Supporters

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

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 PDF through email

Written by Angelina Pavone
Updated over a week ago

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

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