Supporter Groups let you organize supporters by characteristics such as interests, activity, involvement, or affiliation. This feature is available on Essentials, Pro, and Pro Plus plans.

See Also: Organization and Segmentation Overview – Learn when to use Supporter Groups, Segments or Relationships.

Overview#

• Supporters can belong to multiple groups
• Group memberships are visible in the Groups box on a Supporter’s profile
• Common Examples:
  • Volunteers
  • Mission Trip Interest
  • Event Registrants
  • Fundraisers (Campaign Starters)
  • New Supporters / New Sponsors
  • Donors from a certain location or above a certain amount

Creating a Group#

• Go to the Supporters > Groups
• Click + Add Group
• Enter a Group title and optional description
• Click Create

Adding Supporters to a Group#

Automatically Add All New Sponsors#

• Go to Account Rules > Sponsorships
• Under “Automatically add new sponsors to a group,” select a group from the dropdown
• Click Save Changes

Admin Automations#

Automatically assign supporters to groups when they perform specific actions:

• Go to Data Setup > Automations
• Create an Admin Automation with your desired trigger (e.g., starts a campaign, registers for an event, donates over a certain amount, updates contact info, sponsors a specific type)

For more help, see our Admin Automations article.

Note: These settings do not apply retroactively. To include supporters in the Supporter Group before the automation is active, use one of the other Add to Group options listed in this article. Most often, clients generate a report to filter the supporters, and then add those selected supporters to a group directly from the report.

From the Groups Module#

• Go to Supporters > Groups
• Next to the desired group, click Actions > View Supporters
• Under Add Supporter to Group:
  • Click Existing to search and add a supporter.
  • Click New to manually create and add a supporter.

From a Supporter Record#

• Open the supporter’s profile
• Click Actions > Edit
• Go to the Groups tab
• Click Attach to Group, select the group, and Save Changes.

Supporters can be part of multiple groups.

From a Supporter Import#

1. Create the group under Supporters > Groups
2. Go to Data Setup > Data Import/Export > Imports
3. Download the Supporter Import Template
4. In the CSV:
   • Add supporter permalinks in the supporter_permalink column
   • Add the group permalink in the groups column
5. Re-upload the file, selecting Supporters as the import type

Note: Supporters are added immediately, but the index count may take up to an hour to update.

From a Report#

• Run a Supporter Report
• Select supporters using checkboxes or click All
• Click + Add Supporters to Group
• Choose an existing group or create a new one, then click Add Supporters

From a Campaign#

• Create the group first
• While creating or editing a campaign, select the group from the Group dropdown
• Supporters who donates to the campaign will be added to the group

Managing Groups#

From Supporters > Groups, click on the group name or Actions to:

• View Supporters
• Edit Group Details
• Export Supporter Data
• Send Email to Group
• Delete the Group