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Managing Fundraising Campaign Contacts

  • Updated

Contacts 

Left-hand Navigation: Fundraising » All Campaigns » selected Desired Campaign » People » Contacts

Manage a Contact List for key leaders associated with the campaign. 

Add

  1. Click "Add" in the top right corner.
  2. Search for the individual.
  3. Add.
    • They must have a Compass record to be added to this list. 

End Contact Relationship 

  1. To end/remove a contact relationship, go to the Individual's Profile > Relationships > Organization. 
  2. Here, click on the relationship and enter an "end date". This will remove the relationship. 

There is also the ability to Email all individuals from this list through Compass. Click on the "Email" tab in the top right.