thankQ Help

1.Click Admin on the menu bar

2.Select Create New Excel Load Template

3.Enter a Name for the Template, click OK

4.Click Yes to continue

5.Click on the drop down on line 5 and select the relevant fields for the template

An example of the Pledge fields

If importing existing contacts enter their Serial Number to match the contact in thankQ. If you don’t know the serial number thankQ can find possible duplications if the contact details are entered.

If importing new contacts some further contact fields could be added.

6.Exit the template by the X in the top right corner