How to use contact events

Track supporter interactions by logging contact events such as emails and phone calls or adding notes

Sunny avatar
Written by Sunny
Updated over a week ago

When you connect with a supporter outside of Givebutter, you can manually log the event or add a note to their contact profile.

How to manually log an event to a contact's profile

  • Log in to your Givebutter Dashboard.

  • Go to the Contacts tab.

  • Find the contact you want to log an event for by using the search bar at the top of the page.

    search field for contacts
  • Click on the contact.

  • Click the blue plus button on the right-hand side of the page

    an arrow points to the blue plus button
  • Select which type of event you want to add to the contact's timeline

    • Choices are: note, email, or phone call

  • Fill in the details and click Add Event

Managing contact events

Whenever a contact interacts with your Givebutter account, that information will automatically be added to their timeline. This includes Engage emails and SMS, BCC'd or forwarded emails, recurring donations, imports, and ticket purchases!

  • View, edit or delete a contact event

    • Select the arrow icon to the right of the event to expand the event and view the details.

    • Manually entered events can be edited or deleted.

    • Direct interaction events (such as joining a campaign as a team member or giving a donation) can be viewed and have notes added to them, but not edited or deleted.

manual and direct event examples
  • Reassign an event

    • If an event was incorrectly added to a contact, you can also move an event to a different contact. Click the (...) beside the event. Search for a different contact in the popup box, and reassign the event to a different contact.

incorrect contact assignment example
assign transaction screen
corrected event assignment

👉 Note: only manually added contact events can be reassigned to a different contact.

Related Content:

Did this answer your question?