Charging a Supporter Who Has No Email Address or Login

Add a login with a placeholder email

1. Open the supporter from Supporters.
2. Click the three dot menu in the top right of the record and choose Add login. (If you’re already on the Create Payment page, you can instead click Supporter Login, then Add New Login.)
3. Fill in all four fields. Every one is required:
   • First Name
   • Last Name
   • Email — use a placeholder you control, such as your organization’s shared inbox with the supporter’s name added after a plus sign, for example [email protected]. Mail sent to a plus address still arrives in the base inbox, and each plus address counts as a different email.
   • Phone
4. Click Save.

Things to know before you add a login

• A login grants Donor Portal sign-in. Anyone who can receive mail at the login’s email address can sign in to this supporter’s Donor Portal with an emailed code and see their giving history. Use an inbox your team controls, never a made-up address or someone else’s. To remove access later, see Donor Portal Logins in the New Dashboard.
• Reusing an email links the existing user. If the email already belongs to an existing user in WeGive, for example your own staff address, that user is linked to this supporter instead of a new one being created. Use a different plus address for each supporter.
• A placeholder email means no emailed receipt for the donor. Receipts go to the placeholder inbox, so send one separately if the donor needs it.
• Saved payment methods live under a login. Adding the login also lets you save a card or bank account for future gifts.

Sources

• WeGive Dashboard Virtual Terminal and Add Login behavior