Using Contacts for the first time 

To access contacts, login with your admin account and head to your Organization page. If you have the necessary subscription plan, you will see Contacts listed in the lefthand dashboard: 

If this is your first time accessing Contacts, you will see a screen welcoming you to the tool. Choose 'Read about Contacts' to head to our support articles about Contacts CRM. Choose 'Start Using Contacts' to launch Contacts. 

Within just a few minutes, all of your Contact data will be populated and you will be able to launch Contacts! You will only need to do this the first time any admin accesses Contacts CRM. 

Main Table View

You will see the Main Table View at first with the default data columns populated. These can be customized per nonprofit admin so you can have all of the data you need when accessing Contacts!

On first view, you will see all of the people that have interacted with your page on Mightycause in any way. These can be donors, fundraisers, volunteers, etc. Some basic information will be shown for each contact as seen below: 

If you click into one of your Contacts, the Contacts Detail Panel will open on the right hand side. We will go into more detail on what is found here later on in the article. Jump to the Contacts Detail Panel section. 

Filters

You can use powerful filters to filter the contacts shown within your table view and to create custom user segments. To access the filters, click the 'Filter' button as seen below in the top right hand section of the table. 

Interested in learning more about the filters and user segments? Head to these support articles that go more in depth on the features: 

Using Filters and Creating Contact Segments

Search

To the right of the Filter icon, you will find the Search icon where you can search for any of your contact records by name or email: 

Customizing the Table 

To Customize the main table view, click the table icon in the top right hand corner of the table next to the Search icon. A pop-up will appear with all of the column options you can select and display. 

Choose all of the columns you would like added to your table view. Please note, this will only edit the Main Table View for your admin account, other admins on your nonprofit page can customize the table however works best for them. You can also always click 'Reset to Default' if you would like to remove your custom data columns at the top of the popup:

You can drag and drop the columns to re-order your data, as well as click on the column header to re-order your data alphabetically or numerically depending on the column. 

Adding Contacts

You can add individual contacts or you can easily import multiple contacts at one time using our import template and importer tool. To learn more about importing multiple contacts, head to our support article, Importing Contacts.

To add an individual contact, choose the 'Add contact' button directly above the right side of the Main Table: 

A pop-up will appear for you to add some basic information for your new contact. You will need to have either a First and Last name OR an Organization name to add a new contact. Once you have entered this information, choose 'Create.' Once the contact is created, you can open up the Contacts Detail Panel to add more information about this contact. 

Contacts Detail Panel

This is where you can find all of the detailed information about each of your contacts. You'll see multiple tabs at the top of this panel. These contain different types of information. 

Summary

The Summary tab will show some high level information about your contact including the total donated, their most recent donation, and the amount of donations and fundraisers created for your nonprofit on Mightycause. 

The Relationship Tracker at the bottom can be used to keep notes regarding this contact. To add a note here, click the + button shown to the right of 'Relationship Tracker.' This will open a pop-up where you can choose the type of note, enter the content of the note, and then click 'Submit' to add the note to your 'Relationship Tracker.'

All Data

The All Data tab is where you will find the bulk of the data for your contact. You can update any of the information that becomes highlighted in a light gray box as you place your cursor over it. In the screenshot below, you can see that Larry G is highlighted next to 'Name.' If I wanted to update the name, I would click on 'Larry G,' add any new information, and then choose 'Save.'

Transactions

Within the Transactions tab you will find detailed information on all donations that this contact has made to your Mightycause page as well as any offline donations that have been added by an admin for this contact. 

Campaigns

The Campaigns tab will show detailed information on any fundraising campaigns this contact has created or published for your organization. You can see data such as the amount raised with the campaign, when it ran, the type, and the name of the campaign. 

Comms

The Comms tab will track any messages your organization has sent to this contact through the Messaging tool or the Automated Email tool.  

Still have questions about the Contacts CRM? Browse through our other support articles or reach out to our support team at support@mightycause.com.