Add a New Contact for a Donor

Introduction

Create a contact profile for donors to save their information and track their donations in one place. When you save a donor's email address, you can easily send them tax acknowledgement letters.

Create a Contact Profile for a Donor

Step 1: From the Contacts Page, Click 'Create Contact Profile'

Next, select whether the recipient is an Individual or a Business.

Step 2: Enter the Donor's Name and Contact Information

Enter the donor's first and last name or the organization's name. You can also add their contact information, such as their email to send them a donor acknowledgment. Then click 'Next.'

Enter the Contact's Address

Optionally, you can save the contact's address. To skip this step, click 'Next.'

Other Info

For an organization, you can optionally enter their EIN. To skip this step, click 'Next.'

Step 3: (Optional) Enter the Contact's Banking Information

To skip this step, you can click 'Done' without banking information.

Success! You've created a new contact profile in Mazlo.

Review and Edit a Contact Profile

Step 1: Update the Contact Profile

Click 'Edit' to update their contact information. Add or update their email to easily send them a donor acknowledgement letter with a tax receipt.

Click 'Edit' to update the contact's physical address.

Step 2: Review the Donation History

You can easily track the donation history for a contact in the Donations tab of their profile.

Contact Our Team

Please contact our team if you have any questions: [email protected].