Adding and Editing a Constituent Profile
All about adding and making alterations to a constituent profile
-
Constituents - overview
Constituents are the people and organisations in your database. Constituents are classified by a Constituent Type. Constituent Types can be flagged as Groups - meaning they are organisations of some sort, and display slightly differently in Donorf...
-
Adding a new Constituent
There are a number of ways to add a new Constituent to your Donorfy, these are: Manually adding a constituent Updating Constituents using the File Uploader via the API (Professional Plan only) Online Forms (Donorfy Forms) However, here we’ll foc...
-
Salutation & Label Names
A constituent's salutation is used at the start of a letter or email - e.g. Dear John, label name is used at the top of an address e.g. Mr John Smith Donorfy will use a default salutation and label names using the name information available as f...
-
Preferred Address, Email & Phone Numbers
Preferred addresses are set within your Constituent Preference Centre under the preferred Channel setting, and allows you to respect a constituent’s wishes by staying in contact with them by their preferred way. Depending on the data within the...
-
Assigning a Main Contact to a Constituent Profile
For organisational constituent profiles, you can assign a Main Contact. This could be someone who you have the most contact with, your point of contact, or perhaps the CEO - it all depends on how you are using your data. To assign the Main Contac...
-
Households and Constituents that Share an Address
If you have records for constituents that share an address - e.g. for a household or a company - you can manage this in Donorfy as follows The address should be entered against one of the constituents in the normal way - for individuals this wou...
-
Changing a Constituent's Constituent Type
There may be instances where a Constituent has been added to your Donorfy incorrectly, perhaps an Organisation was added as an Individual or a Trust added as a Charity, or there has been an internal re-categorisation of Constituent Types. The cha...
-
Viewing changes to a Constituent
If you are an Administrator in your Donorfy you can See the changes to a Constituent on the Change Log, see details below, or Create a change log list Note that the change log typically contains the details of changes made in the last 12 months ...
-
Allowing People to Update their Permissions and Preferences
This feature is only available with the Donorfy Professional plan. It allows you to add a 'Self Service' widget on your web site to allow people to request a link to allow your donors and supporters to update their communication preferences thems...