Supporters
      Back to home
      1. Help Center
      2. Supporters

      Supporters Table & Supporter Record View Guide 

      WeGive’s Supporters section offers a full system to manage donor records, track communication, process payments, and maintain clean data across fundraising, CRM, and communication tools.

      Supporters Table View

      Accessible via the Supporters tab in the dashboard, this table is your central view of all supporter records.

      Table Views

      Use the dropdown to toggle between:

      • All Supporters

      • Individuals

      • Companies

      • Recurring Supporters

      • Archived Supporters

      • Potential Duplicates

      • Supporters with Integration Errors

      Filtering Options

      Click the funnel icon to apply filters including:

      • Supporter Type: Individual, Company, or Both

      • Created Date

      • Last Donation Date

      • Fundraiser, Designation, Campaign, Journey, Checkout, Pledge, Form, Impact Story, Impact Card

      • Total/Year-to-Date Giving (greater/less than)

      • Recurring Plan Frequency

      • Donor Portal Access

      • Marketing Contact Status

        • Note: Marketing Contacts do not yet have access to the donor portal. Once they make a donation, portal access is created automatically.

      • Communication List Membership

      • Tags

      • CRM Import History

      • CRM Integration Status:

        • Processed, Ignored, Error, Execution Pending, Cancelled, Disabled, Running

      Table Columns

      Each row includes:

      • ID – Unique supporter identifier

      • Type – Individual or Company

      • Name

      • Email

      • Total Donated

      • Given YTD

      • Last Activity

      Bulk Actions (Icons at the Top)

      After selecting supporters:

      • Archive or Restore

      • Add or Remove (Apply filters first):

        • Tags

        • Impact Stories or Impact Numbers

        • Communication Lists

        • Journeys (with step selection)

      • Generate Tax Statements

      • Re-sync to CRM

      • Export data or Import new data

      • Create a new supporter (via + button)

      Supporter Record View

      Click on a supporter from the table to access their detailed record. This page is divided into three tabs and a top-right Actions dropdown.

      • Engage Tab

      The Engage tab gives you a communication-focused view of the supporter, as well as visibility into their logins, impact engagement, and communication preferences.

      Communication History

      Shows all messages sent to the supporter:

      • Types: Texts, emails, in-app messages, handwritten notes

      • Columns:

        • Message ID

        • Message Name

        • Recipient Email

        • Supporter Name (for multi-recipient messages)

        • Send Date

        • View icon (eye) to preview full message

      You can also send a new message directly from this tab.

      Portal Logins

      Displays:

      • Email and phone number used for portal access

      • Status of each login (Active or Inactive)

      • Last login date

      • Ellipsis menu allows:

        • Sending a password reset

        • Removing a login

      Impact Cards

      Shows all Impact Cards this supporter is tagged in:

      • Card ID

      • Name

      • Status (Published or Draft)

      • Type (Dynamic or Static)

      • Number of tagged supporters

      • Tagging type (Manual or Automatic)

      • Last activity date

      Impact Stories

      Displays Impact Stories connected to the supporter:

      • Story ID

      • Name

      • Status (Published or Draft)

      • Tagging type (Manual or Automatic)

      • Last activity date

      Communication List Consents

      Shows consent details across all communication lists:

      • Consent ID

      • Status (Subscribed or Unsubscribed)

      • Supporter Name

      • List Name

      • Last Activity

      • Source (e.g., email, text)

      Communication Preferences Table

      Allows you to:

      • Toggle individual communication list memberships

      • Click Do Not Contact to globally opt them out

      • Use Unsubscribe from All to disable every list at once

      2. Info Tab

      Supporter Record Personal Details

      This section includes all editable profile fields and is the source of truth for supporter identity and contact information.

      • Name (First, Last)

      • Preferred Name

      • "Address Me As" Field – how they want to be referenced in messages

      • Gender

      • Birthday

      • Anniversary

      • Supporter Type – Individual or Company

      • Marketing Contact Status – toggle on/off to identify if they are a marketing contact (vs. a donor)

      Contact Information:

      • Primary Email and Phone

      • Other Emails and Phone Numbers on File

      • Preferred Email and Preferred Phone

      Address Information:

      • Mailing Address

      • Billing Address

      Portal Access:

      • Whether portal access is enabled (Live or Inactive)

      • Email and phone used for login credentials

      CRM & Sync Metadata:

      • WeGive Supporter ID

      • CRM ID (e.g., Salesforce Contact ID)

      • Last CRM Sync Date

      • Integration Status

      Recent Activity

      This section gives a timestamped summary of the supporter’s key actions across the WeGive platform, such as:

      • Last donation

      • Updates to payment methods

      • Added or removed from impact stories or cards

      • Subscribed/unsubscribed from communication lists

      • Edited supporter record

      • Submitted a form

      • Created a pledge or recurring plan

      This area is helpful for quickly assessing when and how a supporter last engaged or was updated.

