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How to upload files to a contact profile

Add documents, images, and spreadsheets to individual contact profiles to save and organize information.

Written by Alyssa

➕ This feature is only available to Givebutter Plus users.

Givebutter Plus is a paid subscription service that gives you access to buttery advanced features to help you raise more. Read more about Givebutter Plus →

Easily collect and store essential documents like liability waivers, sponsorship forms, branding assets, and participant content, all within your dashboard.

You can upload files directly to a contact profile or as part of the contact creation process using custom fields. Over a dozen file formats are supported, so you can conveniently upload documents, images, and spreadsheets.

Files uploaded to contact profiles during a Givebutter Plus trial will be removed after the trial has ended. Upgrade to Givebutter Plus to retain files permanently.

Supported file types 📁

  • Image formats:

    • jpeg – Commonly used for photos

    • png – Good for images with transparency

    • svg – Scalable vector graphics, ideal for logos and illustrations

  • Document formats:

    • pdf – Portable documents, suitable for sharing and preserving formatting

    • doc/docx – Microsoft Word documents

    • pptx – Microsoft PowerPoint presentations

    • rtf – Rich text format, supports various text styles

  • Data formats:

    • csv – Simple text format for spreadsheets and databases

    • xlsx – Microsoft Excel spreadsheets

    • text – Plain text files

Files have a limit of 5MB per file.

Add a file to a contact profile 👤

To add a file upload directly to a contact's profile:

  • Navigate to a specific contact's page, and click on the Attachments tab.

  • Click Upload file to add a new file. Each file must be 5MB or under, and you can add as many files as you like.

Add a file via custom field 📝

You can also upload files to contacts using contact custom fields. This allows you to conveniently upload files during the contact creation process.

  • On your Contacts page, click the three dots [...] and select Custom fields.

  • Click New field to create a new contact custom field.

  • Select the File option, add a title, and an optional description. To include this field when creating a new contact, click the Show when creating a new contact toggle.

file custom field
  • When you add a new contact, the option to upload a file will appear. If you add a file, it must be under 5MB.

upload to new contact

If you want your contacts to upload their own documents or files, you can also configure a per-ticket custom field that includes a file upload. (Campaign-level file uploads are also available with Givebutter Plus.)

Accessing files 👀

Files uploaded to a contact profile will be saved in the Attachments tab.

  • Click the eyeball icon to view the file in a new browser window.

  • Click the download icon to download a copy of the file to your computer.

Rename or delete ❌

  • To rename a file attachment, click the pencil icon.

  • To delete a file, click the trash icon.

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