We designed our fundraising pages & Donor Dashboard with donors specifically in mind - to make it easy for them to make donations themselves & empower them to make changes to their accounts & subscriptions. (We also LOVE saving you Admin time! 😉)
However, we understand some donors may not be able or willing to make an online donation themselves or make changes to their accounts and would prefer you as the charity admin to take care of things for them.
While we plan to add more robust features in the near future, here's what you can do: 👇
Jump to what you can do from your:
Harness Dashboard
Via Harness Admin Dashboard
Tutorial 📹👇
What You Can Do:
Name
Email address
Mailing address
Phone number
Gender
Birthday
Employer
Position
Lists assigned to
Internal notes
*NEW* What You Can Now Do Through Add a Donation:
Create a one-time gift for a new or existing donor
Create a monthly gift for a new or existing donor
Create a Round-Ups gift for a new or existing donor (Visa & Mastercard only)
Record cash & check donations to new or existing donors
*NEW* What You Can Now Do Through View As Donor:
View donors' credit card information (last 4 digits & exp. date)
Add/remove donors' cards on file
Transfer a donor's monthly gift to a different card
Create a new monthly gift for a donor
Change the date of a monthly gift
Register a donor for Round-Ups (Visa & Mastercard ONLY)
Change a donor's Round-Up cap
Change a donor's registered Round-Up card
What You Cannot Do:
View/update donors' full credit card information
Change a donor's registered Round-Up card
VIA Harness Fundraising Pages
We empower donors to make changes themselves through their personal Donor Dashboard (which they can access through any of your Harness fundraising pages) like:
To make any other changes to a donor's subscription (ex: transfer to a different card, increase/decrease gift, etc.), you can now use the View as Donor tool to "log in" to the donor's personal donor dashboard!
*IMPORTANT NOTE: You must LOG OUT after making a donation on behalf of a donor to ensure future transactions aren't accidentally assigned/credited to the incorrect donor profile.
MAKING A DONATION
You can now make any type of donation on behalf of a donor through any of your fundraising pages, Add a Donation, or the View as Donor tool so long as you have their name, email address, credit/debit card information, and billing zip code.
MAKING CHANGES TO A DONOR'S ACCOUNT
Through the View as Donor tool, you can:
Update donors contact information
Name
Mailing address
Phone number
Gender
Birthday
Employer
Position
Transfer donations to a different campaign
Transfer monthly donations to a different card
Cancel a monthly gift
Register a donor for Round-Ups (Visa & Mastercard ONLY)
Cancel a Round-Up subscription
Change a Round-Up cap
Add a new payment method/card on file
Delete a payment method
View/print PDF donation receipts
What You Cannot Do:
View/update donors' full credit card information
Change a donor's registered Round-Up card
*IMPORTANT REMINDER: You must LOG OUT after making a donation on behalf of a donor to ensure future transactions aren't accidentally assigned/credited to the incorrect donor profile.
FAQs
Can I make changes to my donor's account on their behalf?
Currently, there are limited permissions you can make here.
How can my donor access their personal Donor Dashboard?
By clicking on "Log In/Register" through any of your Harness fundraising pages/links found here, on your website (if Harness is featured there) and through the "Welcome to Your Donor Dashboard" email we sent when they first created an account with us (example here) and entering their email address and password.
What if my donor can't remember their personal log-in information?
No worries! They'll log in with their email address & password. If they log in with an incorrect email address, our system will immediately notify them we don't have an account with that email, so they can try an alternative one. You can also find the donor's email address through your Contacts tab by searching for the donor's name and tell them the correct email. If the donor enters the correct email but forgot their password, they can quickly select the "Forgot Password?" link on the log-in form and we'll send them an email immediately to create a new password & login.
How can I refund a donor?
Search for your donor's name & correct gift in your Reports > Donations. Click the 3 stacked dots to the right of the donation amount, choose "Refund Donation".
How can I stop/cancel a donor's monthly gift?
Donors can stop their monthly donation quickly & easily themselves through this guide OR you can stop their monthly donation directly within your Admin Dashboard by clicking on Reports > Monthly > Identify the Donor/Gift > Click the 3 stacked dots to the right of the gift > Cancel Gift.