If you’re tracking specific information for your contacts, you’ll want to add custom fields to your donor management system. 

Once you’ve added your custom fields, you can track this information within each contact profile and use it to create useful filters and segmentations later on. A little customization now will make your fundraising easier and more effective later on.

  1. First you’ll need to click the Settings option from the main navigation menu and click Custom Fields from the sub menu.

  2. Next you’ll click the Add Field button in the upper right corner.

  3. Add the name of the custom field to the Question label box. 

  4. From the Field type menu, choose the type that matches the input (ex. if tracking number of volunteer hours, you would use a "Number" for date of volunteering, you would use "Date").

  5. If you would like to be able to use the value from this field in communications, choose "Yes" for Enable as Merge Field.

Now when you add a contact, you’ll be able to include the information for this custom field. You will also be able to create filters using the information in this merge field.

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