A/B testing

When you click 'Donate', you will be given the choice of who you want to donate to. Depending on how your website is structured, you may be given the following options:
Donate to:

Person
Team
Campaign
Sub site (one level above Campaign)
Sub site
General Donations (website level)

In some cases, it may not be desirable for people to be able to Donate directly to a Campaign or Sub site. And sometimes a general donation is also undesirable. For this reason, this option can be turned off. On Fundraisers and Teams by the way, donations can always be made.
You can also donate to a company, but this option is not in the selection screen. To do so, you have to go to the company page first and then click Donate.
Turn off donation option
To turn off the Donations option aa a project page, segment page or general Donations, first go to that level within the dashboard. General Donation hangs under website level, so there you can go directly to Settings > Donate. If you want to turn off the option to donate on a specific Campaign page or Sub site, you first have to manage that Campaign or Sub site and then go to Settings > Donate. You will then see the following:

If you uncheck the box then it is still possible to Donate on Campaign and Team pages under that Campaign/segment/general donation. However, you will then no longer be able to Donate on that page itself. So if you set this at the website level, you will no longer be able to make a general donation.
If you leave the checkmark on, it is again possible to donate on that page.

Settings ⟶ Rewards (Crowdfunding)
Do you want to give Users extra motivation to Donate? Then maybe rewards are right for your website. With rewards, you can link a goal or consideration to a specific amount you choose. 
For each reward, you can indicate whether the donor's address should be requested so that you can send the reward afterwards. You can also indicate how many of these rewards are available, and the availability is automatically updated as soon as the donor chooses this reward.
Also, you can indicate how many of these rewards are available and the availability is automatically updated as soon as the donor chooses this reward.
Add rewards

Select Yes under the heading Rewards on Donations
Enter the donation amount under Amount (tip: start with an amount higher than € 5,-)
Enter a Title in
Enter a Description 
Select at Reward payout whether it is a physical reward to be sent
Indicate the availability of the reward at Number available (Optional)
Tick I want to send the reward.. at (Optional)
Label the reward as recommended with the button Mark as recommended (Optional)
Click Save or select Add another reward to make multiple rewards available

Rewards 

After a contributor has chosen a reward, the data (title, description, etc.) of this reward cannot be modified by the Managers. This requires contacting the iRaiser support team (chat, email or phone) to do so. This measure is in place to prevent fraud.
The main level administrator (site administrator) can enable an automatic Emails in order to be informed of the chosen (physical) rewards. This e-mail is fully customisable and can be found under: Emails > Emails to site administrator > Receive Donations linked to a physical reward
A reward that has already been sent and thus completed can be marked as such by the site administrator. By clicking on the gift icon behind the donation in question, the details screen appears, where at the bottom the reward can be ‘ticked’; off. Here the processing time appears. This time is also shown in the Excel export.

Add manual donations
Donations ⟶ Manual donations

First go to the level at which you want to add a manual donation. This can in fact be done at all levels of the iRaiser website (Main level, on a Sub site, to a Campaign, a team or an Action).
Then go to the Menu item Donations and click on Manual donations.
Click on Add Manual donations.

A new window opens.

Fill in the date and time the donation was made. By default, the current date and time are entered here.
Fill in the Amount the donation amount.
Fill in a First name and Surname as well. The remaining fields are optional.
Optional: tick Anonymous if the donor's name should not be shown at the front of the website.
Click on Save
The manual donation has been added and will be counted in the donation counter(s).

Please note! It is also possible to enter a negative manual donation, for example, to reduce the total amount on the meter. Simply insert a minus-dash (-) before the amount. A negative Donations will not be displayed on the website.
In case you are working with Match funding and it is active where you add a manual donation, you have to choose whether the manual donation should also be Matchfunded or not.

It is only possible to make one-off Donations in this product. However, you may have another place where you can receive periodic Donations. In that case, you can add a link (in the place where you want to add this) via Settings > Recurring donations.
 
