Supporter Interactions

Add interaction records. Log calls, emails, or events with Supporters.

Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Features in this article may not be included in every Funraise plan.

A Supporter Interaction is a record that tracks a personal touch point with a Supporter. Tracking interactions builds a history of the relationships each Supporter has developed with your organization.

Good to know!

  • You can automatically create a Supporter Interaction record when a Task is completed with Task Automations

  • Pending Tasks can be managed on the Interactions page

Add a Supporter interaction:

1. From a Supporter profile > click Interactions

2. Click New Interaction

3. Enter interaction info > click Save

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