Funraise

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.

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

Configure and manage Supporter salutations, name prefixes and name suffixes

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

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

Create or edit a Supporter's payment methods

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

Link your supporters to one another based on their relationship

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

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