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Supporters
Supporters
Manage your supporters like a pro.
24 articles in this collection
Written by
Tony Sasso,
Angelina Pavone,
and
Blake Goldstein
Supporter Basics
Add a Supporter
How to manually create a new Supporter
Written by
Angelina Pavone
Updated over a week ago
Access a Supporter profile
Edit supporter information. View donation history. Add interactions. Access recurring subscription settings.
Written by
Blake Goldstein
Updated over a week ago
Supporter types
Learn the definitions of Supporter types
Written by
Tony Sasso
Updated over a week ago
Can I delete a Supporter?
You can not delete a supporter record
Written by
Angelina Pavone
Updated over a week ago
Manage Supporter Details
Supporter contact information
Edit the name, institution, email, phone, address, and email subscription for a Supporter
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.
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
Written by
Angelina Pavone
Updated over a week ago
Supporter Interactions
Add interaction records. Log calls, emails, or events with Supporters.
Written by
Angelina Pavone
Updated over a week ago
Supporter Notes
How to add notes to supporters
Written by
Angelina Pavone
Updated over a week ago
Supporter Tags
Add tags to Supporters
Written by
Angelina Pavone
Updated over a week ago
Soft Credits
What are soft credits? How to add a soft credit to a Transaction
Written by
Angelina Pavone
Updated over a week ago
Payment Methods
Create or edit a Supporter's payment methods
Written by
Blake Goldstein
Updated over a week ago
Supporter Attachments
Attach files to a supporter record. Attach documents, images, and more.
Written by
Angelina Pavone
Updated over a week ago
Relationships
Link your supporters to one another based on their relationship
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.
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
Written by
Blake Goldstein
Updated over a week ago
Email Marketing opt-in
How the email marketing opt-in works and affects downstream integrations.
Written by
Tony Sasso
Updated over a week ago
Send Yearly Donation Summary
Send a Yearly Donation Summary to a single Supporter or a list of Supporters
Written by
Angelina Pavone
Updated this week
Use Mail Merge to Send Year End Donation Summary Letters
How to print a Yearly Donation Summary.
Written by
Angelina Pavone
Updated over a week ago
Supporter Lists
Save a Supporter List
How to save a dynamic list of supporters. Save a supporter segment. Saved lists.
Written by
Angelina Pavone
Updated over a week ago
Export a Supporter List
How export any list of supporters to a CSV file.
Written by
Angelina Pavone
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
Blake Goldstein
Updated over a week ago
Wealth Data
Supporter Wealth Screening
Understanding your supporter wealth data
Written by
Blake Goldstein
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