04. Constituents → Timeline

Tags & Activities


Description
Once you have constituents set up in Donorfy, you can store information about your constituents’ identity, and how they relate to your organisation. This is through Tags, which appear on the Constituent Profile.

You can also record the interactions you have with your constituents, such as phone calls, emails, letters, and sport event signups. These are known as Activities, which appear on the Constituent Timeline, and can be used to create tasks.

In this course, you will learn about the following:

- Tags
- Activities
- Sending A Document

Type: Video Duration: 15 minutes

Content
  • Course Introduction
  • Tags
  • Activities
  • Sending A Document
  • Course Summary
Completion rules
  • All units must be completed