You can set the following here:

 

The URL that people are directed to in order to structurally Donate on. 
The title and content to go with it
If you want the link to be off temporarily but keep the content, you can click 'Yes, I want to ask the donor to become a structural donor'

After making a Donations, you first come to the Thank You screen, where you can leave a message with the donation. Then you come to a screen where you can share your donation with your friends. Clicking on 'Become a recurring donor' will take you to the screen where you are asked if you want to become a structural donor:

Our product iRaiser Forms does support recurring payments. Interested? Then click here for more information. 

General target urls
Our flows for starting fundraisers and donating largely follow a fixed sequence. In order to measure things even better, for instance in your own Google Analytics, the flow for starting an fundraiser and donating is described below.
Below you need to replace <Mainurl> with the url of your platform.
Good to know is that the url may be different. If your site uses sub sites (i.e. an extra layer above campaigns) then the main url will also be different. It will look like this: <sub site name.Mainurl> and replaces <Headurl> in the flow below, if you want to measure the flow at sub site level.
If you want to set up a measurement in analytics, you can replace the ID and fundraiser url with .*Example:https://demo1.kentaa.nl/actie/.*/donate/.*/thanksHere you replace <fundraiser-url> and <ID> with .* to capture this.
Click on the link below to go directly to the relevant flow
1. Start fundraiser

Starting general fundraiser at site level

Individual
Create a team
Team member

Starting fundraiser for a campaigns

Individual
Create a team
Team member

2. Donate

General donation
Donate to a campaign
Donate to an fundraiser
Donate to a team
Donating to a sub site

1. Start fundraiser
https://<Hoofdurl>/come-in-fundraiser/choose--> choice page for which you want to start an fundraiser. This can be at website level, for a sub site or for campaign (or a combination of these)
a. Start general fundraiser at site level
https://<Hoofdurl>/subscribing is redirected to https://<Hoofdurl>/participate/how-to-participate -> choose between participating as an individual, team or team memberWherever mandatory is indicated, this step always returns in the registration flow. If it is optional, this step may not appear in your application flow, depending on the configuration.
i. Individual

Subscribe

https://<Mainurl>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/participate/registration --> choose registration fee (optional)
https://<Headurl>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > login flow, so they may be different for you.
https://<Hoofdurl>/participate/fundraising-page --> create personal page (mandatory)
https://<Mainurl>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/participate/webshop --> webshop (optional)
https://<Headurl>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Headurl>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/participate/done --> payment succeeded (mandatory)
https://<Mainurl>/action/fundraiserurl--> then return to the fundraising page you just created (replace fundraiserurl with the url of the page, optional)

ii. Create team
This flow has the same structure. However, there is an extra step in it, which is in bold.

Subscribe

https://<Mainurl>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/participate/registration --> choose registration fee (optional)
https://<Headurl>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > login flow, so they may be different for you.
https://<Hoofdurl>/participate/team-page --> create team page (mandatory)
https://<Hoofdurl>/participate/fundraising-page --> create personal page (mandatory)
https://<Mainurl>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/participate/webshop --> webshop (optional)
https://<Headurl>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/participate/done --> payment succeeded (mandatory)
https://<Mainurl>/team/teamurl --> then return to the team page you just created (replace team-url with the url of the page, optional)

iii. Team member
There is also an extra step here, which is in bold

Subscribe

https://<Headurl>/participate/how-to-participate--> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/join/team-member --> select team you want to join (mandatory)
https://<Hoofdurl>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/participate/registration --> choose registration fee (optional)
https://<Mainurl>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > login flow, so they may be different for you.
https://<Hoofdurl>/participate/fundraising-page --> create personal page (mandatory)
https://<Mainurl>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/participate/webshop --> webshop (optional)
https://<Headurl>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/participate/done --> payment succeeded (mandatory)
https://<Mainurl>/action/fundraiserurl--> then return to the fundraising page you just created (replace fundraiserurlwith the url of the page, optional)

