Smart groups are groups built by FundHero based on the information in your account. You can recognize smart groups based on the smart icon .
Any donation that comes in through FundHero’s donation page or is manually added is automatically assigned as Needs Thanks.
To pull up the Needs Thanks Group:
- Click Contacts in the main navigation bar
- Select the Groups Icon
- Navigate to Needs Thanks
Fulfilling Needs Thanks:
Fulfilling Needs Thanks does not auto send anything. This is just a way for you to track your own personalized thank yous.
- From the Needs Thanks group above, select the contact that needs to be thanked
- Find the donation that has say thanks in grey on the right hand side
- Click “say thanks” and it will automatically be confirmed as thanked and will be removed from the “Needs Thanks” group