Supporter & Member Management

How to manage your donor and customer records.

Josh Bloomfield avatar Daniele Ramdial avatar Kimberly A avatar +2
24 articles in this collection
Written by Josh Bloomfield, Daniele Ramdial, Kimberly A and 2 others

Merge Support Accounts: "The email is already in use by another supporter." Error

Learn how to resolve the "The email is already in use by another supporter." after merging accounts.
Kimberly A avatar
Written by Kimberly A
Updated over a week ago

How to Archive a Supporter

Quick guide on how to archive a supporter
Kimberly A avatar
Written by Kimberly A
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.
Kimberly A avatar
Written by Kimberly A
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.
Adam Volpe avatar
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
Daniele Ramdial avatar
Written by Daniele Ramdial
Updated over a week ago

Can supporters see their past giving history that's in DonorPerfect?

Adam Volpe avatar
Written by Adam Volpe
Updated over a week ago

Supporter Impact

What's primary and secondary supporter impact?
Daniele Ramdial avatar
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.
Josh Bloomfield avatar
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.
Josh Bloomfield avatar
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.
Josh Bloomfield avatar
Written by Josh Bloomfield
Updated over a week ago
Memberships

How to Show a Members Membership Level in the Donor Portal

Toggle on Show in 'My Profile' to make the membership level visible in the Donor Portal
Kimberly A avatar
Written by Kimberly A
Updated over a week ago

How to see Membership Expiry in the Point of Sale (POS)

See when a membership will expire in the Givecloud Point of Sale (POS)
Kimberly A avatar
Written by Kimberly A
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.
Kimberly A avatar
Written by Kimberly A
Updated over a week ago

Groups & Memberships

Organize your supporters into meaningful groups or membership levels.
Josh Bloomfield avatar
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.
Kimberly A avatar
Written by Kimberly A
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.
Adam Volpe avatar
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.
Adam Volpe avatar
Written by Adam Volpe
Updated over a week ago

Membership // Group Sign-up Forms

Create a Group // Membership Sign-up Form
Kimberly A avatar
Written by Kimberly A
Updated over a week ago

Members Report

Use the Members Report to report on your memberships
Adam Volpe avatar
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.
Kimberly A avatar
Written by Kimberly A
Updated over a week ago