      Audit Logs

      A complete change history for the supporter record, showing both user-initiated and automated updates.

      • Audit Log ID

      • Username and Email of the user who made the change

        • Will show “WeGive” or “system” if the change was system or integration generated

      • Model – typically “donor”

      • Model ID

      • Action Type – created, updated, etc.

      • Field Changes – click to view before/after values

      • Timestamp

      • IP Address

      • User Agent (browser or system info)

      This log is essential for troubleshooting, tracking data integrity, and understanding record-level changes over time.

      Integration Logs

      This section provides insight into the synchronization between WeGive and any connected CRM systems.

        • Integration Log ID

        • Model (e.g., donor)

        • Model ID

        • Integration Type (e.g., Salesforce, Bloomerang)

        • Action Attempted – e.g., sync, update, create

        • Status – success, error, ignored, pending

        • Details – success message or error explanation

      • Timestamp

      This is useful for verifying whether syncs are succeeding and diagnosing sync failures between WeGive and your CRM.

      3. Related Tab

      Displays all financial and engagement activity linked to the supporter.

      Includes:

      • Payments – ID, Status, Date, Amount, Method, Fee, Designation

      • Recurring Plans – Frequency, Value, Amount, Fee, Designation

      • Pledges – ID, Amount Paid, Total, Frequency, Start/End Dates

      • Payment Methods – Type (Card/Bank/Offline), Charges, Expiry, Email

      • Tax Documents – Year, Type, Deductible Amount, Number of Charges

      • P2P Fundraisers – ID, Name, Creator, Amount Raised, Dates

      • Event Registrations – Date, Ticket Count, Status, Event Name

      • Custom Question Answers – Question, Answer, Timestamp

      • Checkout Sessions – Session ID, Last Step Completed, Checkout Source, Converted Amount

      • Soft Credits – ID, Amount, Source Payment, Note: Not tax-deductible

      • Cancelled Recurring Plans – Details, Frequency, Fees

      • Archived Payments

      • Audit Logs – Change Type, User, Timestamp, IP, Field-Level Edits

      • Integration Logs – Sync Action, Status, Integration Type

      Actions Dropdown

      Located in the top right of the Supporter Record. Use this to perform supporter-specific actions.

      Available Actions:

      Edit Donor

      • Update supporter details including:

        • Personal info, addresses, portal status, tags, preferences

        • Gender, birthday, anniversary, “address me as” name

      Record Offline Donation

      • Manually log a donation made via cash or check

      • Required: Amount

      • Optional:

        • Fair Market Value

        • Tribute Info

        • Check tracking number

        • Related: Designation, Campaign, Pledge, Recurring Plan, Registration

        • Donation Date

      Charge Donor

      • Process a real-time card or bank payment

      • Required: Amount, Payment Method

      • Optional:

        • Delay the charge to a future date

        • Set donation as one-time or recurring

        • Toggle: Donor Covers Fees

        • Link to campaigns, designations, pledges, registrations, and checkouts

      Add Payment Method

      • Add a new card (number, expiry, CVC) or bank account (routing and account)

      Add Tag

      • Apply existing tags to the supporter

      Add Login

      • Grant portal access to another email/phone

      • Use this for:

        • Admin testing

        • Donor updates to login credentials

      Create Pledge

      • Manually create a pledge

      • Required:

        • Pledge Total

        • Start/End Dates

        • Installment Frequency (e.g., One-Time, 4x, Monthly)

      • Optional:

        • Designation

        • Campaign

        • Pledge Create Element

        • Auto-Bill toggle to charge via payment method

        • Trigger Notifications for reminders if not auto-billed

        • Internal Notes (Description)

        • Salesforce ID

        • Tribute Info: Name, Email, Message

      Merge Donor

      • Select a master record

      • For each field (name, email, etc.), choose which value to retain via side-by-side comparison

      • All logins and payment methods are preserved

      • Important: If you merge into a record that no longer exists in your CRM, syncing will break. Be sure to keep the correct CRM ID as the master.