Supporter Management

Manage your supporters like a pro.

Jade Porter avatar Katie Meringolo avatar Angelina Pavone avatar +3
26 articles in this collection
Written by Jade Porter, Katie Meringolo, and Angelina Pavone and 3 others

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.
Jade Porter avatar
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
Katie Meringolo avatar
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.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Supporter Tags

How to create and filter supporter tags.
Katie Meringolo avatar
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.
Katie Meringolo avatar
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?
Iman Bahati avatar
Written by Iman Bahati
Updated over a week ago

Export a Supporter List

How export any list of supporters to a CSV file.
Katie Meringolo avatar
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.
Katie Meringolo avatar
Written by Katie Meringolo
Updated over a week ago

Add a Supporter

How to manually add a new supporter.
Katie Meringolo avatar
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.
Elisha Avne avatar
Written by Elisha Avne
Updated over a week ago

Add Supporter Notes

How to add notes to supporters
Katie Meringolo avatar
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?
Katie Meringolo avatar
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.
Adam Bansmer avatar
Written by Adam Bansmer
Updated over a week ago

Resend a Transaction Receipt

How to resend a transaction receipt to a supporter.
Iman Bahati avatar
Written by Iman Bahati
Updated over a week ago

Supporter Wealth Screening

Understanding your supporter wealth data
Adam Bansmer avatar
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.
Katie Meringolo avatar
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.
Katie Meringolo avatar
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.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Migrate Current Recurring Subscriptions From Stripe

How to migrate your current recurring subscriptions from Stripe.
Adam Bansmer avatar
Written by Adam Bansmer
Updated over a week ago

Migrate Current Recurring Subscriptions From WePay

How to migrate your current recurring subscriptions from WePay.
Elisha Avne avatar
Written by Elisha Avne
Updated over a week ago

Migrate Historic Supporters and Transactions

How to migrate historic supporters and transactions into Funraise. Data migration.
Katie Meringolo avatar
Written by Katie Meringolo
Updated over a week ago

What does Propensity to Give mean (P2G)?

Understanding your wealth data.
Elisha Avne avatar
Written by Elisha Avne
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.
Jade Porter avatar
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
Katie Meringolo avatar
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.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

4 tips for a successful and stress free year-end!

Another year is almost successfully wrapped up! Here are a few quick tips as you close out your amazing year ; )
Iman Bahati avatar
Written by Iman Bahati
Updated over a week ago