Ejercicios Sesión 5: Donativos
We are now going to connect our database to our organization, ToonTown Ministries (TTM). This will allow us to download gifts and addresses for our donors.
Connect to the Web and download gifts
| 1. | Haz clic en el <Entradas> botón. |
| 3. | Enter Login name: bobincredible@toontown.org |
| • | Enter Password: Password1 |
| • | Select Profile: Staff Account (should be selected by default) |
| • | Haz clic en el <Siguiente> botón. |
| 4. | Review the date range. (It is already selected for you. Notice the start date is the oldest available donation date. In the future, the start date will be three weeks before you last downloaded.) |
| 5. | Check "Try to match existing contacts" to avoid downloading a duplicate contact. |
| 6. | Haz clic en el <Descargar> botón. |
| 7. | Because you have been with your ministry for a while and are only just starting with TntMPD, your organization will be sending you many names not currently in your list. TntMPD will begin downloading names and attempt to avoid any duplicates by asking you to match each downloaded contact with an existing contact. When finished, the download will show you all of the contacts it wants to import into your database. |
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This contact does not match an existing contact. TntMPD will add this contact to your database.
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This contact matches an existing contact. TntMPD will match the donor information to the existing contact.
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| 8. | Haz clic en el <Siguiente> botón. |
Then TntMPD will download the contributions.
| 9. | Haz clic en el <Siguiente> botón. |
This will accept the contacts into your database.
| 10. | Haz clic en el <Sincr.> botón. |
This will synchronize your database with your organization's data.
Other Gift Exercises
| 1. | Add a gift of $100 from Barney Rubble (use today's date). This is not a personal gift, and will be available on the Web. Change his MPD Phase to PARTNER-Special. |
| 2. | Add a $15 personal gift from Elmer Fudd. (That is, check the Personal Gift box.) |
| 3. | Add a gift from Sylvester Slate for $25. |
| 4. | Update the following partners to the correct MPD Phase, Pledge Amount, and Frequency. (Tip: For the Financial partners, you do not need to change the MPD Phase; TntMPD will do that automatically when you set a pledge.) Also, check Send Newsletter for each. |
| • | Be sure to check the Pledge Received check-box for each person as well. |
Nombre
|
MPD Phase
|
Cantidad
|
Frequency
|
Beast, Beast and Belle
|
Puntuales
|
|
|
Bird, Tweety and Tweetilee
|
Financial
|
5
|
mensual
|
Dalmation, Pongo and Perdita
|
Puntuales
|
|
|
Deer, Bambi and Feline
|
Financial
|
5
|
mensual
|
Donor EN, Annual
|
Financial
|
200
|
anual
|
Duck, Daffy and Daphney
|
Financial
|
12
|
mensual
|
Duck, Donald and Daisy
|
Financial
|
10
|
mensual
|
First Pedestrian Church
|
Financial
|
100
|
mensual
|
Flintstone, Fred
|
Financial
|
15
|
mensual
|
Fudd, Elmer
|
Puntuales
|
|
|
Jetson, George and Jane
|
Financial
|
20
|
mensual
|
Lightyear, Buzz
|
Financial
|
25
|
mensual
|
Lion, Simba and Nala
|
Puntuales
|
|
|
Martian, Marvin
|
Puntuales
|
|
|
Mouse, Mickey and Minnie
|
Puntuales
|
|
|
Pan, Peter and Wendy
|
Financial
|
10
|
mensual
|
Pooh, Winnie
|
Financial
|
8
|
mensual
|
Radcliff, Roger and Anita
|
Puntuales
|
|
|
Tigger, T
|
Puntuales
|
|
|