Supporters

Manage your supporters like a pro.

Tony Sasso avatar Angelina Pavone avatar Iman Bahati avatar +2
23 articles in this collection
Written by Tony Sasso, Angelina Pavone, Iman Bahati and 2 others
Manage Supporter Details

Supporter contact information

Edit the name, institution, email, phone, address, and email subscription for a Supporter
Angelina Pavone avatar
Written by Angelina Pavone
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.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Supporter email and SMS activity

View a Supporter's recent email and SMS text message activity
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Supporter Interactions

Add interaction records. Log calls, emails, or events with Supporters.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Supporter Notes

How to add notes to supporters
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Supporter Tags

Add tags to Supporters
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Soft Credits

What are soft credits? How to add a soft credit to a Transaction
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Payment Methods

Create or edit a Supporter's payment methods
Blake Goldstein avatar
Written by Blake Goldstein
Updated over a week ago

Supporter Attachments

Attach files to a supporter record. Attach documents, images, and more.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Relationships

Link your supporters to one another based on their relationship
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Merge duplicate Supporters

Merge duplicate supporters or contacts. What to do when the same supporter has two profiles.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Supporter Portfolio & Assignment

What is a Supporter portfolio? How to assign a Supporter to your portfolio
Blake Goldstein avatar
Written by Blake Goldstein
Updated over a week ago

Email Marketing opt-in

How the email marketing opt-in works and affects downstream integrations.
Tony Sasso avatar
Written by Tony Sasso
Updated over a week ago