Click Patron Management > Contacts to view and manage patrons that have been added to your contacts list - either via purchase through our system, through uploading, or created within the dashboard
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At the top of the Contacts page you can search for contacts, upload a list of new contacts, create a single new contact, and see a report overview across all of the contacts in your list

To create a new contact, click Create New Contact

Fill in the First name, Last name, and email fields and click Create to add the new contact

To search for a contact, click Search contact and type in the first name, last name or email address

A list of matching contacts will appear as you type. Click a contact from the dropdown to open the contact page for that patron

The redesigned patron profile page has a number of tabs that display all of the information formerly found on the patron profile, plus a few new extra features. This is the Overview page - it has information on the contact's history, and information about the patron.

On the top right corner of this page, you can directly email the patron. Click Email to open up the modal.

The From/Reply to email set here is the organization's primary contact email address. You can enter a unique subject line and body of the email. When your message is complete click Send Email and the email will be sent to the patron's inbox.

Below the Contact Details, you can see their Metrics Overview and any segments the patron belongs to.

Click on the Contact Info tab to review emails, addresses, phone numbers, and preferred communication methods.

Here you can make updates as needed and click Save to save your changes

Note: Editing the primary email address may require merging contacts if a duplicate is detected.

The contact logs tab can log interactions with a patron in person or via phone. It will also log automated system actions.

Click on Add New to Log add a new entry into the contact log

On the dropdown, the three options you can select are in-person, phone call, and email. In-person and phone call will allow you to write a subject and details of the interaction. If you choose email, you will be able to send an email directly to the patron through the system.

Click on the Actions dots, then View log to view previous interactions.

In this modal, you will see all details of the entry. If the entry is an email, you will not be able to edit this entry.

If the entry is a phone call or in-person interaction, you will be able to edit any details you wish. Click 'Save' to save the update.

On the Giving tab, you can see all of the patron's donation history

Click View to see the order details page for the donation

You can also manage recurring donations on the patron's behalf using the Actions menu

The Orders tab contains the date, confirmation code, and order details for any order associated with the patron's profile. The items column will show whether the order placed was a donation, a ticket purchase, a fundraiser contribution, or a combination of items.

Click View Order to view the order details page and manage the order.

Back on the main Contacts page under Patron Management, the next section is the Playbook which shows relevant plays for your patrons and a note about automated promotional announcements.

The last section on this page is the Contact List table

This table has three tabs to help manage contacts in one place

Contacts

The Contacts tab shows the first name, last name, email address, created date (when the contact was added in your dashboard), Tags, Households, and Actions for all of your contacts.

Click the patron's first or last name or View Contact in the actions column to open the patron's contact page

Payment Failures

The Payment Failures tab will show any issues with recurring donations

If there are new payment failures, the tab will show a red dot indicator

Potential Duplicates

The Potential Duplicates tab will show you any contacts that might be duplicates and give you the option to manage those matches on the Contacts page.

Potential Duplicates are surfaced based on a shared address and/or phone number then last name and first name matches. Nicknames like "Bob" and "Liz" will match with full names like "Robert" and "Elizabeth". Potential duplicates will also be suggested for common typos like "Micahel" for "Michael".

You can merge duplicates into one, keeping their combined order history in one contact by clicking Merge in the Actions menu column for that pair.

Clicking Merge will open the Merge Records process

Click Dismiss on a row to permanently remove the potential duplicate from this list

You will be prompted to confirm dismissing the pair