'Donor Management' was created with standard fields common to most donors and donations such as contact details, date of birth, donation amount, and donation date.
However, there are times when you may want to track information specific to your organization. You can track this internally using custom fields, which can be found on contact or donation records.
You can also create custom fields based on custom questions on your Everyday Giving Pages to help track donor information.
Additionally, some information fields within 'Donor Management' can be used as merge fields, which allow you to further personalize your communications by including individualized details about each donor.
Step 1: Navigate to 'Settings'
You can create custom fields that do not exist within 'Donor Management' for more accurate outreach, personalization, and segmentation.
Examples of custom fields include:
cause or program affiliation
relationship
motivation
From your 'Donor Management' Dashboard, click the 'Settings' tab on the left navigation panel and then click 'Custom Fields'.
Note: You cannot create custom fields without having proper admin-level access to 'Donor Management'. You can learn more about admin account levels here.
Step 2: Choose a custom field type
Click on the tab for the type of custom field you want to create - 'Contact' or 'Donation'.
'Contact Custom Fields' - appear on each contact record and are most commonly used to track information about a specific donor
'Donation Custom Fields' - appear on each donation record and are most commonly used to track information about specific donations
When you have selected the custom field type, click the 'Add Field' button in the upper right of the page.
Step 3: Create your custom field
On the 'Add Field' page, label your field under 'Question Label', select the 'Field Type', and add 'Help Text' if you like.
You can scroll down and choose to make this a required field on your form and whether it should be saved as a 'Merge Field'.
Once finished, click the 'Save & Exit' button or 'Save & Add Another'.
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