 
B. Starting fundraiser for a campaign
 
i. Individual

Subscribe

https://<Hoofdurl>/project/<Campaign name>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you--> enter personal data (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/registration --> choose registration fee (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > submission flow, so they may be different for you
https://<Mainurl>/project/<Campaign name>/participate/fundraising-page --> create personal page (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/webshop --> webshop (optional)
https://<Headurl>/project/<Campaign name>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/project/<Campaign name>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/done --> payment was successful (mandatory)
https://<Mainurl>/action/fundraiserurl--> then return to the fundraising page you just created (replace fundraiserurl with the url of the page, optional)

ii. Create team
This flow has the same structure. However, there is an extra step in it, which is in bold.

Subscribe

https://<Hoofdurl>/project/<Campaign name>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/registration --> choose registration fee (optional)
https://<Mainurl>/project/<Campaign name>/participate/choose-activity --> choose activity (optional)The above steps can be changed in order in the dashboard under settings > login flow, so they may be different for you.
https://<Hoofdurl>/projects/<Campaign name>/participate/team-page --> create team page (mandatory)
https://<Mainurl>/project/<Campaign name>/participate/fundraising-page --> create personal page (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/webshop --> webshop (optional)
https://<Headurl>/project/<Campaign name>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/project/<Campaign name>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/done --> payment was successful (mandatory)
https://<Mainurl>/team/teamurl --> then return to the team page you just created (replace team-url with the url of the page, optional)

iii. Team member
There is also an extra step here, which is in bold

Subscribe

https://<Hoofdurl>/project/<Campaign name>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/team-member --> select team you want to join (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/registration --> choose registration fee (optional)
https://<Mainurl>/project/<Campaign name>/participate/choose-activity --> choose activity (optional)The above steps can be changed in order in the dashboard under settings > login flow, so they may be different for you.
https://<Mainurl>/project/<Campaign name>/participate/fundraising-page --> create personal page (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/webshop --> webshop (optional)
https://<Headurl>/project/<Campaign name>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/project/<Campaign name>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/done --> payment was successful (mandatory)
https://<Mainurl>/action/fundraiserurl--> then return to the fundraising page you just created (replace fundraiserurl with the url of the page, optional)

2. Donate
If you click donate then, if there is a choice, you will be taken to the following url:https://<Mainurl>/donate/choose --> If there is a choice then choose here what you want to donate to
Here you have a choice between a general donation, a donation to a campaign, a donation to an fundraiser, a donation to a team and possibly a donation to a sub site. The choice depends on the settings of the platform.
If you donate to an fundraiser, team or campaign on a sub site then the main url below should read as <sub site.mainurl>
a. General donation

https://<Hoofdurl>/donate --> choose amount and enter personal data
https://<Headurl>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<Hoofdurl>/donate/<ID>/share --> page where you can share that you donated.
https://<Hoofdurl>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)

b. Donate to campaign

https://<Hoofdurl>/project/<Campaign-url>/donate --> choose amount and enter personal data
https://<Mainurl>/project/<Campaign-url>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<Mainurl>/project/<Campaign-url>donate/<ID>/share --> page where you can share that you donated.
https://<Hoofdurl>/project/<Campaign-url>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)

c. Donating to an fundraiser

https://<Mainurl>/action/<fundraiserurl>/donate --> choose amount and enter personal data
https://<Mainurl>/action/<fundraiserurl>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<Mainurl>/action/<fundraiserurl>/donate/<ID>/share --> page where you can share that you donated.
https://<Mainurl>/action/<fundraiserurl>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)

d. Donating to a team

https://<headurl>/team/<team-url>/donate --> choose amount and enter personal details
https://<Mainurl>/team/<team-url>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<headurl>/team/<team-url>donate/<ID>/share --> page where you can share that you donated.
https://<Hoofdurl>/team/<team-url>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)

e. Donating to a sub site

https://<sub site.Hoofdurl>/donate --> choose amount and enter personal details
https://<sub site.Mainurl>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<sub site.Hoofdurl>/donate/<ID>/share --> page where you can share that you donated.
https://<sub site.Hoofdurl>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)

