Supporter Groups

Groups are a way for you to organize your supporters in REACH by various characteristics, activity, interests, involvement, etc. For example, if you have a number of supporters that belong to a specific church, you can create a Group with the church name and then add those supporters to the Church Group. 

Some other examples might include:

  • Volunteer
  • Mission Trip Interest
  • Churches Visited
  • School Name
  • New Sponsors from ______ event

To create a Group:

  • Go to the Supporters > Groups
  • Enter a Group title, and add a description if desired
  • Click the green Create button.

Once the group is created, you can add a Supporter to a Group one of two ways:

  • Go to Supporters > Groups
  • Next to the Group you want to add to, click Actions > View Supporters
  • Next to Add Supporter to Group, click New
    • Click on the Existing button if the Supporter is already in your system and you wish to add them to the Group. To do so, simply type in their name and from the auto-filled search, choose the Supporter and click Add.
    • Click on the New button to add a new Supporter. Type in their information and click Add.
  • All Supporters included in the Group are listed at the bottom of the page
    -OR-
  • from a Supporter record, click the Actions button and select Edit
  • Click the Groups tab
  • Click Attach to Group, select the Group, and Save Changes.
    • Note: Multiple groups can be selected for a supporter.

Tip: You can also add new sponsors to a group automatically. Under Account Rules, click the Sponsorships tab. Next to “Automatically add new sponsors to a group” select the group from the dropdown, then click Save Changes. This will give you an efficient and convenient way to view and communicate to new sponsors.

Once groups are created and supporters are added, you can click on Actions to View Supporters, Edit, Export, create a New E-Mailing to the Supporters in the Group or Delete the group.

A Supporter can belong to more than one group, and the groups they are a part of display on the Groups tab of their supporter record.  

Tags:

Was this article helpful?

Previous Article

Onboarding Supporters

Next Article

Supporter Segments