From the contact book, fundraisers can import contacts from multiple vendors, and can view, manage, and export their contacts, see the date the contact was last emailed and the date the contact last donated. In addition, emails can be sent to contacts selected from the contact book. Contacts may be imported directly from:
- Apple Address Book
- CSV file (Download the CSV template provided on the pop-up and then upload it back)
- Another campaign within the same organization for which the fundraiser has previously fundraised (learn more)
To see the date the contact last donated, hover over the donate icon next to their name.
Contact book is accessible from the fundraiser dashboard.