 

Within the platform, there are various options for viewing statistics. For example, you can export Donations, Fundraisers, Teams, Campaigns and Sub sites, as well as view Monthly reports. We also have ready-made overviews of relevant overall statistics and more on this in this support article.
Figures
The key figures can be found at the website level under Analytics > Download statistics. Here you can select a certain period for which you want to see the key figures and then click 'Create Excel file'. This will give you an Overview of the relevant key figures (the content may vary based on the content of your platform). These key figures can be useful to analyse the data on the platform and make adjustments if necessary. Specifically, you will see key figures in the following categoriesën (if present on the platform): PaymentsDonorsDonations by deviceDonations by payment method Average donation amountNumber of donationsPay Later Actions (including closed and invisible)TeamsProjectsSegmentsTransactions
Analytics
At each level you will see Analytics. These are graphically displayed statistics on the following components:
Number of DonationsAverage donatedNumber of FundraisersSmile of participants
And if used on the platform:Selected ActivitiesSelected Registration fees Returning participants
You can select a period you want to see the Analytics from at the top and you can optionally choose to download the statistics as a pdf.
If you hover over the Analytics itself, you will see more information about it. Under 'Number of Donations', for example, you can see how many donations have been made.

 
Statistics from underlying levelsBy default, statistics from underlying levels are turned on. This means that all statistics are shown. If you turn this off then you only get the statistics of that level. Concretely, for example, this looks like this:You are at the website level and also have Campaigns. If you don't choose to show statistics from underlying levels then you will only see statistics done at the website level. For example, general Donations. You won't see a donation made on a Campaign then.
Statistics
On each level you will also see general statistics:
For example, you can immediately see the average donation amount, how many Donations there are and the amount raised. These statistics appear at every level. For example, for a Campaign specifically, you can immediately see all relevant information. In addition, action starters, for example, also see relevant statistics for them.
Also here you see that toggle 'Also show statistics of underlying levels' and it works in the same way. With this, you differentiate between all statistics, and statistics that are directly below that level (which you are currently on). 
Statistics with this icon are clickable. This shows you graphs that are also clickable.
 
 
 

What is included in the Monthly reports?
Directly after the end of a calendar month, a financialële Monthly report is available within the iRaiser Dashboard. The financialële Monthly reports contain a sum of all income and expenses in the month in question. It includes the following transactions:

transactions that have been given the status 'paid' in the month in question 
only transactions settled via the online checkout
successful PayPal and Tikkie transactions are also included in the statistics

The Monthly reports can be viewed by month and downloaded by the site administrator in an excel file.
What do the columns mean?
All black amounts are income and all red amounts are expenses.
Donated
This includes donation income. Both regular donations and any start-up donations. It is a sum of the donation amounts. This does not include contributions to transaction fees, registration fees and webshop revenue.
Registration fee
This includes receipts from paid registration fees.
Webshop
This includes receipts from webshop items purchased at registration.
Total refunded/refunded
The total amounts refunded by the site administrator and the total refunded by an end user, respectively.
Transaction fees including VAT
This is the cost of the payment service provider including VAT. PLEASE NOTE: this is an eo good indication of these costs. The costs may differ slightly from the actual payment service provider costs. For the actual payment service provider costs, please refer to the statement of these costs by the relevant payment service provider that can be seen in the payment service provider's dashboard. These transaction fees are automatically deducted from payouts by the payment service provider. 
iRaiser fees incl. VAT
This refers to iRaiser's variable licence fees including VAT. These are calculated automatically per transaction based on the applicable agreements. In case of a volume tier this is automatically taken into account. The corresponding invoice of these costs can be downloaded via the download button. These variable iRaiser licence fees are automatically deducted from the payouts by the payment service provider. unless other agreements have been made. 
Split by Sub site and Campaign
At th top of the report are the totals for the entire website. A breakdown is then given on that:

