Supporters
Configure settings related to Supporters.
The Supporters tab in your Dashboard provides a comprehensive view of all supporter information. Sort data using column headers, view individual profiles, or use Quick export to analyze supporter data externally.
Each supporter profile contains their complete donation history, communication records, receipts, and additional engagement details.
Abandoned donations
Track and recover incomplete donations using the Abandoned donation filter in the supporters table. This filter displays all supporters who initiated but didn't complete their donation process. Select any entry to view detailed information about the abandoned donation.
Configuration
Access abandoned donation settings in Dashboard > Settings > Supporters to manage how your organization handles incomplete donations.
The Supporters with abandoned donations feature helps recover potential donations by:
- Enabling a "Remind Me Later" screen in Checkout to capture supporter email addresses.
- Creating abandoned donation records when supporters leave during the donation process.
The system records an abandoned donation when:
- A supporter provides their email through the "Remind Me Later" screen.
- A supporter exits after entering their email in the Personal Information step.
- A supporter becomes inactive for one hour after entering their email.
In some countries, organizations must obtain explicit consent from supporters before collecting their data. We recommend enabling the Prompt supporters to accept your terms option in your campaign settings to ensure that data is collected only after the supporter agrees to your Terms & Conditions.
Recovery and analysis
An Abandoned Donation Reminder email sequence is automatically sent to remind supporters about their unfinished donations and encourage them to complete the process. You can choose to enable or disable this email sequence based on your preferences. Learn more →
Additionally, you can Export Abandoned Donations for analysis, helping you understand and reduce the number of abandoned donations over time. Learn more →
Supporter mailing address settings
Validation
Navigate to Dashboard > Settings > Supporters to manage mailing address validation.
The Validate mailing address checkbox allows you to choose whether mailing addresses should be validated when entered or edited in the Checkout modal, Virtual Terminal, Campaign Pages, Donor Portal, or within the Dashboard.
When validation is disabled, the system won’t check the accuracy of the mailing addresses entered, allowing supporters to proceed to the next step of the Checkout form regardless of the address details. Unvalidated addresses will not display the “Deliverable” icon in the Supporter’s profile.
Case format
If the Validate mailing address checkbox is enabled, US-based nonprofits can select a preferred case format for supporter mailing addresses. This applies only to addresses in the United States and its territories, and only for addresses entered in English. The case format options are:
- All letters capitalized.
- First letter of each word capitalized.
Only newly added addresses will follow the selected format. Existing addresses will remain unchanged. When exporting or syncing data, addresses will display in the format set at the time of collection.