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Events, Groups, Tags & Lists
- GROUPS, TAGS, & LISTS
Create and manage groups, lists and tags.
Group or tag contacts together based on any criteria to create lists. Use groups to target contacts by region, major donors, giving history, political affiliation or any other metric. Manage lists for delivery to mail houses, phone banks, etc.
(Click here to see Group Report)
Easily manage and plan your events from top to bottom.
Set event goals and track event financials. View guest count, VIP count, table arrangements and donations quickly and easily.
- EVENT ATTENDEE PLEDGES & DONATIONS
Track event pledges and donations.
Book donor pledges and donations associated with an event. Easily view outstanding pledges.
(Click here to see an Event Report)
- ATTENDEES & VIP
Track guests as attending or not, as well as VIP guests.
- CO-HOST & SOFT PLEDGES
Manage event host and co-hosts.
Set soft pledges for co-hosts, attribute attendees to the co-host and generate co-host reports to track progress.
(Click here to see Co-Host Report)
- EVENT REPORTS & FINANCIALS
Generate event reports by attendee, co-host, and table details.
- SEATING & TABLE REPORTS
Easily seat guests for seated events.
Generate and export seating and table reports.
(Click here to see a Table Report)