A constituent is any person or organization that has a relationship with your organization. Constituent accounts come in two flavors: individual and organization. Create a new individual constituent account for an individual person. Create a new organization constituent account for a company or organization; include a primary contact as well.

Create an Individual Constituent

To add a constituent:

  1. Click Constituents icon in the navigation bar.
  2. On the Constituents pane, click New.

    Tip: Search for the account before adding a new one to keep duplicate records to a minimum.

  3. On the New Constituent screen, click New on the Individual tile.
  4. On the New Individual screen, fill out as much of the information as possible (see the following headings for more information about each section). Green fields are required. Click Save when you are finished.

Name

Fill in the First and Last fields. The other fields automatically fill, but you can change them.

  • The Informal, Formal, and Envelope Name fields are how you want to address the individual in letters and emails.
  • The Recognition Name field is how the individual prefers to be listed in donation recognition lists (for example, in an annual report).

Personal Information

Fill in the Employer field if possible. If the company is also an organization account, this helps group an organization with its employees in reports.

Contact Information

Enter the primary address, email, and phone data for the account. Click Type to choose the type, such as home or work. You can enter secondary address, email, and phone data after saving the account.

Tip: After saving, check that an address is valid by clicking the address link.

Include Facebook, Twitter, LinkedIn, and website details.

Communication Preferences

Indicate a constituent's preferred communication channel and any communication restrictions.

Note: Most constituents are automatically opted into all email interests. Constituents residing in the EU must explicitly opt-in to receiving communications from your organization.

Custom Fields

Any custom fields you have created for constituents appear at the bottom of the page.

Create an Organization Constituent

To add an organization or company:

  1. Click Constituents icon in the navigation bar.
  2. On the Constituents pane, click New.

    Tip: Search for the account before adding a new one to keep duplicate records to a minimum.

  3. On the New Constituent screen, click New on the Organization tile.
  4. On the New Organization screen, fill out as much of the information as possible (see the following headings for more information about each section). Green fields are required. Click Save when you are finished.

Name and Primary Contact

  1. Fill in the Name field with the organization's name. 
  2. Fill in the primary contact's information.

The Informal, Formal, and Envelope Names automatically prefill using the primary contact's information. However, the Recognition Name field uses the organization's name since you want to recognize the entity that gave the donation.

Contact Information

Use the organization's information for the physical address and social media information. Enter in the primary contact's email and phone number.

Tip: After saving the organization, edit it and put the organization's name in the Employer field. This helps group an organization with its employees in reports.

Communication Preferences

Indicate the primary contact's preferred communication channel and any communication restrictions.

Note: Organizations are automatically opted into all email interests.

Custom Fields

Any custom fields you have created for constituents appear at the bottom of the page.

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