Use Magic Suggestions to Tag Donors to Stripe and Mazlo Campaign Payouts

Introduction

Mazlo’s magic suggestions streamlines saving contact profiles by automatically suggesting the donor's information. When you click the magic sparkle, the contact profile will pull in the information the donor entered while making their donation through Stripe and Mazlo donation campaigns.

Use Magic Suggestions to Tag Donors

Step 1: Open the Stripe or Mazlo Campaign Payout

Step 2: Look for the Sparkle in the Donor Field

The donor field for a Stripe or Mazlo Campaign payout will have a sparkle. This is the Magic Suggestion icon that signals there's a match.

Step 3: Click on the Sparkle to Add the Donor

By clicking on the sparkle, you’ll see the suggested donor for the transaction.

Click the donor profile to tag it to the donation.

Step 4: Create a New Donor Profile

For donors that do not have a profile in Mazlo yet, click 'New Donor' to create their profile.

Select whether this donor is an individual or an organization.

The donor's name and email will be automatically populated, if they're provided by the donor. Optionally, enter a unique Donor ID. Then click 'Next.'

Optionally, enter their address for your records and click 'Save.'

Success! The donor will now be tagged to this donation.

Step 5: Mark as Complete and Save

Once you’ve tagged all the donors, mark the transaction as 'Complete.'

Finally, click ‘Save.'

Contact Our Team

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