How to Create a New Supporter Record in WeGive

Creating a new supporter record for supporters in WeGive is easy! Simply click on Supporters tab on the Navigation menu and then click on the blue plus sign.

 

From the Supporter Record Create page, you can add a name, email address, phone number, and other relevant details to create your supporter. In order for the new supporter to be able to access their Donor Portal, you must add a primary email and phone number to be used for login access to their portal. 

 

Once you create their Supporter Record, you can manage and engage your supporter effectively. Click the Actions dropdown for a variety of ways you can interact with your Supporter Record.