Adding unlinked givers to your Address Book

Where your data protection policy provides a lawful basis for processing, and/or with consent from the giver, you can easily add an unlinked giver to the Address Book, without re-entering all the contact information already held in their giver profile. Here's how:

From the unlinked Giver profile page of the Giving module, select Add contact from the cog action menu. This option is only available for givers that are not already linked to their Address Book contact. If the Add contact action is not visible, the giver is already linked to a contact in the Address Book.

The Add contact page is opened and pre-populated with all available giver contact information. Add any other known information before saving the new contact.

The giver profile is also updated to show that it is linked to an Address Book contact.

Top Tip!

For EU churches subject to the data protection legislation of the General Data Protection Regulation 2018, you may wish to review the communication preferences of the new contact before saving the new contact. For example, within the Giving module your unlinked giver may have been set to receive emails and SMSs because you had a legitimate interest or legal obligation lawful basis for processing. As a contact now added to the Address Book, your communications to that contact may be subject to a different lawful basis for processing under the GDPR e.g. consent. Consequently, you may wish to opt out the new contact until you have obtained the appropriate consent from the contact.

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