When a contributor chooses to use Give Without Account (GWA), the system looks at First Name, Last Name, & Email Address to verify if a record already exists.
- If there is a match & individual DOES have an InFellowship ID:
- "Create Account" check box seen here on the Process Payment screen will not show
- Contribution will be attributed to individual's pre-existing record in FellowshipOne
- No duplicate record is created
- If there is a match but individual DOES NOT have an InFellowship ID:
- "Create Account" option shows on Process Payment Screen
- If an InFellowship account is created, & the email address used is not matched to an existing email address for the individual, a duplicate will be created. It will have the status of "New From Online Giving" rather than "New From Website"
- Contribution will be attributed to individual's pre-existing record in FellowshipOne
- No duplicate record is created, except in situation described above
- "Create Account" option shows on Process Payment Screen
- If there is no match & an inFellowship account is created:
- New record with the status of "New From Online Giving" is created
- Email address will be both InFellowship ID & Alternate Email
- Billing address information will become the primary address
- If there is no match & no InFellowship Account is created:
- New record with the status of "New From Online Giving" is created
- Email address is saved to record
- Billing address information will become the primary address
Updated