Recording donor communication

This article explains how to view and record donor communication within ExpensePlus.

In this article:

Donor communication

Within ExpensePlus you can record donor communications, view communication history, and manage donor follow-up.

Within the Manage Donors screen in ExpensePlus, click the 'Communication' tab to view donor communication information for each donor.

ExpensePlus Manage Donors screen highlighting the Communication tab

To view more detailed information and record donor communications, click on the donor.

ExpensePlus individual donor's communication information screen

New Donor Follow Up - the 'New Donors to Contact' report (within donation reports), enables you to follow up with new donors and keep track of the new donors you still need to follow up. Once you've followed up with a donor, check the 'Complete' checkbox to change the new donor follow-up status from 'pending' to 'complete'.
Communication History - this enables you to keep track of the communication history of each donor, which you may find helpful when communicating with them in the future.
Next Follow Up Action - this enables you to schedule a future follow up action for a donor. You can then use the 'Donors to Follow Up' report (within donations reports) to help you manage donor follow-up along with viewing key donation details that you might wish to know when contacting them.

To better understand the Manage Donors module, please view the module overview here.