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Managing Contact Profiles

Effective donor management is crucial for successful fundraising. Raise More provides robust tools for managing contact profiles, allowing you to keep detailed records and personalize your outreach. This guide will walk you through managing contact profiles effectively.

Accessing contacts​

There's a couple of ways to get to or end up on a contact profile:

  1. Search: Use the search bar at the top of the main menu to find a specific contact.
  2. Lists: Click on a contact's name in a list to view their profile.
  3. Recent Contacts: The popout menu under "Contacts" in the main menu shows the last 5 most recently viewed contacts.
  4. Tags: Click on a tag to see all contacts with that tag, then click on a contact's name to view their profile.
  5. Inside the Dialer: When you're inside the dialer, you'll be viewing nearly the same thing as a regular contact profile, but with the dialer controls at the top right. You can review our guide to making calls for more information on the dialer controls.

Understanding contact profiles​

A contact profile includes:

  1. Basic Information on the left: Name, bio field, donor research text field, phone and email contact information, addresses, custom field controls, tags, and saved lists
  2. Interaction History in the middle: Notes from previous calls or emails
  3. Donation, Pledge, and Giving-to-other-committees History to the right: A record of past donations and pledges, as well as a history of giving to other federal committees

Updating information​

The editing controls are design to be straightforward. Some things to know:

  • Updates are synced in real-time across users, "google docs"-style, so you can see changes made by others immediately.
  • You cannot delete a contact. Instead, you can mark them as "Do Not Contact" or "Do Not Call" to prevent future outreach, or you can merge there into another contact via Contacts->Merge Duplicates. The reason for this is to maintain a complete record of all interactions and donations, even if a contact asks to be removed from your list. If you have run into a situation where your database has become messy, reach out to support by clicking the chat bubble in the bottom right corner of the screen or emailing support@raisemore.app

Adding Notes​

  1. In the contact profile, locate the interaction history to the center of the screen.
  2. Type in your note and click "Save Interaction".

You can also easily add a pledge amount or a call outcome in this same textbox to mark the interaction as having resulted in a pledge, or as having been the result of a phone call, respectively, even outside the dialer.

Using custom fields​

Custom fields allow you to track additional information specific to your organization.

You don't need to create custom fields organization-wide; you can add them directly to a contact profile as needed.

In a contact profile, to the lefthand near the bottom, you'll see a list of custom fields. You'll see add and remove buttons there.

Best practices​

  1. Regular Updates: Keep profiles current by updating them after every interaction.

  2. Standardization: Use consistent formatting for entries to make searching and reporting easier.

  3. Detailed Notes: Include specific details in your notes, but be mindful of privacy concerns.

  4. Data Hygiene: Regularly review and clean your database to remove duplicates and update outdated information.

  5. Historical Context: When possible, include contextual information since this data can live for years.

By effectively managing contact profiles, you create a robust foundation for personalized, effective fundraising strategies. Remember, the more accurate and detailed your contact profiles, the better you can tailor your outreach and build lasting relationships with your supporters.