Kiosk Donor Matching

When a donor requests a receipt, Giving Kiosk asks for identifying information so the gift can be automatically linked to the correct donor record. Understanding how matching works helps your team explain why a gift did or didn't attach to someone's profile.

 

How Donor Matching Works

  1. After making a payment, the donor taps Continue to receive a receipt.

    giving-kiosk-mode-give_now-donor_exp3.png
  2. The donor provides their name, email address, and, optionally, phone number.

    giving-kiosk-mode-give_now-donor_exp4.png
  3. The system tries to match the gift to an existing donor record using information from the Receipt Form.
  4. If no match is found, the system will create a new donor profile using the entered information.

    giving-kiosk-donor_match.png
  5. Important: If no receipt is requested, the gift is recorded without the donor-entered matching step and is considered an anonymous Kiosk gift.
    giving-kiosk-donor_match-anonymous.png

Updated