If you’re tracking specific information for your contacts, you’ll want to add custom fields to your donor management system. Once you’ve added your custom fields, you can track this information within each contact profile and use it to create useful filters and segmentations later on. A little customization now will make your fundraising easier and more effective later on.
- First you’ll need to choose the Settings option from the main navigation menu, and select Custom Fields from the sub menu.
- Next you’ll click the Add Field button from the top right of your screen.
- Add the name of the custom field, keeping in mind that the name you choose will need to match the column name when you import contacts. Once you’ve added this field, you’ll see an option to add a value for this field in the contacts import.
- From the Field type menu, choose Textbox and save.
Now when you add a contact, you’ll be able to include the information for this custom field.
Questions? We’re here to help! E-mail us at
donormanagement@networkforgood.com and we can go through it together.
