Assign Donor Tool
Learn more about the Assign Donor tool in MinistryPlatform, including configuration settings and instructions to assign a donor.
Donations given by unauthenticated users are sometimes initially matched to the default contact record. With the Assign Donor tool, you can review and assign these donations to an appropriate donor record.
- Users may submit data anonymously. A user is anonymous if they have not logged in before making their donation.
- Anonymous users match to the default contact record if:
- The details provided do not match a contact.
- The system makes more than one match (that is, there is a duplicate contact situation).
- MinistryPlatform determines a match based on the information submitted.
- To match a contact, MinistryPlatform uses the following values:
- First name or nickname
- Last name
- Email or phone (only one is required for a match.)
- For phone, the following are considered: Mobile, company, or home phone.
- With the Assign Donor tool, you can review and assign donations matched to the default contact to the most appropriate donor record.
- If there is no appropriate donor record, use the tool to create a new a new donor. Creating a new donor also creates the associated contact, participant, and household records.
- You can launch this tool from a selection of records (for example, all donations assigned to the default contact) or an open donations record.
- If you receive an error when assigning or trying to create a participant record within the tool, ensure all of your system configuration settings are set to values that exist in your system. Note: If you use another software to enter donations into MinistryPlatform, donations must match what the Platform expects if you're using the Assign Donor tool.
Assign Donor Tool Configuration Settings
This tool relies on several configuration settings:
- COMMON, DefaultStatementFrequency
- The statement frequency that will be assigned to a donor created using the Assign Donor tool.
- COMMON, DefaultStatementType
- The statement type that will be assigned to a donor created using the Assign Donor tool.
- COMMON, DefaultStatementMethod
- The statement method that will be assigned to a donor created using the Assign Donor tool.
- COMMON, defaultCongregationID
- The congregation that will be assigned to the household of a donor created using the Assign Donor tool, if not otherwise specified.
- COMMON, HouseholdSourceID
- The household source that will be assigned to the household of a donor created using the Assign Donor tool, if not otherwise specified.
- COMMON, defaultContactStatus
- The contact status that will be assigned to the contact record of a donor created using the Assign Donor tool.
- COMMON, hhPosition
- The household position that will be assigned to the contact record of a donor created using the Assign Donor tool, if not otherwise specified.
- COMMON, ParticipantTypeID
- The participant type that will be assigned to the participant record of a donor created using the Assign Donor tool, if not otherwise specified.
- COMMON, GoogleMapsAPIKey
- If configured, this setting populates the Address field of a donor created using the Assign Donor tool.
Assign a Donor
- In the navigation menu, click .
- Open the donation or select donations assigned to the default contact.
- Click Tools, then click Assign Donor.
- If needed, select the donation to match.
- Review possible matches.
- If a match exists, click Assign next to the correct Donor.
- If no match exists, click Create New Donor, enter any additional info (most fields auto-fill from the Notes field), and click Save.
- Click Save.
- Close the tool.
You've assigned the donation to the selected donor. If you created a new donor, the configuration settings determine the fields on their donor, contact, participant, and household records.