Create a New Donor Provided Default Email When Adding a Managed Account

This article provides information, and steps for creating a new Donor provided default Email Address when Adding a Managed Account.

A Donor without an email address can request an online gift be set up and managed for them. Resulting correspondence does not go to the donor but to a previously created managed account default email address created in settings.

If a Donor wants to receive correspondence about their managed account, the Online Giving Administrator can over write the existing managed account default email address by entering the new donor provided email address for correspondence to default to in the future.

The new donor provided default email address cannot be an email address that is already in use for a managed account in the system. This would cause a duplicate account. The system alerts the administrator if it identifies an email address as being used for a managed account with a warning. Click here for more information and to see the warnings.

Steps to create a managed account with a new default email:

  1. From Giving go to Accounts.
  2. Click on Add Gifts & Accounts
  3. When filling out the form for Adding a Managed Account for Online Giving Only a managed account default email may already be populated, having been created previously in Online Giving Settings. Begin entering the new donor provided email on top of the existing managed account email.
  4. Once all information is completed on the Add Managed Account form click on Add to process.
    Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

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