Ready to add the details of your first customer? Great! Here's how to get started.
Navigate to the Donate page in the Sidebar Menu. Choose your campaign from the list of active campaigns and follow the prompts to fill out the form in 4 easy steps.
Data is validated in real-time and Floodgate uses autofill features so the end result is nice clean data and happy customers.
Learn more about the Donate Page in the donate chapter.
Good to Know: People with fundraiser level user access will be prompted to choose their campaign upon login and can only see a single campaign at a time.
Once you click save on page 4 of the donate page, the customer file can be seen as a pending record in the Donor Manager page and your name will show a new score next to it in Activity.