Funraise

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

Supporter contact information

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

Learn how to resolve duplicates and merge supporter records.

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

Sync emails sent from an external email provider (Gmail, Outlook, etc.) to Funraise via BCC or CC

Email Sync (BCC to Funraise)

Access prospecting data like wealth and giving history of your donors

Wealth Screening & Donor Prospecting Data

How to create filterable supporter and transaction tags

Supporter & Transaction Tags

Tony Sasso

Manage Supporter Details

University

Developers

Community

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Create your workspace and invite the people you work with.

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{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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