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Supporter Management
Supporter Management
Manage your supporters like a pro.
+2
26 articles in this collection
Written by
Angelina Pavone,
Jade Porter,
Katie Meringolo
and 2 others
How to Use Your Supporter Insights to Maximize the Giving Season
Utilize Donor Wealth and Capacity Insights to build your end-of-year ask segments.
Written by
Angelina Pavone
Updated over a week ago
Access the Full Supporter Profile
Access, edit, change the contact information for a Supporter. See a donor's donation history. Add interactions. Access recurring settings.
Written by
Jade Porter
Updated over a week ago
Edit Supporter Contact Information
Edit the name, institution, email, phone, address, and email subscription for supporter
Written by
Katie Meringolo
Updated over a week ago
View a Supporter's Recent Email Activity
How to view a Supporter's recent email activity. See if emails have been delivered, opened, or clicked.
Written by
Angelina Pavone
Updated over a week ago
Supporter Tags
How to create and filter supporter tags.
Written by
Katie Meringolo
Updated over a week ago
Save a Supporter List
How to save a dynamic list of supporters. Save a supporter segment. Saved lists.
Written by
Katie Meringolo
Updated over a week ago
Filtering Supporter Lists
How to add filters to supporter lists. Create supporter lists and segments. What filters can you use with supporters?
Written by
Iman Bahati
Updated over a week ago
Export a Supporter List
How export any list of supporters to a CSV file.
Written by
Katie Meringolo
Updated over a week ago
Merge Duplicate Supporters
How to handle duplicate supporters or contacts. What to do when the same supporter has two profiles.
Written by
Katie Meringolo
Updated over a week ago
Add a Supporter
How to manually add a new supporter.
Written by
Katie Meringolo
Updated over a week ago
Add Supporter Interactions
How to add a record of an interaction with a supporter. Log phone calls, emails, or communication with supporters.
Written by
Angelina Pavone
Updated over a week ago
Add Supporter Notes
How to add notes to supporters
Written by
Katie Meringolo
Updated over a week ago
Can I Delete a Supporter?
Can I delete a supporter or contact? Can I delete a supporter profile?
Written by
Katie Meringolo
Updated over a week ago
Supporter Portfolio & Assignment
What is a Supporter portfolio? How to assign a supporter to your portfolio.
Written by
Adam Bansmer
Updated over a week ago
Resend a Transaction Receipt
How to resend a transaction receipt to a supporter.
Written by
Iman Bahati
Updated over a week ago
Supporter Wealth Screening
Understanding your supporter wealth data
Written by
Adam Bansmer
Updated over a week ago
What is a Soft Credit?
What are soft credits? How to add a soft credit to a transaction.
Written by
Katie Meringolo
Updated over a week ago
Edit or Cancel a Recurring Subscription
How to edit the amount or card information for a recurring subscription. Cancel or stop a recurring subscription. Access Settings.
Written by
Katie Meringolo
Updated over a week ago
Can I Pause a Recurring Subscription?
How to pause a recurring subscription until a future date.
Written by
Angelina Pavone
Updated over a week ago
Migrate Current Recurring Subscriptions From Stripe
How to migrate your current recurring subscriptions from Stripe.
Written by
Adam Bansmer
Updated over a week ago
Migrate Current Recurring Subscriptions From WePay
How to migrate your current recurring subscriptions from WePay.
Written by
Angelina Pavone
Updated over a week ago
Migrate Historic Supporters and Transactions
How to migrate historic supporters and transactions into Funraise. Data migration.
Written by
Katie Meringolo
Updated over a week ago
What does Propensity to Give mean (P2G)?
Understanding your wealth data.
Written by
Angelina Pavone
Updated over a week ago
Wealth Screening Redemption
Received a voucher for wealth screenings? Great! Here's all you'll need to submit your info.
Written by
Jade Porter
Updated over a week ago
Migration of Fundraiser and Fundraising Team Historic Data
How to migrate historic campaign data for fundraisers and teams
Written by
Katie Meringolo
Updated over a week ago
Resend Yearly Donation Summary
Once your Yearly Summary Automated email has been sent, you can resend individual summaries from the Supporter section.
Written by
Angelina Pavone
Updated over a week ago