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Supporters
Supporters
Manage your supporters like a pro.
Blake Goldstein avatarAngelina Pavone avatarTony Sasso avatar
By Blake and 2 others3 authors25 articles

Supporter Basics


Add a Supporter
Access a Supporter profile
Supporter types
Can I delete a Supporter?

Manage Supporter Details


Supporter contact information
Edit or cancel a recurring subscription
Supporter email and SMS activity
Name Prefixes & Suffixes
Supporter Interactions
Supporter Notes
Supporter Tags
Soft Credits
Payment Methods
Supporter Attachments
Relationships
Merge duplicate Supporters
Supporter Portfolio & Assignment
Email Marketing opt-in
Send Yearly Donation Summary
Use Mail Merge to Send Year End Donation Summary Letters

Supporter Lists


Save a Supporter List
Export a Supporter List
Filtering Supporter Lists

Wealth Data


Supporter Wealth Screening
What does Propensity to Give mean (P2G)?
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