Givebutter

Creating and managing individual and company contacts

How to create and edit contacts

Keep track of custom contact information by adding unique fields to your contact entry form.

How to use contact custom fields

Add relationship information with our households feature

How to use contact households and relationships

Manage duplicate contacts manually, or using our automatic data checker

How to merge duplicate contacts

Tags are a powerful, lightweight way to organize your contacts in Givebutter.

How to use contact tags

Filter your contacts into focused groups, and save them as segments

How to filter contacts and save segments

There are two ways to remove contacts from your account, temporarily or permanently!

How to archive or delete contacts

See every interaction a supporter has with your organization in one place, and log the ones that happen outside of Givebutter.

How to track, log, and import contact activities

Record any emails outside of Givebutter to a contact’s activity feed by using your unique Givebutter BCC address or forwarding address.

How to log emails to a contact activity feed with BCC or forwarding address

Export contact data right from your dashboard into a neatly organized CSV.

How to export / download contact details

Learn how to generate and send annual giving statements for a single donor, or all of your supporters!

How to send end-of-year giving summaries

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

How to upload files to a contact profile

Experience the power of clean data with Data Hygiene – your database's secret weapon for keeping donor information up-to-date and accurate.

How to validate and maintain your contact data with Data Hygiene

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Contacts

Create a custom design with text, images, and links

Start a Fundraiser

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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