Basic and Required Fields
- First Name - the donor's actual first name.
- Last Name - the donor's actual last name.
- Email - recommended for record-keeping purposes, so that HiRaiser can more easily associate multiple donations with the same donor.
- Phone - generally not required.
- Amount - the donation amount. For recurring (e.g., monthly) donations, this is the repeating amount, not the total. For split donations, this is the total. Do not edit the amount for donations that are already paid unless they are reflected in the actual payment gateway account.
- Currency - the currency in which the donation was made.
- Payment Method - the method used to pay the donation. An unpaid pledge is marked as Bill Me.
- Split Payment - if the donation is split into payments, this is the number of payments.
- Frequency - for recurring donations. Default is one-time, even if not selected.
- Donation Level - if the donation is associated with a specific level or item on the donate page where it was initially submitted, it will be recorded here.
- Campaign - the campaign this donation is associated with.
- Team - the Team this donation is associated with.
Matching Details
Only applies for campaigns where donations are matched.
- Match Multiplier x - the number of times a donation should be multiplied. For example, when donations are being doubled (i.e., matched 1 to 1 where $1 = $2) the multiplier is 2.
- Number of Matchers - whether the number of matchers is single or multiple. This affects automated language on the site (e.g., with matcher vs. with matchers).
Donation Display Details
Setting that affect the way the donation is displayed.
- Display First Name and Display Last Name - the donor's actual name is used by default unless this field is edited by the donor upon submission, or here on the donation edit page.
- Name for Sorting Purposes - Sometimes we need to finesse the ordering using this field, in the case of a couple with different last names or an organization/company name. This field is used to determine what will be used for the alphabetical ordering of this donation. (The default ordering is LastName FirsName.)
- Public Remarks - the public comments accompanying the donation, which are sometimes displayed on Donor Lists or Donor Walls (depending on the campaign settings). When in use, donors can be given the option to provide their comments on the Thank You page after making their donation.
- Public Location - the donor's city, which is sometimes displayed on Donor Lists or Donor Walls (depending on the campaign settings). Donation Level Amount - when donation levels are employed for a campaign, you can use this field to change the donor's level without affecting the actual amount donated or attributed to the campaign.
- Image - the donor's image (photo, logo or other image), which is sometimes displayed on Donor Walls (depending on the campaign settings). When in use, donors can be given the option to upload their image on the Thank You page after making their donation.
Moderation Status
Only applies when Moderation Settings are turned on in the campaign settings.
- Visibility Setting - whether this donation is set to be shown or hidden. When not selected, default is show.
- Reviewed - when moderation is in use, this toggle is used to indicate it has been manually reviewed.
Donation Privacy and Visibility
- Anonymous - makes this donation anonymous, hiding the donor's name from all public displays. This can be set by the donor upon making the donation, or edited here later.
- Hide Amount - hides the donation amount from all public displays. This can sometimes be set by the donor upon making the donation, or edited here later.
- Exclude from Totals - allows the donation to be visible (on donation and donor lists) without it being added to the campaign total.
- Hide Donation - excludes the donation from appearing publicly, in the Donor List and Donor Wall. (The donation will still be added to the campaign total, unless the Exclude from Totals option is also selected.)
Donor Instructions
- Private Message/Remarks - the message provided by the donor when submitting the donation, and included in the donation notification email. This is not displayed anywhere publicly.
- Tribute - records if the donation is made in honor, in memory or for the recovery of someone.
- Honoree Name - the name of the person the donor chose to honor.
- Tribute Notification contact info - the contact info (usually email address) of the person to notify about the tribute.
- Earmark - records if the donation is earmarked for a specific program or other purpose.
- Associated Program - if set up for your campaign, this field will appear and can be used to set the program this donation/donor is associated with, and controls the appearance of program logos with the on the donation on the Donor Wall.
Address
The mailing/billing address associated with the donation. Generally only required for credit card transactions.
Payment Method details
Data recorded during the processing of the transaction.
Donation Status
Note: Changing the donation status here only affects the donation's status in the HiRaiser system - it does not actually process, cancel or refund the payment. These actions need to be taken separately via the payment gateway.
- Pledge - an unpaid pledge, or (if also marked as paid) a pledge that was paid.
- Paid - a paid donation.
- Cancelled - a donation that has been cancelled (i.e. deleted).
- Refunded - a donation that has been refunded.
- Fraud - a donation that is suspected and marked as fraudulent.
- Fraud Score - the HiRaiser AI-powered anti-fraud system score, determining the likelihood of this donation being fraudulent. Read more about fraud rejections and how to handle them.
- Fraud Score Details - the details of this donation that make it suspicious and triggered the anti-fraud system.
RSVP Details
When RSVP fields are used for events, the responses will be recorded here.
Admin
- Date & Time of Donation - the date and time you want to associate with this donation. The default is the time the donation was actually made or entered.
- Started Filling Form - for website submissions, the time the donor submitted the form.
- Imported/Uploaded by Admin - the user who entered/uploaded it, if the donation was entered or uploaded via the HiRaiser dashboard.
- Donor ID - to identify the donor associated with this donation.
- Admin Notes - private notes associated with this donation, for your use.
- Recur ID - metadata connected with a recurring donation.
- Recur Schedule - details for the recurring donation.
- Recur End - the date when the recurring donation is scheduled to end.
Change Log
Records all changes made to this donation entry, with the date/time and the person who made the change (the donor or a HiRaiser user.)