In This Article:

    Introduction

    In This Article:

      This section cover the basics of managing supporters and groups. A "supporter" is a record in your Engage account.

      Supporters Tab

      To navigate to the Supporters Dashboard, click Supporters in the navigation to the left of the window. The Supporters tab will appear with focus on the Supporter Dashboard.

      2017-07-27_1615.png

      The Supporters Dashboard enables you to see some overview information regarding the number of supporters in your account as well as their sources. You can also manage Groups, Imports, and Exports from the Dashboard.

      Add New Supporters or Import Supporters

      Click the Add Supporters button at the upper right hand corner of the window, and then choose an option: Single supporters or Import supporters.

      Review Key Metrics

      In the center of your dashboard you will find Key Metrics. You can see them for the past 30 days, 90 days, or year to date.

      • Total Number of Supporters is the total number of people who have been added to your organization's audience within the given time-frame.  They may have been added via a sign-up page, a fundraising page, petition, or via import.
      • Source displays the origins of your supporters displayed in a pie chart by number and percentage.

      List of Supporters

      At the bottom of the dashboard is a list of all supporters. You can see the source of each one and you can also click the name of any supporter view or editing it.

      Groups Tab

      This tab enables you to view, create, and delete supporter groups. Groups are small, flexible lists of supporters within your full list. Groups enable you to reach out to specific groups with messages just for them. Groups can update automatically as new people qualify to join.

      Engage features the following types of groups:

      • Predefined - These are predefined groups that you have in Engage from day one. You can sort your view of this list, but groups cannot be added or removed.
      • Custom - These are groups that you have created.
        • To add a new group, use the Make a New Custom Group button at the tip right of the main window. The button will launch the Create a New Supporters Group wizard.
        • To delete a group, click the check box to the left of the group(s) that you want to delete, and then use the Actions pull-down control to select the Delete option. You'll be prompted once before the group is deleted.
      • CRM - You will see this tab only if you own Salsa CRM. These are groups that exist in Salsa CRM and Salsa Engage but which are managed by Salsa CRM.

      Manage Imports Tab

      The Manage Imports tab displays a clickable list of all your imports. In addition to listing your Imports, you may also import supporters from this tab. For a step-by-step direction, please click here.

      Manage Exports Tab

      The Manage Exports tab displays a clickable list of all your exports. For step-by-step directions, click here.

      Query Tab

      The Query tab provides a user-friendly way to find and segment your supporters based on their activity history, group membership, or a host of data points. For step-by-step directions, click here.

       

      Was this article helpful?
      0 out of 0 found this helpful
      Have more questions? Submit a request

      Comments

      0 comments

      Article is closed for comments.