The Contact Profile is where you can view and edit data about your supporter, including his or her personal details, relationships, activity history, communications history subscriptions, peer pages, notes, custom fields, and more.
Profiles are also a centralized place where you can take actions such as adding custom tags, sending messages, adding new payments, and downloading Annual Summaries for each contact.
There's a great benefit to having these contact records integrated into where you do your fundraising and engagement. Every action somebody takes on your Flipcause campaign will automatically create a contact record for that person. If a contact already exists, the system will add more information to that contact's profile. This way, you don't have to worry about inputting that information.
Feel free to add new contacts to your database by clicking on the Add New Contact button. From here, you'll be able to fill in as much information as you have about an individual or organization.
Note: As of now, only the Primary Email gets tracked as part of the contact creation functionality, not the Secondary Emails. That's why when a secondary email with a new name is entered, the system will recognize this as a new contact even if the email is attached to an existing contact.
When you open a contact profile, you'll see all information about them, their associations, groups, and tags added to them, as well as a full view of their history with our organization.
We can also log relationships with this person to people that both have contact records in your system and also to those you don't want to create a contact record for.
In addition, you can add notes to this contact record and track a whole source of other information that we're pulling from their activity history. Even if the activity didn't happen on Flipcause, you could still add anything else you might want.
Traditionally, you may be used to the terminology "households". These are helpful groupings of individual contact records with your database for when you might want to send out a direct or physical mailer instead of an email.
For an email appeal, if you have 5 people that are part of the same household, you will send an email to them individually. If you're doing a direct mailer, you won't want to send them 5 of the same physical mailer. You just want to send one. This is why we have the ability for you to run your contact reporting as groups or households.
Why Not Households?
The reason we call them groups and not households is that we want to make it as flexible as possible for all the different ways that you communicate with your constituents. Yes, a lot of these might be households, but what if you wanted to group them into businesses, or you wanted to do both businesses and households?
One person can be part of multiple groups, including their place of business and their household. This way, you can have more flexibility about how you want to target them.
We have a handy, built-in duplicate check tool for you that will help you with some of your manual processes. To use it, simply choose in the dropdown menu if you want to do the Contact or Group record duplicate check. You can also choose how the system will check for duplicates.
Once you've chosen, click Run Duplicate Check. It's going to bring up all the potential duplicate contacts that you have in your database, which you can then merge so that there will be no duplicate records. If you want to learn more about merging duplicate records, you can read all about it here.
In your database, you can store not just donors but vendors, clients, volunteers, and any combination of tags you want to apply to people or groups in your system. However, you tag people will allow you to filter for them in your contact reporting.
When you open contact reporting, it will launch you to the Contact section of the Reports tab. This is where you should get the report, and this is going to be what you'll be using for any outreach where you want to filter people by certain groups.