Checklist

Before your first event or appeal

• Add the people you want to reach who have not registered or given yet.
• Put each person in their family’s household, not a new one.
• Add an email for each adult, so they get receipts, confirmations and announcements.

Every week

• Open Contacts and press Donors and Event attendees to see who is new.
• Read a new donor’s contact page before you thank them.

When asked

• Correct a name, an email or a phone.
• Change a household’s address.
• Add a child or a spouse to a household.
• Send a password reset to a member who cannot sign in.
• Look up a person’s registrations, orders and gifts.