Donor profiles that are created in Donor CRM through the automated data sync process will match based on the GiveSmart Fundraise or Events Donor ID and will compare that to the email & phone number the donor uses when completing a new transaction.
Reminder: When modifying a donor profile that was created through the Automated Data Sync, the information will need to be updated in the source module (GiveSmart Events or Fundraise) otherwise the modified information in Donor CRM will be over overridden on the next sync.
To locate the source module go to: Donors & Contacts > Contact Listing > View the External Donor ID column. If the external ID starts with 'GSE' then the contact came from GiveSmart Events then you can modify here, if the external ID starts with 'GSF' then the contact came from GiveSmart Fundraise and an email will need to be sent to Support to update.
Listed below are possible scenarios and how the automated data sync will recognize a donor as being the same donor or a new donor in GiveSmart Donor CRM.
Same Phone # | Phone Only
If I am a donor that makes a donation and I provide my phone only, then when a donation is made again in 3 months and I use the same phone it will match my account.
Same Email | Email Only
If I am a donor that makes a donation and I provide email only, then when a donation is made again in 3 months and I use the same email it will match my account.
Same Phone | Same Email
If I am a donor that makes a donation and I provide phone and email, then when a donation is made again in 3 months and I use the same phone and email it will match my account.
Same Phone | Different Email
If I am a donor that makes a donation and I provide phone and email, then when a donation is made again in 3 months and I use the same phone but different email it will match my account based on my phone and append the new email to the existing donor account.
Different Phone | Same Email
If I am a donor that makes a donation and I provide phone and email, then when a donation is made again in 3 months and I use a different phone but same email it will create a NEW account.
1st Participation in New GiveSmart Module
If it is the 1st time a donor is participating in Events after they participated in Fundraise (or vice versa) a new donor profile will be created which will need to be merged. Once merged the associated GiveSmart IDs would now be retained onto the one merged record, and all future transactions will roll to the merged account.
Name Change | Same Phone or Email
If a donor's name is changed in Events or Fundraise, but the same contact information (phone or email) is used, it will update the name on the existing profile. All Donor CRM admin will receive an email notification and a popup the next time they visit Donor CRM. The newly modified profile can be reviewed by going to Donors & Contacts > Merging Center and selecting the 'Check Name Changes from Automated Imports' option. If the name needs to be changed, the modification should occur in the GiveSmart Events or Fundraise module.