Moving Feedback to New Donor

In Engage, you can move a feedback under any scheme from one donor to another. This can happen due to any reason e.g. availability of the donor or other circumstances.

To move a feedback, follow the steps defined.

1. Search for a feedback and view a list of all existing feedbacks or search for an account that created a particular feedback and go to the Feedbacks page.

2. Click the feedback reference to view the complete feedback. On the top left-hand side, click the three dots (...) and select -> Move.

3. Select to move the feedback to a different donor account or make it anonymous.

4. If you select to move the feedback to:

• A different donor, a Move Feedback to screen pops up. Search for the account and click Next.
• Make it anonymous, then just confirm the move on the Confirm Move screen.

5. Click Confirm to confirm the move of the feedback to the selected donor account.