All transactions directly below the website homepage, broken down by Campaigns. Below that are the income from transactions on Fundraisers and Team pages created directly under the homepage and therefore not covered by a Campaign. Finally, general Donations made directly on the website's homepage. At the bottom there is a subtotal of all transactions directly under homepage, i.e. not under a Sub site or Campaigns.  
In case of using the iRaiser Sub site module: all transactions per Sub site. For each Sub site, a breakdown of transactions per Campaigns is also given. Below that are the income from transactions on campaign and team pages that were created directly under the Sub site page and thus do not fall under a campaign. Finally, general Donations made directly on the website's Sub site page. At the bottom is a subtotal of all transactions directly under the relevant Sub site.

Match funding is a tool that can be used in both crowdfunding and peer-to-peer fundraising. It allows Companies and Funds to support Fundraisers and campaigns on the iRaiser platform.
Content article

General
Use
Type Match funding

Start donation
Multiply Donation

Output

Excel

General
Two forms of Match funding are supported within the iRaiser framework:
1. Starter donation2. Multiply Donations
With the first variant, each new action, Campaign or Fundraiser receives an initial donation of a fixed amount from the company or fund. This could be interesting at a fundraising event (each participant is sponsored with xx euros by company X) or on a crowdfunding platform (each campaign receives an initial donation of €xx from company X).
For the second variant, each donation is doubled (or far x-fold) by the company or fund doing the match funding. In both variants, the maximum amount available for the match funding can be set.
The donation counter graphically displays the ‘match funding’contribution. Thereby, it can be referred to a page within the platform with more information. Match funding contributions are not subject to variable licence fees charged by iRaiser.

Use 
On request, we can turn on Matchfunding functionality. You can find it then in the dashboard under Menu item 'Settings -> Match funding'. You can enable this at site, Sub site or project level by going to this level, managing it and going to Settings > Match funding and clicking on 'Yes, I want to use Match funding'.Following this, you can fill in the various fields:

By organisation (mandatory field)Here you fill in the name of the organisation doing the match funding sponsoring
Colour You can choose a colour here and this colour will be reflected in the donation counter. 
Donations message Fill in a message here. This will be displayed with the donation. Suppose you enter "Match funding - Sustainability Fund" here it will look like this at the front end: 

More info URLTo provide more information about how your crowdfunding and Match funding works, you can create a Menu item (at site or segment level). You can put the url of this behind it. Once an url has been entered, an i will appear next to it where the user can click to read more information. 
 Type Match funding
1. Start donation
With this type of Match funding, the organisation donates the first part of target amount when an action is created, i.e. not when making a donation. After the action is created, a (manual) donation is made directly on this action. You set its amount under Amount. You can optionally set a Maximum amount. Once that amount is reached, no more match funding will be done.
An example of this type of match funding can be seen here
2. Multiply Donations
This type of Match funding focuses on Donations, and here the organisation multiplies every donation. After a donation is made, it is multiplied immediately. At Number, you can set how often you want to double the donation. Suppose 100 euros is donatedIf you set once, the organisation will add 100 euros.If you set twice, the organisation will add 200 euros.If you set 3x, the organisation will add 300 euros.If you set 4x, the organisation will add 400 euros.
You can also set limits. A limit indicates what the maximum doubling can be. If you have set 4x as the number and a limit of 400 euros, and someone donates 200 euros then the amount the organisation contributes is 400 euros.
Also here you can set a maximum amount. If that is reached then the pot is 'used up' and no more Match funding is done.
An example of this type of match funding can be seen here
.
If you have this type of match funding active and you make a manual donation, you have to choose whether to matchfund the manual donation or not:

 
Output
A donation made through Match funding is a manual automatic donation. It looks as follows:

Match funding is linked to the original donation. If you delete it then the matchfunding donation will also be deleted. If you move the original donation then the match funding moves with it too.
Excel
The Excel file adds a new type of Payment Method: Match funding. Here see an example of an Excel file with match funding in which the columns not used by matchfunding have been omitted for convenience.
 
