Your Constituents
Create, update and add a variety of data to your Constituent records.
By Cristina1 author33 articles
Add and Edit Constituent Profiles
Everything about adding and making alterations to a constituent profile.
- Constituents: OverviewLearn how constituents are structured and organised in Donorfy.
- Salutations and Label namesLearn how Donorfy creates default salutations and label names, and how to override them for each set of contact details.
- Adding a new ConstituentLearn how to add new Constituents using various tools or manually.
- Change a Constituent's Constituent TypeLearn how you can re-categorise or correct your constituent type.
- View changes to a ConstituentReview what changes were performed to a Constituent.
- Assign a Main Contact to a Constituent ProfileAssign your point of contact from the organisation you work with.
- Allow People to Update their Permissions and PreferencesAllow supporters to manage their own details and preferences via the Self Service website widget.
- Households and Constituents that Share an AddressManage shared addresses of your Constituents.
- Preferred Address, Email and Phone NumbersLearn how Donorfy determines and displays preferred contact details based on constituent preferences.
- Constituent Photos and Profile PicturesUnderstand how images can be associated with a constituent.
Communication Preferences
Everything about communication Preferences.
- GDPR in Donorfy: OverviewUnderstand how Donorfy supports GDPR compliance.
- Include a Preference Update Link in an EmailAllow supporters to update their contact details and communication preferences.
- List Communication Preference UpdatesCreate lists in Donorfy to track supporters who updated their communication preferences and identify those who have not yet done so.
Non-Financial Items in the Constituent Timeline
Explore what items you can add to a Constituent Timeline.
- Add Activities to the TimelineAdd activities to your Timeline to show your interactions with Constituents.
- Send Task NotificationsNotify your team members about the tasks assigned.
- View TasksLearn to keep track of the tasks currently assigned to you.
- Mark a Task as CompletedComplete your work by clearing your tasks.
- Task Reminder EmailLearn how you can be reminded about overdue tasks.
- Set Alerts for ActivitiesRaise alerts about a Constituent's preference or needs.
- Send One Off Letters and EmailsLearn how to send documents via Donorfy.
- Timeline Document UploadExplore attaching documents to a Timeline Activity.
- Connect Timeline Entries to Other ConstituentsLearn to make connections between Constituents and Timeline entries.
Manage your Constituents
Find details on merging two (or more) constituent profiles and deleting a constituent.
- Archive and Delete ConstituentsArchive your constituents if you wish to bring them back in the future or delete them to completely remove.
- Merge ConstituentsMerge duplicate records to maintain an accurate version of each constituent.
- Un-merge ConstituentsLearn how to reinstate a merged Constituent profile.