Effective contact management is crucial to the success of every organization. Givebacks' Contacts module allows you to manage your supporters, including all your members, customers, donors, and other contacts. You can also create properties to track specific details about your contacts and lists for targeted communication.
There are three sections in the Contact module:
All Contacts
Properties
Lists
All Contacts
To view all your contacts, go to Contacts and select All Contacts.
Contact Table
The table contains a list of all your contacts along with key contact information.
Contact - The contact's first and last name and email address.
Phone Number - The contact's phone number, if available.
Current Member - A check mark indicates the contact is a current year member of the organization.
Volume this Year - Revenue from all store purchases and donations for the current school year.
Lifetime Volume - Lifetime revenue from store purchases, donations, and Shop to Give earnings.
# Cards on File - The number of credit cards linked to their Givebacks account.
Extensions - Chrome extension on the computer and/or Safari on an Apple mobile device are enabled.
Raised by Shop to Give - Lifetime Shop to Give earnings for this cause.
Address - Street address
City
State
Click the three dots next to a contact to:
View Profile
Add to a List
Edit Property Values
Remove from Cause
Add Contacts
Click the Add Contacts button to add new contacts manually, one at a time, or through an import.
Actions
Check the box next to one or more contacts and use the Actions button to:
Add to Lists
Edit Property Values
Remove from Cause
Filters
You can filter your list by name, email, email status, membership status, lists, whether the contact made a purchase or donation this year, and properties.
Export
Your complete or filtered Contact list can be exported to a .csv file for use offline.
Properties
You can use properties to keep track of additional information about the people involved in your organization. For example, ask people to record if they are interested in volunteering. Administrators can also record information, such as designating individuals who do not wish to be contacted.
Lists
Admins can create lists to group contacts together. Lists can then be used to send targeted communications.
There are two types of lists:
Manual - A fixed set of contacts that only updates when manually edited. You can add people or allow join requests.
Dynamic - A set of contacts that automatically updates based on set filters, keeping contacts relevant without manual edits.
Questions? Click the "?" icon to contact Givebacks Support.