FundHero allows you to track all interactions you have with donors through an activity history timeline. There are five types of activities you can log under each contact: Pledges Donations Actions Emails Tasks
How to Create a Task
To create a task: Click Contacts in the main navigation bar Navigate to the contact you want to add a task to Click the Task icon Enter in the task information, assign a user (optional), and click Save Tasks will allows appear at the top of the contact timeline until they are completed.
How to Send an Email
If you are looking to change the email FundHero currently sends from visit this article. Please Note: FundHero focuses on one-to-one donor interactions. All emails are sent from your email account so that emails are less likely to get caught in spam and are more personal. To send an email: Click Contacts in […]
How to log Actions
Actions are manually logged information to help you stay up to date with your donor interactions. To log an action on your desktop: Click Contacts in the main navigation bar Navigate to the contact you want to add an action to Click the Action icon Enter in the Action Type Call Email Meet […]
How to Create and Manage Pledges
Pledges help you to track donor promises. To create a pledge: Click Contacts in the main navigation bar Navigate to the contact you want to add a pledge to Click the Pledge icon Enter in the pledge information and click Save Add tags (optional) Pledges will allows appear at the top of the contact […]
How to Create/Edit/Delete a Contact
Creating Contacts Any person that makes a donation through FundHero’s donation page will automatically be added to the contact page. To manually add contacts there are two ways. Import a spreadsheet Individually add contacts This article will go over individually adding contacts. To learn how to import contacts view this […]
Recurring Donors Smart Group
Smart groups are groups built by FundHero based on the information in your account. You can recognize smart groups based on the smart icon . Recurring donations are a premium feature that can be turned on by navigating to the Donation Page and navigating to Advanced Options. To pull up the Recurring Donors Group: Click Contacts in […]
Potential Duplicates Smart Group
Smart groups are groups built by FundHero based on the information in your account. You can recognize smart groups based on the smart icon . To pull up the Potential Duplicates Group: Click Contacts in the main navigation bar Select the Groups Icon Navigate to Potential Duplicates The potential duplicates list will show a list of contacts that […]
Top Donors Smart Group
Smart groups are groups built by FundHero based on the information in your account. You can recognize smart groups based on the smart icon . To pull up the Top Donors Group: Click Contacts in the main navigation bar Select the Groups Icon Navigate to Top Donors After you select “Top Donors” there will be time frames: Current […]
Non Donor Smart Group
Smart groups are groups built by FundHero based on the information in your account. You can recognize smart groups based on the smart icon . To pull up the Non Donor Group: Click Contacts in the main navigation bar Select the Groups Icon Navigate to Non Donors After you select “Non Donors” you will view any contacts who […]