Track (free donor management)

Track transactions, manage recurring plans, and build relationships

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15 articles in this collection
Written by Solaris, Sunny, Rebecca and 2 others
Contacts

How to merge duplicate Contacts

Managing duplicate Contacts with our automatic data checker.
Alyssa avatar
Written by Alyssa
Updated over a week ago

How to create, add, and remove Contact tags

Tags are a powerful, lightweight way to organize your Contacts in Givebutter.
Alyssa avatar
Written by Alyssa
Updated over a week ago

How to Filter Contacts and save Segments

Add tons of Filters to your Contacts and save your favorite Filters into Segments.
Solaris avatar
Written by Solaris
Updated over a week ago

How to manually add and manage Contact Events

Learn to manually log events and notes in a sophisticated way to track supporter interactions inside Givebutter.
Solaris avatar
Written by Solaris
Updated over a week ago

How to log emails to a Contact timeline with BCC or forwarding address

Record any emails outside of Givebutter to a Contact’s timeline by using your unique Givebutter BCC address or forwarding address.
Solaris avatar
Written by Solaris
Updated over a week ago

How to import Contacts

Enjoy the convenience of having all your Contacts in one place; simply upload a CSV, copy and paste, or type directly into the import table.
Rebecca avatar
Written by Rebecca
Updated over a week ago

How to export/download Contact details

Export Contact data right from your dashboard into a neatly organized CSV.
Lyla avatar
Written by Lyla
Updated over a week ago

How to generate and send End-of-Year Giving Reports to your donors

Follow these instructions to create and distribute individual donor year-end statements by PDF or sharable link.
Rebecca avatar
Written by Rebecca
Updated over a week ago