving apps using Zapier
View existing contributions
All of your existing contributions can be found within Contributions > All Contributions.
You can view existing contributions as a list or as a chart. There are options to work with donor profiles and to search contributions. All contributions are displayed as gross amounts.
View contributions as a list
The default view within the All Contributions area is a list. This list is sorted in descending order, by the contribution’s date and has no filters applied.
Sort
To sort the list, click on a column header and an arrow will be displayed, showing you that you are sorting by that column. An upwards arrow illustrates sorting in ascending order, while a downwards arrow illustrates sorting in descending order. For example, here is a list that is sorted in descending order, by Amount.
Filter
You can filter the list by using the Search by name field, or the Advanced Search area. Using Advanced Search, you can apply a series of filters to narrow down the list of contributions that you are working with. Filters include: contributor type, the ability to exclude archived people or to filter by person, group, date ranges, notes, and more, The filters will apply to all list options: export, email or print.
Show/Hide columns
The contributions list also allows you to show or hide columns you might not need at a certain point. To use this feature, click the Columns button at the top right corner of your contributions list, then check or uncheck the columns that you want to show or hide, respectively.
View contributions as a chart
If you want to view contributions as a chart, you can do so by clicking the Chart option at the top right, next to the search box.
Any search based filters you have in place while viewing as a list will also apply when viewing as a chart, and vice-versa.
You can toggle back and forth between the Chart and List views, as needed.
The available charts are:
- Contributions over time, with year-over-year comparison,
- Number of contributors, with year-over-year comparison,
- Givers vs. Non-givers. This chart lets you filter data by individuals, families, and families excluding children;
- Contributions by Method (Card, Cash, Check, Online or Wire Transfer),
- Contributions by Fund,
- Contributions by Age.
View & manage contributors
The Contributors tab allows you to view and manage the contributors who have made donations to your church. This tab provides a list of all contributors, both members (People) and non-members (Contacts). You can use the advanced search feature to filter for one or the other and any actions you take within this tab will respect the filter as long as you do not leave the All Contributions section.
Contact contributors
You can text and email contributors from under All Contributions > Contributors. Click the corresponding button to either Text or Email people, at the top left of the list. The Text/Email window opens and you’ll be able to write and send your message as usual. You will need to enter the people whom you want to contact. Use the checkboxes next to people’s names to select more than one person to contact.
Export contributors
To export a list of contributors go to All Contributions > Contributors. Click the Export button at the top right. An Excel file will be downloaded, containing your list.
You can also choose to export specific people, in which case, you will need to select them using the corresponding checkbox, then to use the Export button.
Export your list of contributions
To export contributions:
- Click the Export button at the top left of the list.
- Select a preferred grouping option: no grouping, by person, by family, or by family (excluding children).
- Click Export.
- An excel file will be downloaded, containing the contributor’s First and Last Name, Fund(s), Amount, Donations per Fund (Fund names are headers), Payment Method, Date, Notes, Batch, and Check Number if paid by check.
Email a contribution statement
These Contributions Statements are the end of the year statements and only include contributions associated with Tax Deductible Funds. Statements can be generated for both members and non-member contributors.
Note that Contacts (non-member contributors) are a paid feature.
For people who do not have an email, you can print their statement instead, print a mail label and send it to them via regular mail.
To email a statement:
- Click the Email Statement button.
- Choose whether you would like to group the statement by family.
- Click Email Statement.
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You can now create and send your email message:
- Select a template if you have created one previously. This is optional and you can save the message that you are currently writing, as a template, to use later. To save the template click Save this as template after you have written your full message. We recommend that you use merge fields to make templates more effective. See the section below for details.
- Enter the Subject of your email.
- Enter the email body. Here is where you can add the text you want to send,
- Use merge fields in the email body to retrieve information from people’s profiles. These fields are dynamic, so if the profile details change, you can be sure that the field will retrieve it automatically every time, with no need to change the email template.
- To add a merge field to your message, place the cursor where you would like to insert it, then select it from under the Add to body list. Click the 🕀 sign next to it, and it will be inserted into your email.
- You can delete a merge field just like any other text, e.g. with your backspace key.
- Lastly, turn on Group by Family or Modify the Statement, if required.
- Click Send to send your email to all people within your contributions list (either full or filtered). The statement will be included as an attachment.
Print a contribution statement
To print a statement:
- Click the Print Statement button at the top left
- Choose whether you would like to group contributions by family, or to modify the statement.
- Click Print Statement.
- You can sort contributions by First Name, Last Name or Envelope Number, then download a .pdf file that will include the statement, in accordance with your list criteria.
Print mailing labels
If you need to send statements via regular mail, you can also print mailing labels by following the steps below:
- Click the Print button at the top left of your contributions list .
- Choose whether you would like to group contributions by family, or to modify the statement.
- Click Print Mailing Labels.
- This will open your browser’s Print feature, which you can use to print the sheet of labels. The labels will include all people found within your list, according to your filters, if any. Each label will contain a Full Name, Address Line, City, State and Zip Code.
Modify the contribution statement
You can modify the statement templates that are used to print or email contribution statements - either from under the Print Statement or Email Statement options, as well as from within the statement email editor.
You can update the text that goes onto the statement, as well as the merge fields it includes. Merge fields can be added/removed the same way as within the email text editor.
Note: Please do not remove the [CONTRIBUTION_LIST] merge field, as this will retrieve the actual list of contributions that goes on your statement. Without this field, no contribution list will be sent to your giver.
Click on Save when you are ready.
For more information on working with Statements and Templates, including emailing and printing statements from the dedicated Statements section please see Managing Contribution Statements and Templates.
Refund Contributions
You can refund contributions made online via Stripe.
To do so, go to Contributions > All Contributions; find the transaction you want to refund, then choose Refund in the options menu.
Connect to accounting and giving apps using Zapier
You can use Zapier to connect to external accounting apps such as Quickbooks; or to Giving apps, such as Zeffy.. You must have a Zapier account and integrate the ChMeetings app to do so.