Supporters

Manage your supporters like a pro.

Tony Sasso avatar Angelina Pavone avatar Blake Goldstein avatar
23 articles in this collection
Written by Tony Sasso, Angelina Pavone, and Blake Goldstein
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

Send Yearly Donation Summary

Send a Yearly Donation Summary PDF through email
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago