Organize your contacts into multiple

donor groups

As your database grows bigger, it is important that you can segment it. Do this by grouping your contacts.

Groups are used to build a donor profile. Examples of this would be location, interests and donor type. This can vary from organization to organization.

The system will present these key indicators to you in a profile tab. These can be by a single select option, such as location. A multiple select option would be interests. It could just be checkbox such as Board Member. The profile tab is configured in your setup but you can create ad-hoc groups as well.

Groups can arranged by category, within the system, to keep it tidy. You can target a bulk email to a specific group of people. You can run reports against different group criteria.

This will give you more insight into how groups work.

More on contact data:

Profiles Data History

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