Funraise

Blake Goldstein

Tony Sasso

Supporters

Add a Supporter

Edit supporter information. View donation history. Add interactions. Access recurring subscription settings.

Access a Supporter profile

Supporter types

Can I delete a Supporter?

Supporter Basics

Edit the name, institution, email, phone, address, and email subscription for a Supporter

Supporter contact information

How to edit the amount or card information for a recurring subscription. Cancel or stop a recurring subscription.

Edit or cancel a recurring subscription

View a Supporter's recent email and SMS text message activity

Supporter email and SMS activity

Configure and manage Supporter salutations, name prefixes and name suffixes

Name Prefixes & Suffixes

Add interaction records. Log calls, emails, or events with Supporters.

Supporter Interactions

Supporter Notes

Supporter Tags

What are soft credits? How to add a soft credit to a Transaction

Soft Credits

Create or edit a Supporter's payment methods

Payment Methods

Attach files to a supporter record. Attach documents, images, and more.

Supporter Attachments

Link your supporters to one another based on their relationship

Relationships

Merge duplicate supporters or contacts. What to do when the same supporter has two profiles.

Merge duplicate Supporters

What is a Supporter portfolio? How to assign a Supporter to your portfolio

Supporter Portfolio & Assignment

How the email marketing opt-in works and affects downstream integrations.

Email Marketing opt-in

Send a Yearly Donation Summary to a single Supporter or a list of Supporters

Send Yearly Donation Summary

Use Mail Merge to Send Year End Donation Summary Letters

Manage Supporter Details

How to save a dynamic list of supporters. Save a supporter segment. Saved lists.

Save a Supporter List

How export a list of supporters to a CSV file

Export a Supporter List

How to add filters to supporter lists. Create supporter lists and segments. What filters can you use with supporters?

Filtering Supporter Lists

Supporter Lists

Supporter Wealth Screening

What does Propensity to Give mean (P2G)?

Wealth Data

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Community

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Track the progress of all tickets related to your company.

Tickets portal.

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