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Supporter & Member Management
Supporter & Member Management
How to manage your donor and customer records.
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21 articles in this collection
Written by
Josh Bloomfield,
Daniele Ramdial,
Kimberly Arcand
and 1 other
How to Archive a Supporter
Quick guide on how to archive a supporter
Written by
Kimberly Arcand
Updated over a week ago
Supporters - How to Manage and Report on Supporters
Givecloud offers a wide range of filters to help with managing and reporting on your supporters.
Written by
Kimberly Arcand
Updated over a week ago
Donor Portal
Allow your supporters to manage their profile and giving so you and your team can stay focused on fundraising and awareness.
Written by
Adam Volpe
Updated over a week ago
How do I update a supporter's profile in Givecloud from their donor record in DonorPerfect?
If you're making updates to donor records directly in DonorPerfect, you'll want those updates synced to the supporter's profile in Givecloud
Written by
Daniele Ramdial
Updated over a week ago
Can supporters see their past giving history that's in DonorPerfect?
Written by
Adam Volpe
Updated over a week ago
Supporter Impact
What's primary and secondary supporter impact?
Written by
Daniele Ramdial
Updated over a week ago
Supporter Acquisition Tracking
Givecloud collects data points to help you understand how you are acquiring your donations.
Written by
Josh Bloomfield
Updated over a week ago
Referral Sources
"How did you hear about us?" Track how people are finding your organization to help determine your most successful acquisition channels.
Written by
Josh Bloomfield
Updated over a week ago
Supporter Loyalty using NPS®
"How likely are you to recommend us?" Report on the loyalty of your supporters to help identify opportunities for improvement.
Written by
Josh Bloomfield
Updated over a week ago
Memberships
How to see Membership Expiry in the Point of Sale (POS)
See when a membership will expire in the Givecloud Point of Sale (POS)
Written by
Kimberly Arcand
Updated over a week ago
How to Edit a Supporter's Membership Start and End Date
Edit a supporter's membership start or end date through the Supporter Account on the Givecloud Admin.
Written by
Kimberly Arcand
Updated over a week ago
Groups & Memberships
Organize your supporters into meaningful groups or membership levels.
Written by
Josh Bloomfield
Updated over a week ago
How to remove a membership level from a supporter profile
Easily edit and remove membership levels from a member profile on Givecloud.
Written by
Kimberly Arcand
Updated over a week ago
Creating a Membership - Step by Step
A walkthrough on how to set up a membership and what each setting is does.
Written by
Adam Volpe
Updated over a week ago
Automating Membership through Item Purchase
How to create a membership item that once purchased, the donor will be added to a membership/group.
Written by
Adam Volpe
Updated over a week ago
Membership // Group Sign-up Forms
Create a Group // Membership Sign-up Form
Written by
Kimberly Arcand
Updated over a week ago
Members Report
Use the Members Report to report on your memberships
Written by
Adam Volpe
Updated over a week ago
Add Secure Content to a Membership
Give your memberships special access to unique content and information with Secure Content and Memberships.
Written by
Kimberly Arcand
Updated over a week ago
Frequently Asked Questions
How do I keep track of supporter types?
Differentiating between organizations and individuals who are contributing to your organization
Written by
Daniele Ramdial
Updated over a week ago
How to keep track of a supporter's title? (Mr. / Mrs.)
Written by
Daniele Ramdial
Updated over a week ago
How do I merge two supporter profiles?
How to consolidate profiles when a supporter has created multiple.
Written by
Josh Bloomfield
Updated over a week ago