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Donor database

As people submit donations on your Wild Apricot website (See Online donation form) or as you record them manually (See Manually record a donation) donors will be automatically added to the Donors database. Donors database is accessible via Donations tab:

  • You can export your donor database using [Export donors] button on the toolbar. It will instantly generate a list of your donors in MS Excel XML Spreadsheet format.
  • You can find a specific donor by typing his name and other details in the Search box - this works in the same way as Keyword search
  • You can click on a particular Donor name to see his full details and list of donations:

On this screen you have the following options:

  • View all payment transactions for this donor. See Payment workflow and payment transactions log
  • Manually record a donation. See: Manually record a donation
  • Delete this donor record
  • Archive it (See Archived vs. active records)
    Currently in Wild Apricot donors are stored in a separate database from members. Member database provides much more flexibility and functionality and we are now redesigning the system to store donors in the same database so that the same powerful functionality available for member database will be also available for donors - mass emails, advanced search, reporting, donor directory etc.

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