There will be times when you will need to edit a supporter's record, to add a cell phone number, for example.
To edit a supporter record...
- Click the Supporters tab on the left side of the screen.
- In the Search field above the list of supporters toward the bottom of the screen, type the name of the supporter you wish to edit.
- Click Enter or press the magnifying glass to the right of that field. This will change the list of supporters to those who match your search criteria.
- Click once directly on the supporter's name or email address. The supporter details screen appears.
There are three buttons at the bottom of the screen that indicate what to do with your changes:
- Discard Changes—This option discards any new supporter you were attempting to add and returns you to the main Manage Your Supporters screen.
- Save this Supporter!—This option saves the record and stays on the page for continuing edits to this supporter.
- Save & Close—This option saves the record and closes the add screen, returning you to the main Manage Your Supporters screen.
The Basics Tab
This page contains demographic data points, custom data fields, and important information on how your supporter came to exist in your Engage instance.
Supporter Basics (Demographic Fields)
- Email Address—This is the only required field in order to save a supporter record, but records will not sync to Salsa CRM without a First and Last Name also stored in the record.
- External ID—If this supporter came to Engage from an import using external data, the external system ID is stored in this value.
- Date of Birth
- First Name
- Middle Name
- Last Name
- Home Phone
- Cell Phone
- Work Phone
- Street Address
- Zip/Postal Code
- Facebook "handle" or URL
- Twitter "handle" or URL
- Linkedin "handle" or URL
- Created Date
- Source Type
- Salsa Tracking Code that brought the supporter to you.
These fields represent unique supporter data, such as favorite color, parent (this could be a yes/no field), How did you hear about us? (this could be a drop down of options/"Single Choice" field), etc. Supporter custom fields can be synced with Salsa CRM. Each customer would have their own unique set of custom fields, so no field listing would be possible here.
Supporters may opt-in to receiving fundraising information from you in the form of emails or texts. They may also request to be removed from such emails or text messages. This section tracks whether the supporter in question is currently subscribed or not, and when they may have requested to be removed from communications.
All supporters are assumed to be subscribed to receive emails when you manually enter a record. Supporters can unsubscribe themselves via the Unsubscribe link at the bottom of your email blasts.
Manually Unsubscribe a Supporter
Campaign managers may also unsubscribe supporters in this section of the supporter record. Supporters can stay in your system, even if they opt-out of receiving emails. To unsubscribe a supporter manually
- In the Email Subscription section, click the Unsubscribed radio button.
- Click either the Save this Supporter! or the Save and Close button at the bottom of this screen.
NOTE: This action cannot be undone.
- The supporter Subscription Status replaces those radio buttons. You will see...
- Their current Email Subscription Status.
- Unsubscribed By, including who did it and when.
Supporters may explicitly opt-in to receive your messages by entering their mobile number on one of your activity forms and agreeing to your Opt-In field settings. Supporters may also explicitly opt-out from receiving your text messages by replying to a text message with a STOP command. If the supporter's cell number is either imported into the system without an opt-in status or manually added through a supporter edit, their opt-in status is Unknown.
Supporters who are explicitly opted-in will receive text messages. Supporters should remain in Engage, even if they opt-out of receiving texts.
Supporters Groups Tab
Groups are a great way to target and personalize messaging based on a variety of characteristics. If this supporter isn't a part of any groups, you may be missing an opportunity to engage them with compelling messaging. Use what you know about supporters to customize messages with content that will resonate with them (and folks like them!) based on behavior, demographics, or interests.
Static and Mailing List Groups
Membership in a Dynamic group is based on a set of rules. To change the group rules or manually include or exclude supporters from a Dynamic group, click on the name of the group to go to its settings.
NOTE: You cannot manually include or exclude supporters from Engage's pre-defined groups.
Salesforce or CRM Groups
Membership in a CRM group is determined by the group's configuration in Salsa CRM. Any changes you would like to make to a CRM group should be made in Salsa CRM.
After integrating with Salesforce, any Pre-defined or Custom Group created in Salsa has a Sync to Salesforce option.
This screen gives you a comprehensive view of this particular supporter's activities, transactions, and communications history.
These reports and graphs help you to understand how this supporter is contributing to your cause.
You may change the timeframe for the reports by selecting the last 30 or 90 days, the last year, or all time. This report section includes the following information at a glance:
- Total Amount Given through Engage
- Next Suggested Gift Amount—This includes a link to edit your global suggested gift settings.
- Total Amount Given
- Supporter Activity: Total Actions
- Total Donations Given
- Largest Donations
The activity table shows the actions that your supporter took for all time. You can filter the list based on type of activity, such as whether they submitted a Targeted Action or Fundraising form.
Click on the activity to be taken to that activity's Results tab, scrolled to the Submissions table. This table includes the following information at a glance:
- Reference Name
- Activity Type
- Date of Activity
This table shows all monetary transactions this supporter submitted for all time. Click on a transaction to see details of the transaction.
This table includes the following information at a glance:
- Transaction Name
- Fees Paid
- Deductible Amount
- Result—Whether it was charged or refunded, for example.
These graphs and tables help you to see this supporter's responses to your emails, receipts, and autoresponders over time.
This table includes the following information at a glance:
- Total [Messages] Sent to Supporter
- Supporter Messages
- Organization Averages