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Working with Supporter data

Our Supporters tab is a great way to view contact info received from transactions, and to understand what data is available for exports and CRM Integrations.


 


Viewing a specific Supporter record

You can get to a specific Supporter from the Supporters tab, a Donation record, or a Recurring record. 

On each Supporter's record, we show you the latest information we have for that Supporter, along with related lists of records also associated with that email address, such as Donations, Recurring plans, and Emails sent.

It is possible to edit the name and email address used for a Supporter. If the email address is edited for a Supporter, you can also choose to update all Recurring Plans associated with that Supporter to that new email address so that future donation installments or emails will go to the new address. To adjust the email address on past Donations or P2P Fundraisers, you must adjust those records manually and individually.

From the Emails list specifically, we offer the option to resend any past email we've sent them. When resending an email, you can direct it to either their email on file or a different one of your specifications.

 


How supporters are associated

If an email is provided when making a Donation or creating a P2P Fundraiser, we associate the record with a Supporter that has that email address, making a new Supporter if an existing Supporter with that email address does not exist.
If no contact info is provided when making a Donation, as is only possible in Virtual Terminal, we always make a new supporter for that Donation.
 

Using Supporter data elsewhere

We do offer the ability (via Zapier, exports, and CRM Integrations) to generate new records elsewhere based on new unique email addresses (aka Supporters), or to send along updates to contact information for records tied to already known email addresses.