How do I make contact with a donor in the App?

  1. When you want to reach out to a donor within the App, you will use the purple action buttons found within each donor profile; but before you do so you'll want to make sure you have set up your text and email templates in the Google Sheet first.
  2. Once you have set up your templates, navigate to the donor profile for the donor you wish to make contact with and select from the following options: 

    Text Message: Select the purple thought bubble icon - your device will then draft a text message through your device’s messaging center. 
    Call: Select the purple phone icon - your device will then initiate a connection with the donor via your device’s phone systemEmail: Select the purple email icon - your device will then draft an email message through the default email account connected to the device

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