How do I use the Giving Tracking page?

Flocknote People

This guide showcases add-on features available only for those subscribed to Flocknote People. If you would like to learn more about these exciting new features, visit 🎉

Now introducing our new Giving Tracking main page! Similar to how the Unolytics page gives you a bird's-eye view of the communication engagement on your network, the Giving Tracking page shows you a high-level view of all the giving and financial activity on your network. For more detailed looks at each of our Giving features, check out the articles at the bottom of the page.

View Specific Date Ranges

The statistics on this page can be sorted by any set time period that you prefer:

Set up Customizable Funds

View the number of gifts and dollar amounts given by fund name and then click on each fund to see more detailed info, like individual households, the amounts given each day, which payment method they used. You can also make Fund Settings changes, as well as export and print reports on this page.

Gather Detailed Stats 

After selecting specific date ranges, you can filter the view between the number of gifts or the amount given. From there, you can break those stats down further by fund designation and payment method used. 

Add Gifts in Batches

While you can add gifts via individual member profiles, you can add gifts in bulk batches on this main Giving Tracking page. 

  • Click the green Add Gifts button in the top right-hand corner. 
  • Select the date by clicking the calendar icon.
  • Enter in a special memo (optional) for the particular batch you are starting and click the blue Start a batch button. 

  • Once on the input page, type in the various boxes to add info. You can input by envelope # or locate specific member profiles by typing out their names until a dropdown appears.

  • Click the caret "v" icon to open the dropdown and select which payment method was used. 

  • Make sure to click the green Save button after each gift and then the green Complete button when done with your batch. 

Import Gifts via a Spreadsheet: 

  • Click the green Add Gifts button in the top right-hand corner and instead of starting a batch, click Import a File.

  • From there, simply upload the file (in CSV or XLS format) from your computer (see example below). Please note that the only columns needed are envelope number, fund designation, and the dollar amount given. You can also have a column for payment type and specific dates. You can also set it as one date by adjusting the Batch Date (see picture above).

We recommend formatting your spreadsheet like this:

If you've already added envelope numbers to all members' profiles 
that you're importing gifts for, your spreadsheet can look like this: 

🚨IMPORTANT NOTE: Giving data is recognized by envelope number. If you have not added envelope numbers to member profiles, you will need to format your spreadsheet with an envelope number column + an email address column to identify the number and tell the system to add that envelope number to their profile. If you import data for an envelope number that does not yet exist in your network and you do not include an email address to attach it to, the data will not be added to a profile until that specific envelope number has been assignedOnce it's assigned, all historical imports with that envelope number will be added to that specific member's profile or household at that time.

ADDITIONAL FEATURES include automatic email receipts, printable/exportable reports, and donor summaries (end-of-year tax statements). If you have any suggestions, questions, feedback, contact your friendly Happiness Engineers at! 👍

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