Effective donor management is the backbone of successful fundraising. With Raise More, you have access to powerful tools for keeping contact profiles detailed, organized, and always up to date. This guide will walk you through how to access, update, and manage contact profiles to support stronger and more personalized outreach.
Accessing contacts
There are several ways to open a contact profile in Raise More:
Search: Use the search bar at the top of the main menu to find a specific contact by name or note.
Lists: Click on a contact’s name from any saved list to view their profile.
Recent Contacts: Hover over the Contacts menu to access a pop-out showing your last 5 viewed contacts.
Tags: Click on a tag to see all contacts associated with it, then select the contact you want to view.
Inside the Dialer: While making calls, you’ll be viewing a streamlined version of the contact profile with dialer controls at the top right. (See the Calling Guide for more on dialer features.)
Understanding contact profiles
Each contact profile includes the following sections:
Basic Information (Left Column).
Name, Bio field
Donor Research notes
Phone & email
Addresses
Tags, Saved Lists
Custom Fields
Interaction History (Center Column). Past call notes, email summaries, and follow-up details.
Donation & Pledge History (Right Column). Record of all donations, outstanding pledges, and contributions to other federal committees.