Go to Contacts, then All Contacts to edit contact information, add contacts manually, import contacts, and use filters.
Edit Contacts
You can edit a contact's information by clicking on their name to open their profile. Then click Edit Information to change or add information. If the contact has already claimed their account (indicated by the blue circle with the check mark by their name), you will not be able to edit their information. The contact will need to manage their account through their profile in the Givebacks app.
Check out this article for more information on editing contacts: How do I edit contacts?
Add Contacts
You can manually add Contacts one at a time using these steps.
Click the blue Add Contact button and select Add New Contact.
Enter the contact's information. The First Name, Last Name, and Email address are required. You can also add the contact to any existing lists.
You can choose Add a Personalized Message by clicking the down arrow.
Note: If the contact is new to the organization, they will receive a notification email even if you don't add a message.
Click Add Contact.
Import Contacts
You can import contacts using these steps.
Click the blue Add Contact button and select Update New from CSV.
Click Sample Contacts CSV Template to download the template.
Fill out the template without changing the header row. Save as a .csv file.
Notes:
First Name, Last Name, and Email are required.
Phone number is optional, but required to receive text messages.
Lists must be entered exactly as titled on the Lists page. Multiple lists can be added with a comma separating them.
The template is customized to show the List and Property Options. Use the data in row 2 as a guide for the formatting of those fields. Do not include that row in your final import.
Upload the completed template by clicking the blue Add Contact button and selecting Update New from CSV. Click Select File.
Check out this article for more details on Importing Contacts: How Do I Import Contacts?
Filter Contacts
To filter your contacts, click the Filters button. You will have the option to filter on Name, Email, Email Status, Membership Status, Lists, Donated this Year, and Made a Purchase this Year.
You can export your filtered list by clicking the Download/Export icon.
Questions? Click the "?" icon to contact Givebacks Support.