Interested in this functionality on your platform? Then contact us.

This page shows an overview of all donations (including manual and matchfunding) that fall under the level you are currently working on. You can look up specific donations here, see more information about a particular donation and move donations around. You can also make a download of all donations.
 
Article content:

Options

Donations search
Period
Columns
Download

Information
Management options

Manage
Move
Anonymise
Remove

Options
Donations search
In the search bar (top right), you can search by a name, e-mail address or transaction id. The transaction id is the number that usually starts with T2023 and is a unique number. Through that number, you can quickly trace a donation.
Period
You can choose to show only donations from a certain period. If you have many donations, or are only interested in recent or older donations, this may come in handy. You select a period by clicking on 'Period'.

Then select the desired period:

To make navigating the dashboard easier, we save the period selection in the browser, so the next view you view will also have this period pre-selected.
 
Columns
There are several columns belonging to the donations:

The columns Date, Amount, Payment status and Payment method are clickable. You can filter with these. If you click it again, it will filter in reverse.
At the 'Donation on' column, you can hover over it with the mouse. You will then see the level at which the donation was made appear.
In the column 'Amount' you will see icons when web shop items, discount codes or rewards are involved. You can recognise donations with a web shop item by the shopping cart. For donations where a discount code was used, you will see a ticket icon and for donations where a reward was chosen, you will see a gift behind the donation.
 
Download
You can use the 'Download' button to create a Download of all donations under where you are at the moment. After clicking the button, an Excel file is generated and its link is sent to the e-mail address you are logged in with. If you click on the link (and are logged in) then you can open the Excel file. If you have made a selection you will only see the donations made in that period. The second tab of the Excel file shows the answers to the additional questions.
 
Information
Clicking on the i's will show you all the information about the donation:

If there is a donation with a reward you will also see this. Here, you can click on the box to indicate that the reward has been processed:

Management options
If you click on the three dots you will see the options you have with a donation. These are Manage, Move, Anonymise and Delete

Manage
By managing a donation, you can change a donor's name, or change a message accompanying the donation (for example, if a donor wants to correct a spelling mistake). You can also hide or make visible the name attached to a donation.

Move
It can happen that a donation has ended up in the wrong place, for example on a team instead of a team member. You can then move it by clicking on the three dots and move and find the place where the donation should go. If there is a registration fee attached to the donation, you cannot move it. You cannot move manual donations either. If you want to move them, you can delete them in one place and add them in another. Finally, you cannot move donations made via matchfunding. You can only do that after the matchfunding donation (which is listed as a manual donation) has been removed.

Anonymise
This option allows you to completely anonymise a donation. The account number information will be removed and you will see 'Anonymous Anonymous (Name Shielded)' as a donor.
Remove
You can only delete donations made with a test checkout. You can delete them via this option. Real donations are always saved.

Any transaction that is done has a description. If there is no PSP description filled in then it will say Donations <sitename> or Registration fee <sitename>, depending on whether it is a regular donation or one to which registration fee is linked.
You can add extra text to the PSP description. This will then appear with the description and either for Donations <sitename> or for Registration fee <sitename>. 
Example:
Here is the PSP description "PSP description with attribute" entered

In the Buckaroo dashboard (this works the same with other payment providers), this looks like this:

A donor will also see this on their bank statement or banking app. Depending on the number of characters filled in, the PSP description will be shown and therefore visible to a donor.
You can set the PSP description per level, and in Buckaroo's (or another payment provider's) dashboard you can then search for all donations with that attribute.