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