Fiscal Sponsor Knowledge Base
  • Welcome to Mazlo!
  • Getting Started
    • The Fiscal Sponsor Dashboard
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    • Make a Mobile Check Deposit
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    • Using Your Mazlo Card Abroad: Prohibited Countries List
  • Donation Campaign
    • Activate Mazlo Donation Campaign
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  • Transactions
    • Transaction Details: Credits and Debits
    • Splitting Transactions
    • Use Magic Suggestions to Tag Donors to Stripe and Mazlo Campaign Payouts
    • Export Custom Transaction Reports
  • Declined Transactions & How to Resolve Them
  • Compliance
    • Donor Acknowledgement Letters
    • Create a Grant Profile
    • Require Payment Requests to Include an Attachment or Accounting Code
  • Settings
    • Customize Your Organization's Logos
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  • Integrations
    • Update Stripe with Mazlo Account Details
    • Connect Your Stripe Account with an API Key
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On this page
  • Introduction
  • Use Magic Suggestions to Tag Donors
  • Contact Our Team
  1. Transactions

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

This guide will walk you through using magic suggestions to tag donors to Stripe and Mazlo campaign payouts.

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Last updated 27 days ago

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: support@mazlo.com.