Can I use Donor Management features for non-donors?
The donor management features in ExpensePlus can be used for more than donors.
For example, you may wish to track newsletter subscribers - you can import or add these as 'subscribers' in ExpensePlus and track their communication permission.
Within the Manage Donors module of ExpensePlus, you can:
- Tag Individuals
- Record Communication
- Track Engagement, including attendance or registration at events
- Download data for mailmerge letters
Whilst these features do refer to donors, they can be used for all individuals added to the manage donor module, whether they give financially to your organisation or not. ExpensePlus is a great solution for keeping track of communication and engagement across your organisation's database.
In addition to this, for the donors who do give, you can:
How do I import my contacts?
For the additional contacts you wish to add, you can use the Import Donors feature. This will enable you to import the names of people you want to add (just ignore the 'Gift Aid Start Date' column). Once imported, you will then be able to add additional details for the fields that are not possible to import.
IMPORTANT: Don't import records for any donors that already exist in ExpensePlus. You may need to remove any individuals from the list of contacts you want to import who are donors that already exist within ExpensePlus (otherwise you are going to end up with duplicates).
To better understand the Manage Donors module, please view the module overview here.