Speaking of Clover.

New Feature! Account Management for Your Donors

We’ve just launched a new feature for Clover Donations! Your donors now have the ability to manage their own account with your organization!

It’s super easy for all of your donors to create an account… The next time (or the first time) they make a donation, they’ll be given the option to create their account before they submit their donation. Each time your donor visits your form they can easily sign in. Here’s why account management is great for them and for you:

Why it’s great for your donors

1. Giving is faster and easier
Once they have an account, the donation experience is quite a bit faster. Whenever a donor is logged in, the account information needed to process their donation will instantly and securely appear in the form. This lets them give immediately without needing to re-enter all their information in the form each time they want to give. (We know this is something your people have wanted for a while!)

2. Donors can now manage their own information
Your donors no longer have to call or email you to make updates to their account. They can sign in from any modern device, and quickly update their contact and billing information, view their transaction history, and manage their recurring donations. All in literally just a few clicks. And the account management tool we’ve created for your donors is completely responsive so it looks and works perfectly on desktop computers and mobile devices.

Responsive Design

Why it’s great for your organization

1. Saves you time & money
Since your donors can now manage everything for themselves, your organization should handle fewer support requests and information updates. You still have total control over each individual and transaction in the Donation Center, but we’ve taken most of the management tasks that used to be solely on your plate, and placed the tools in the hands of your people. This will save you precious time and ultimately financial resources as well.

2. Helps you maintain better records & communication
Now that your people can have direct control over all of their contact information and billing information, you can rest assured that your records are as current as possible. We’ve also made sure that your donors automatically get notices if their credit card is about to expire, so they’re prompted to update their information. And we’ve made it easy in the Donation Center to identify donors who have registered accounts with your organization. There’s a special “registered” tag assigned to each donor when they create their account. So whether you’re running a report, or just viewing an individual donor, you’ll be able to quickly see their status.

Your Account Management

This new feature is currently available to every Clover Donations customer. As with all of our updates, it’s completely free and we’ve rolled it out to everyone who has a Clover Donations account.

If you have any questions about this new feature, don’t hesitate to call us at 805-527-8900 or email us at support@cloverdonations.com.

If you haven’t signed up for Clover Donations yet, now is a great time to check it out!

12 Comments

Deanna Washington said on April 25th, 2013:

THANKS!!!!!!!!! This helps so much!!!

Joe said on April 26th, 2013:

Thank You!

J. Wyatt George said on April 27th, 2013:

Two Qs
One, is there a way through their account to discontinue giving?
Two, when they give each time, will we get an email telling us who just gave? That does not seem to be happening at present.

Aaron said on April 29th, 2013:

How do our current recurring giving donors create an account without canceling their current recurring giving to set up an account? According to the instructions, in order to create an account you get prompted AFTER putting in your payment info. Thanks!!

Paul said on April 29th, 2013:

Thanks..that is a very useful feature.

Any time frame on when clover donations will allow giving to multiple areas on a single transaction? (for ex. $50 to General Fund – $25 to Missions Fund, etc.) This is the most requested thing from our donors.

Terri Cote said on April 29th, 2013:

Our donors would like to be able to designate their donation into multiple categories, i.e. tithe, building fund, missions, special donation, etc.

Eric said on May 1st, 2013:

@J. Wyatt – 1. Once they’ve created an account, Donors can archive and/or reactivate their recurring donations! 2. When they give each time (whether recurring or one-time), donors will get an thank you email receipt from your organization. For you, you’ll see the transaction history in the Donation Center. Hope that helps!

Eric said on May 1st, 2013:

Hey Aaron, your current recurring giving donors can make a one-time donation using the email address they used to set up their original recurring donations, and then we take care of the magic in the back-end connecting them to their giving records so they can start managing and seeing those in their account.

Otherwise, they could just create a new recurring donation with a future start date, and select to create an account during the donation so no transaction is processed immediately. This way, when they verify their account and login, all they have to do is archive/cancel that newest recurring transaction so everything continues normally with their previous recurring gift. This overall was setup this way as a benefit to the donors, ensuring their giving records and profile gets populated correctly, and ensuring the proper security in matching everything up the first time they create an account.

Hope that helps! If you have any other questions, feel free to give us a call: (805) 527-8900

Eric said on May 1st, 2013:

@Paul – Good to hear! Now that your registered donors have their information populated immediately upon logging in, all they have to do is select an amount and a fund to give, which makes the whole process incredibly fast. Not only did we give donors the ability to update and manage their own info, view their transaction history, and manage their recurring donations, this also answers this scenario in many ways because of the increased ease and speed of giving multiple times. Hope that helps!

Eric said on May 1st, 2013:

Hi Terri, we actually just answered this in the previous comment. Hope that helps!

Ryan said on May 9th, 2013:

SO glad you guys did this! We are setting up iPad giving kiosks, will a CC swiper work with this?

Eric said on May 10th, 2013:

@Ryan – this isn’t set up for a CC swiper. Glad you’re excited about it and thanks for the question!