Airtable

How to create a donor management system in Airtable?

Discover how to build a donor management system using Airtable with this comprehensive guide. Simplify your donation tracking and enhance your nonprofit's productivity effortlessly.

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Overview

Setting up a donor management system in Airtable means building a strong database to keep tabs on donor info, their contributions, and all your interactions with them. Start off by pinpointing essential fields like donor names, contact details, how much they've donated, and when. Airtable’s flexible templates and relational database options make it easy to sort this data in an organized way. Take advantage of views, filters, and automation tools to simplify your communication and reporting tasks. This way, managing donor relationships becomes more efficient, and important details are all in one place and easy to act on.

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How to create a donor management system in Airtable?

Step 1: Create a New Base

  • Log in to Airtable and hit the "Add a base" button.
  • Pick the "Start from scratch" option.
  • Name your new base something relevant, like "Donor Management System".

Step 2: Define Your Tables

  • Click on the "Untitled Table" tab at the bottom and rename it to "Donors".
  • Add more tables as needed. Common ones might be "Donations", "Campaigns", and "Communication".

Step 3: Customize the Donors Table

  • Change the default "Name" field to "Donor Name".
  • Add fields like:
  • Email (Type: Email)
  • Phone Number (Type: Phone number)
  • Address (Type: Single line text, or Long text for full address)
  • Donation History (Type: Linked record to "Donations" table)
  • Preferred Contact Method (Type: Single select, with options like Email, Phone, Mail)

Step 4: Set Up the Donations Table

  • Change the default "Name" field to "Donation ID".
  • Add fields like:
  • Donor (Type: Linked record to the "Donors" table)
  • Donation Date (Type: Date)
  • Amount (Type: Currency)
  • Campaign (Type: Linked record to "Campaigns" table, if applicable)
  • Acknowledgment Sent (Type: Checkbox)

Step 5: Organize Campaigns Table

  • Change the default "Name" field to "Campaign Name".
  • Add fields like:
  • Start Date (Type: Date)
  • End Date (Type: Date)
  • Goal (Type: Currency)
  • Total Raised (Type: Formula or Rollup field to sum donations linked to the campaign)
  • Active (Type: Checkbox)

Step 6: Design the Communication Table

  • Change the default "Name" field to "Communication Type".
  • Add fields like:
  • Communication Date (Type: Date)
  • Donor (Type: Linked record to "Donors" table)
  • Type (Type: Single select, with options like Email, Phone Call, Letter)
  • Note (Type: Long text)

Step 7: Link Records

  • Make sure fields linking between tables (e.g., "Donation History" in "Donors" and "Donor" in "Donations") are set up correctly.
  • This will allow for relational data management and easy cross-referencing.

Step 8: Create Views

  • In each table, create different views to manage and analyze data.
  • For example, in the "Donors" table, create a view to filter active donors, frequent donors, or donors by donation range.
  • In the "Donations" table, create a calendar view for visualizing donation dates or a Kanban view to manage acknowledgment status.

Step 9: Set Up Forms

  • Go to the "Donors" table and create a form view.
  • Customize the form to include fields like Donor Name, Email, and Preferred Contact Method.
  • Share this form with your team to easily input new donor information.

Step 10: Automate Workflows

  • Use Airtable's automation feature for tasks like sending acknowledgment emails.
  • Go to the "Automations" tab, click on "Create an automation", and set up triggers (like a new record in donations).
  • Define actions like sending an email to the donor or updating a field.

Step 11: Verify and Test

  • Populate each table with sample data to make sure all relationships, views, and automations work as expected.
  • Test form submission, automation triggers, and emailing features thoroughly.

Keep your Airtable base updated, reviewed, and refined to align with your organizational goals and data management needs.

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