How do I manually add a donor in Campaign Management?

At the Company Level:

1. Select the Companies node in the CM navigation tree.
2. Select the “Donors” option from the navigation tree.
3. Click the “Add a new donor” link.
4. Fill in the fields provided.
5. Click the “Save/Update” link.
6. Click the Settings tab at the top of the page.
7. Fill in the remaining fields provided and click the “Save/Update” link.

At the Campaign Level:

1. Select the Campaigns node in the CM navigation tree.
2. Select the “Donors” option from the navigation tree.
3. Click the “Add a new donor” link.
4. Fill in the fields provided.
5. Click the “Save/Update” link.
6. Click the Settings tab at the top of the page.
7. Fill in the remaining fields provided and click the “Save/Update” link.

Donor Mode Type: Demo mode allows you to configure and test a donor without being charged transaction fees. Production mode is the default donor mode type setting and is required for live campaigns.

Donor Identifier: The same unique Donor Identifier must be provided for a donor at the Campaigns level in order for the information entered at the Companies level to sync up with the information at the Campaigns level.