When you connect with a supporter outside of Givebutter, you can manually log the activity or add a note to their Contact Profile.

Add a note to the Contact Profile

  • Log in to your Givebutter Dashboard: https://dashboard.givebutter.com/

  • Navigate to the Track tab in the left side panel and click into the Contacts subtab.

  • Find the Contact you'd like to add a Note to.

  • There are three ways to add a Note to the Contact profile:

    1. If a note doesn't already exist, select Add Note + in the Contact profile.

    2. If a note already exists, select the (...) button next to the Contact profile note to edit or make additions.

    3. Select the (...) button next to the Contact name, then click Edit Details and add a note to the body of the Contact profile.

Log a call, email, note, or meeting to the Contact Timeline

  • Log in to your Givebutter Dashboard: https://dashboard.givebutter.com/

  • Navigate to the Track tab in the left side panel and click into the Contacts subtab.

  • Find the Contact you'd like to add a Timeline Activity to and select Add Event + above the Timeline.

  • Choose the Event Type in the dropdown, date, and add your note.

  • Select Add Event.

  • Whenever a Contact interacts with your Givebutter Account, information will automatically be added to the time Timeline.

  • Select the blue note icon to the right of the activity to add an additional note.


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