How-to: Navigate the Donor Profile
Keeping track of your donors and engaging with them on a regular basis is critical to building long-term donor relationships. These relationships are important to your organization because they often produce recurring donations and income you can count on year after year.
But how do you use Donorbox to do all of this? With donor profiles, of course! From viewing giving history to recording communications to editing contact information, and so much more, there is a lot you can accomplish within Donorbox’s donor profiles, and we'll cover it all in this lesson.
What is a donor profile?
Donor profiles compile all of the information about a supporter into one place, including contact information, giving history, and beyond. They can be accessed by organizations and the donors themselves, but Donorbox has different functions for each.
With Donorbox, organizations can use donor profiles as a way to see the communications and donation history of each of their supporters, plus view or change donor details.
For donors, logging in to their Donorbox donor profile gives them access to their account information and giving history (with all Donorbox organizations), the ability to add or change recurring donations, and more.
We'll focus on what you as an organization can do with your donor profiles in this lesson.
How to use the Donorbox donor profile – for organizations
1. Accessing your account
To log in to your Donorbox dashboard as an organization, go here and type in your username and password.
2. Supporter overview
Once you log in, head to the left-hand sidebar and select ‘Supporters.’ Here, you’ll see a full list of your donors, as well as helpful data points, such as overall stats and additional details for each gift.
You can also search for a specific supporter, export information, and filter the data as needed.
3. Individual donor profile
To open an individual donor profile, click on either the first name or last name of the supporter you wish to view.
Within the profile, you can see and edit information and notes for each donor. You can also view their giving and ticket-buying history, as well as recurring donation plans.
You also have the ability to merge records of duplicate donors in the ‘Merged Records’ tab, as well as view any changes you or the supporter have made to their profile in the ‘Change Logs’ tab. And you can block a donor in the ‘Security’ tab.
4. Updating basic information and notes
To change the information listed in the donor’s ‘Basic Info’, click the ‘Edit’ button in the ‘Basic Info’ section. Some of this information, including nickname, education, and religion, can also be found in the ‘Personal’ tab below. You can click ‘Edit’ and add details or update anything you like.
Immediately below the ‘Basic Info’ section is ‘Supporter Notes’ – this is where you can keep track of any additional donor information, such as family members and interests.
Pro tip: Keeping track of supporter notes, and referencing them before having a conversation with your donor, can show how much you care about their support and help you form a better long-term connection.
5. Viewing and adding donations
In the ‘Donations’ tab, find all of the details of each gift the supporter has ever made to your organization. This includes the date and time, the campaign, the donation type, the payment method, and the amount.
In this tab, you can also add an offline donation to this donor’s profile. Click the orange ‘+ Add Donation’ button and follow the steps!
6. Viewing recurring plans
Click on the ‘Recurring Plans’ tab to see additional details for each of the selected donor’s recurring donations for your organization, including when each recurring plan started, if the plan is active, the type of recurring gift (weekly, monthly, etc.), the amount, and more.
7. Using communications
The ‘Communications’ tab enables you to track all contact with your donors across your organization.
To add a new communication, simply click on the ‘Record Communication’ tab and fill out the information fields provided. You can select the direction of the communication – whether it was inbound, outbound, or a general note – as well as the channel (Facebook, email, phone call, text, letter, etc.).
8. Donor moments
Speaking of communication – another tool Donorbox offers our organizations is Moments. To use it, go to the left-hand sidebar and select ‘Moments’ under 'Engage'.
Here, you can track the times when donor engagement is most critical. You’ll not only find the date and donor name associated with the moment but also a countdown before the moment passes. You can contact the donor to act on this moment, record the communication on Donorbox ‘Communications’ tab, or remove the moment from this page.
There are six types of moments available – filter them in the drop-down menu labeled ‘All Types.’ They include Recurring Canceled, First Year Anniversary, First One-Time Donation, Plan Amount Increased, New Address, and New Phone.
New Address and New Phone will alert you when an existing donor makes a gift using an address or phone number that does not match the contact information listed on their profile. You have the option to click 'Update' and automatically update the info in the system or choose 'Dismiss' to ignore the change.
Pro tip: If you need to walk your donors through their own profile, or want to learn what they'll be seeing when they log in, check out this great resource.