Introduction
This is a significant step forward for your organization! We’ve launched an innovative system designed to make donor management and communication simpler, smarter, and more meaningful.
The system automatically centralizes donor data, allowing you to deeply understand your audience, create personalized target groups, and build focused email campaigns quickly and easily. This tool isn't just about efficiency; it's about deepening your relationship with donors, fostering loyalty, and building a strong, lasting base of supporters.
What Will We Learn Here?
In this guide, we will go over the initial steps to get you up and running smoothly—from logging in and understanding the workspace to mastering the daily actions every organization needs to know.
Steps
1. Logging into the CRM
Accessing the system is done through your dashboard.
Log in to the Organization Area (your personal dashboard).
In the side menu, click on CRM.
2. The "Contacts" Page Overview
Once logged in, you will be redirected to the "Contacts" page.
Automatic Sync: Donor details from your various Jgive campaigns will appear here automatically.
New Accounts: If your organization hasn't received donations yet, this page will be empty. Contacts will be added automatically as donations come in, or you can add them manually.
The Data: The table displays donor details and their donation history (amounts, dates, etc.).
3. Key Actions on the Contacts Page
Here is what you can do on this screen:
Search for a Contact: Use the search bar to find specific donors quickly.
Import and Export:
Import: If your contacts exist outside the system, you can easily import them via a concentrated file.
Export (Download): You can download your contact list at any time for backup, updates, or external use.
Add a Contact: Use the "Add Contact" button to manually enter a new donor into the system.
Filter Contacts: Use the filter options to sort donors (e.g., by donation amount, date, etc.).
Tip: You can later save these filters as a segment.
A window will open allowing you to define rules:
Attribute: Choose what to filter by (e.g., Donation Sum).
Operator: Choose the logic (e.g., "Greater than").
Value: Enter the specific criteria.
Create Segments:
After applying a filter, a new button will appear: "Save as segment". This allows you to save this specific group for future email campaigns.
Manage Target Audiences:
Clicking the "Segments" button will display all the groups you have created. Here you can also edit or delete existing groups.
Summary
The new CRM is your hub for donor management. It automatically pulls data from your campaigns, allows for manual imports, and provides powerful filtering tools to create "Target Audiences." These features set the foundation for smart, segmented communication with your supporters.