The Supporter Module in REACH gives you the ability to manage a supporter’s donations, sponsorships and communications.
As defined in our REACH Glossary, a Supporter is an overall term used for anyone who supports your organization. This person could donate, sponsor a child, attend your events, volunteer, etc. A Sponsor is considered one type of Supporter.
From the Supporter Module, you can view a list of all Supporters and sort by Last Name, First Name, Organization, PermaLink, Supporter Since.
From the Search field, you can search for a Supporter by Name, Email or Address. You can also Select a Tag to search (Refer to the Supporters sections in our Tags article to learn more).
By clicking the Search All Fields box, you can also search by address, phone, and other custom field information you have created. To display all Supporters after a search, click the Clear Search button.
To create a new supporter click the green New Supporter button.
Click the top Actions button to Resolve Duplicates or Export your Supporters List.
Click the Action button next to a supporter to Edit, Add a Note, Reset a Supporter’s Password or Update their Payment Information.
Click on a Supporter name to view the supporter record Details, Donations History, Sponsorship History and Activity.
A supporter can be Deleted only if they have no sponsorship or donation history. The Delete option is available only if that is the case.
Quick Tip: Worried about duplicate entries? Only one supporter record per email address is allowed. If you enter an existing email into the Email field on the New Supporter form, a New Supporter will NOT be created. Instead, once you click the Create button, you will be taken to the Supporter Page belonging to the email address and will see the message: “Email has already been used with this supporter.”
If you are using a combined name for a supporter (example: Chris and Laura as a first name) we recommend using the same formatting for each instance. For REACH system purposes, it does not matter if you use (and, or & or _ to separate the names) however, just be consistent in each instance and do not use a Tab.
If a Supporter has more than one phone number or address, you can add the information under the Contact Methods tab. When adding a phone number or address, you must select one entry to be the Primary. Each entry must also include a Type.
A REACH admin can send an email to a Supporter from their record. To do so, go into the Supporter’s record, click on the Actions button and then click Email.
Next, let’s learn about an individual’s supporter’s record.
Watch our Managing and Grouping Your Supporters Webinar to learn the many ways REACH offers to group and segment your supporters. You’ll leave with a better understanding of how to keep your supporter data clean, how to merge any duplicate records and how to find and generate the data you need.
Visit our Webinars page to register for upcoming webinars.