New submissions reviewed, matched to a family, and imported with the payment.
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When someone fills out a form on your website, like a donation or a sign-up, CMS saves it as a submission. Here's how to review them, add them to your families, and find their payments. Open Forms, and click New submissions, to see just the forms that have something waiting. The Submissions column counts the new ones. Click the Submissions button on the form. Every submission is listed, newest first, with the name, the date and the amount. The New tab holds the ones you haven't added to CMS yet. CMS looks each one up for you. Matched means it found the family already in CMS, by their email, phone or address. Unmatched means it's someone new. You can narrow the list by date, or filter it by name or email. Export downloads it as a spreadsheet. Click a submission to review it. On General, what the donor typed is on the left, and where it goes in CMS is on the right: the Abramov family, with their address, email and phone. If CMS picked the wrong family, search for the right one here. And if they typed a new phone or email, you choose whether to add it to the family. Open Payment. Here's the gift: one hundred eighty dollars, once, on a card ending in one one one one. The card was charged the moment they clicked Submit. Purpose is where the gift is recorded. It starts with the form's default, and you can change it. This one is for Chanukah. Click Save, and then Import. It's imported. The payment is on the Abramov family's record, the card is saved for next time, and the name now links to the family. Next, a new donor. She's Unmatched, so there's no family yet. When you import, CMS creates a new family for her, from what she typed. Set New member is to Female. Click Save, and then Import. Her new family is in CMS, with her address, email and phone, and her gift. When there are many, check the ones that are ready, and import them all at once. The Imported tab keeps everything you've added. Click a name to open that family. The family's Submissions tab lists every form they've sent, with the amount, and the bill and payment it created. Click one to see everything they filled in: their contact details, and the payment, with the card they used. And View Payment opens the payment itself, right on their record. Submissions bring everything people send from your website into CMS: review each one, match it to a family or create a new one, and the payment lands right on their record.