All Collections
Reporting
Donors & Donations
How to Apply Donation Filters
How to Apply Donation Filters

Use the apply donation filters to donation data

Updated over a week ago

Donation Filters are a powerful tool to drill down on donation and donor details for both compliance and marketing purposes.

Donation Details

When you click on the Filter options, you will see a slide-out with all the different filters.
​

Here you will see the general donation filters available.

Date Range

The date range you would like to see your data appear in

Status

Refunded or succeeded or both

Minimum Amount

All donations of that value or above

Maximum Amount

All donations of that value or below

Recurring Status

  • First subscribed: this is the first recurring donation this donor has created.

  • Subsequent Recurring: this donation is part of an existing recurring donation and is not the first recurring.

  • Non-Recurring: all donations that are not recurring

  • All Recurring: all donations (whether first subscribed or subsequent) are in the report.


Donor Details


This filter category can be used to find specific donor details.

First Name & Last Name

First and Last name of a specific donor

Email Address & Phone Number

Email Address and Phone Number of a specific donor

Profile

Select from either WinRed User or Guest. This will tell you whether or not this donor has a saved credit card with WinRed. Guest means they do not have a credit card saved, WinRed User means they do.

Page Details

When using the Page Details filters, you can break down donation info by Page URL and UTM details.

Page Url

Filter donations from a specific WinRed page

Page Type

Filter to only include donations made on a specific page type, for example, donation, high dollar, video, etc.

UTM Source

Source of where the traffic is coming from

UTM Medium

Medium used to get the traffic: Social media, website, etc.

UTM Campaign

Parameter used to identify a campaign linked

UTM Term

Used to track relevant key-words

UTM Content

Differentiate the content of your ads.

Advanced

You can locate specific donations by the relevant charge ID and the campaign attached to the donation.

Donation ID

If you have a charge ID from a specific charge you would like to review, you can drop this here to filter on. The charge will begin with rv_ch or rv_ccc.

Campaign

If you have a standard or merchandise campaign appended to your page, you can review the charges associated with that campaign by selecting it from this filter.

Product Name

These are the types of donations one could make on WinRed; what reads here is what category this particular donor fits into. These are the possible options:

  • One Tap Recurring Donation: This recurring donation was created because the donor clicked on a one click recurring donation link.

  • Recurring Revv User Donation: This recurring donation was created while the donor was signed into a WinRed donor account

  • Regular Recurring Donation: This recurring donation was created without a WinRed donor account

  • One-Tap Donation: This donation was created because a donor clicked on a one click donation link.

  • Revv User Donation: This donation was processed with WinRed Donor Account

  • Regular Donation: This donation was processed without a WinRed Donor Account

  • Money Pledge Donation: This donation was a result of a donor opting into a Money Pledge

  • Upsell Donation: This donation was the result of a donor opting into an upsell

  • Double Upsell Donation: this donation was created because the donor opted to double down in their donation from an upsell

  • Recurring Upsell Subscription: This donation was created because the donor opted into a recurring upsell

Fundraiser ID

Filter donations by a Fundraiser ID that was used on a page

Source Code

Filter donations by Source Code that was used on a page

Questions?
​
If you have questions or are unsure about any of these steps, please reach out to our support team by clicking the red chat box a the bottom right corner of your screen.
​

Did this answer your question?