Using Supporter Actions

In this course, you’ll learn how to use the Actions dropdown on a supporter record to manage donor details and perform key tasks.

We’ll cover:

• Editing supporter info like email, phone, addresses, and custom fields
• Recording offline donations or charging donors directly
• Adding new payment methods and managing donor portal logins
• Applying tags for segmentation and tracking
• Creating and managing pledges, including manually charging installments
• Uploading files (like images or PDFs) to the supporter record
• Merging duplicate supporter records — with important tips to protect CRM syncs
• Viewing key performance indicators (KPIs) for each supporter

By the end, you’ll know how to fully manage supporter actions to keep donor data clean, updated, and actionable across your WeGive dashboard.