Supporter & Member Management

How to manage your donor and customer records.

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17 articles in this collection
Written by Josh Bloomfield, Daniele Ramdial, Hayley Killalea and 1 other

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 own profile and giving so you and your team can stay focused on fundraising and awareness.

Written by Hayley Killalea
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 Hayley Killalea
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

Groups & Memberships

Organize your supporters into meaningful groups or membership levels.

Written by Josh Bloomfield
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 Hayley Killalea
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 Hayley Killalea
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 Hayley Killalea
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