{"id":47,"date":"2019-11-27T20:47:19","date_gmt":"2019-11-27T20:47:19","guid":{"rendered":"https:\/\/www.betterimpact.tv\/di-trialguide\/?page_id=47"},"modified":"2019-12-19T15:43:45","modified_gmt":"2019-12-19T15:43:45","slug":"4a-donor-profile-add-new-update","status":"publish","type":"page","link":"https:\/\/www.betterimpact.tv\/di-trialguide\/4a-donor-profile-add-new-update\/","title":{"rendered":"4A &#8211; Donor Profile &#8211; Add New\/ Update"},"content":{"rendered":"<p><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/380513575\" width=\"1280\" height=\"720\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: center;\"><span class=\"col col_shortcode\"> <span class=\"col col_name\"><br \/>\n<\/span> <a class=\"maxbutton-50 maxbutton maxbutton-bk-to-4-intro\" href=\"https:\/\/www.betterimpact.tv\/di-trialguide\/4-donor-profile-intro\/\"><span class='mb-text'>BACK<\/span><\/a> <a class=\"maxbutton-14 maxbutton maxbutton-forward-4b-part-1\" href=\"https:\/\/www.betterimpact.tv\/di-trialguide\/4b-donor-profile-custom-fields-part-1\/\"><span class='mb-text'>NEXT<\/span><\/a> <\/span><\/p>\n<div id=\"accordions-200\" class=\"accordions-200 accordions\" accordionsdata={&quot;lazyLoad&quot;:true,&quot;id&quot;:&quot;200&quot;,&quot;event&quot;:&quot;click&quot;,&quot;collapsible&quot;:&quot;true&quot;,&quot;heightStyle&quot;:&quot;content&quot;,&quot;animateStyle&quot;:&quot;swing&quot;,&quot;animateDelay&quot;:1000,&quot;navigation&quot;:true,&quot;active&quot;:999,&quot;expandedOther&quot;:&quot;no&quot;}>\r\n                <div id=\"accordions-lazy-200\" class=\"accordions-lazy\" accordionsId=\"200\">\r\n                    <\/div>\r\n\r\n        <div class=\"items\"  style=\"display:none\" >\r\n        \r\n                <div post_id=\"200\" itemcount=\"0\"  header_id=\"header-1574889288630\" id=\"header-1574889288630\" style=\"\" class=\"accordions-head head1574889288630 border-none\" toggle-text=\"\" main-text=\"CLICK FOR STEP BY STEP INSTRUCTIONS\">\r\n                                            <span id=\"accordion-icons-1574889288630\" class=\"accordion-icons\">\r\n                            <span class=\"accordion-icon-active accordion-plus\"><i class=\"fa fas fa-chevron-up\"><\/i><\/span>\r\n                            <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fa fas fa-chevron-down\"><\/i><\/span>\r\n                        <\/span>\r\n                        <span id=\"header-text-1574889288630\" class=\"accordions-head-title\">CLICK FOR STEP BY STEP INSTRUCTIONS<\/span>\r\n                                    <\/div>\r\n                <div class=\"accordion-content content1574889288630 \">\r\n                    <ol>\r\n<li>Go to: People >> Donors >> Add a Donor. <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-201\" src=\"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-1.png\" alt=\"\" width=\"1048\" height=\"314\" srcset=\"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-1.png 1048w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-1-300x90.png 300w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-1-768x230.png 768w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-1-1024x307.png 1024w\" sizes=\"auto, (max-width: 1048px) 100vw, 1048px\" \/><\/li>\r\n<li>Check the box at the top if you are creating a profile for someone that won\u2019t be logging on. In this case, the username will be generated based on the email or first\/last name you enter for them. A random password will also be assigned. <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-202\" src=\"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-2.png\" alt=\"\" width=\"899\" height=\"850\" srcset=\"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-2.png 899w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-2-300x284.png 300w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-2-768x726.png 768w\" sizes=\"auto, (max-width: 899px) 100vw, 899px\" \/><\/li>\r\n<li>Fill in the fields in the \u201cContact Information\u201d section. Mandatory fields are indicated with a flag.<\/li>\r\n<li>In the \u201cSettings\u201d section, compose a personal message to the Donor. This will be displayed to the Donor on their MyImpactPage.com home page.<\/li>\r\n<li><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-203\" src=\"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-4.png\" alt=\"\" width=\"1002\" height=\"309\" srcset=\"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-4.png 1002w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-4-300x93.png 300w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-4-768x237.png 768w\" sizes=\"auto, (max-width: 1002px) 100vw, 1002px\" \/><\/li>\r\n<li>In the Donor module area, select the Donor\u2019s status from the drop-list and enter the date the Donor joined.<\/li>\r\n<li>Click the [Save] button. <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-204\" src=\"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-new-6.png\" alt=\"\" width=\"982\" height=\"230\" srcset=\"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-new-6.png 982w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-new-6-300x70.png 300w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-new-6-768x180.png 768w\" sizes=\"auto, (max-width: 982px) 100vw, 982px\" \/><\/li>\r\n<li>Go to the Custom Fields tab and update the information for this profile, click [Save]. <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-205\" src=\"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-7.png\" alt=\"\" width=\"1031\" height=\"485\" srcset=\"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-7.png 1031w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-7-300x141.png 300w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-7-768x361.png 768w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-7-1024x482.png 1024w\" sizes=\"auto, (max-width: 1031px) 100vw, 1031px\" \/><\/li>\r\n<li>Return to the Donor\u2019s profile at any time to update or edit information.<\/li>\r\n<\/ol>\r\n<p><strong>You can always come back to a Donor profile and edit information about the Donor.\u00a0 The easiest way to do this is to type their name in the \u201cQuick Search\u201d field in the top right-hand corner of your screen.<\/strong><\/p>\r\n<ol>\r\n<li>Type the Donor\u2019s name in the Quick Search bar near the top of the screen on the right-hand side. <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-297\" src=\"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-part-2-1-1.png\" alt=\"\" width=\"1051\" height=\"259\" srcset=\"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-part-2-1-1.png 1051w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-part-2-1-1-300x74.png 300w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-part-2-1-1-768x189.png 768w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-part-2-1-1-1024x252.png 1024w\" sizes=\"auto, (max-width: 1051px) 100vw, 1051px\" \/><\/li>\r\n<li>Click on the Donor\u2019s name from the list that appears.<\/li>\r\n<li>Click on the applicable tab.<\/li>\r\n<li>Update the information.<\/li>\r\n<\/ol>\r\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-298\" src=\"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-part-2-4-1.png\" alt=\"\" width=\"1017\" height=\"553\" srcset=\"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-part-2-4-1.png 1017w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-part-2-4-1-300x163.png 300w, https:\/\/www.betterimpact.tv\/di-trialguide\/wp-content\/uploads\/sites\/17\/2019\/11\/04a-Donor-Profile-Add-New-part-2-4-1-768x418.png 768w\" sizes=\"auto, (max-width: 1017px) 100vw, 1017px\" \/> 5. Click the [Save] button. \u00a0<\/p>                <\/div>\r\n            <\/div>\r\n\r\n\r\n    \r\n                <\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-47","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-json\/wp\/v2\/pages\/47","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-json\/wp\/v2\/comments?post=47"}],"version-history":[{"count":0,"href":"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-json\/wp\/v2\/pages\/47\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.betterimpact.tv\/di-trialguide\/wp-json\/wp\/v2\/media?parent=47"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}