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Standard Fields for Contacts (Platinum Plan)

Available Patron Contact Fields available in OTS Platform

Updated over a week ago


👟Walkthrough

Standard contact fields give you a fully-rounded view of patrons, helping you tailor communications, track engagement, and enhance service quality. With fields covering donation history, personal info (like birthdays and preferred names), contact preferences, and interaction logs, you'll have everything you need to build stronger relationships.

Patron Contact Details - Available Fields

  • Summary

    • Contact Since

    • Source

    • Recurring Donor

    • Total Donated

    • Total items

  • Personal Info

    • Full Name

    • Preferred Name

    • Pronouns

    • Birthday

  • Contact Info

    • Email

    • Mailing Address

    • Cell Phone

    • Home Phone

    • Preferred Contact

  • Contact Logs

    • Date

    • Type

    • Subject

  • Contact Orders

    • Date

    • Confirmation

Resources:

  • Create Email

    • From / Reply to

    • Subject

    • Copy

    • Contact Type (reminder, follow up, etc.)

  • Log Contact

    • Subject

    • Detail Notes

    • Contact Type (reminder, follow up, etc.)

🚀 Upgrade to Access This Feature! This one’s only available on the Platinum Plan. Don’t miss out—contact your account manager to unlock it today! See what’s included ›

🎓 Recap

The Platinum Plan offers a comprehensive set of default contact fields, including:

  • Summary data: contact date, source, donation history

  • Personal info: full/preferred name, pronouns, birthday

  • Contact info: emails, mailing address, phone numbers, and preferred contact method

  • Interaction logs and order history

These fields are automatically included in patron profiles—no setup needed.


🚀 Best Practices

  • Explore key fields like donor totals and contact logs to guide outreach strategies.

  • Keep personal info current (e.g., pronouns, birthdays) for personalized interactions.

  • Log every patron touchpoint—calls, emails, and in-person notes—for deeper context in future interactions.

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