Adding unlinked givers to your Address Book

It's sometimes the case that people begin giving long before they fully connect with your church or organisation. You may therefore have givers with profiles that are Not in the Address Book.

Where your data protection policy or privacy notice provides a lawful basis, 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's profile. Here's how...

From the unlinked ( Not in Address Book) giver profile page in the Giving module, select Add contact from the cog action menu - shown below. This option is only available for givers that are not already linked to an Address Book contact. Before adding the giver as a new contact, you should first check to make sure the contact doesn't already exist in the Address Book, in which case you can simply Edit the giver's profile and link them; otherwise proceed with this method to create the new Address Book contact and link them to their giver profile. Note also that this option is only available to Users with 'Manage' permissions for the Address Book.

Selecting Add contact will open the Add contact page and pre-populate all available giver contact information. At this stage you may add any other known information before saving the new contact.

The new contact is added. Returning to the giver's profile in the Giving module, you'll see that the giver profile is now linked to that contact In the Address Book.

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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