The Lookup Supporter’s “Process Transaction” gadget allows you to quickly do data entry and add transactions to the supporter record. Simply select the campaign page you would like to create a transaction for and fill in the form fields. Choose from any “Data Capture”, “Fundraising” or “Membership” campaigns in your account that does not include any dynamic behavior.
To add a transaction to your supporter record select the campaign you wish to create the transaction from using the dropdown menus. Once you’ve selected the campaign you want to use click “create”.
A new layer will open on the page and an unformatted version of the form will appear.
The form will be pre-populated with the relevant constituent data. Fill in any remaining information needed and click “submit” to create the transaction.