Supporters
How supporter records work in Fundraise Up — what they hold, how they update, and how to export them.
In Fundraise Up, a supporter is anyone who donates — or starts to donate — through your account. Each supporter record consolidates contact details, donation and recurring plan history, communications, and a full activity log.
The Supporters tab in your Dashboard lists every supporter record in your account. Each row shows name, email, lifetime donated amount, and the dates of the first and last donations. Use the search box to find a specific person by ID, name, or email. The Abandoned donation toggle filters the list to people who started a donation but didn't finish — see Abandoned donations for setup, recovery, and analysis.
Supporters tab
The ≈ symbol next to a lifetime donated amount means the total includes at least one donation made in a currency different from your account's base currency. The converted amount uses the exchange rate at the time the donation was created, so the figure is approximate.
Supporter ID
Every supporter has a unique identifier in the format SXXXXXXX — the letter S followed by seven uppercase letters. The ID is permanent and unique to that supporter in Fundraise Up. You'll see it at the top of the profile, below the supporter's name.
Supporter ID
Use the ID to:
- Search for the supporter.
- Reference them in support requests.
- Match records when you export supporter data.
Supporter profile
Click any row in the Supporters table to open that person's profile. The profile consolidates everything tied to that supporter — contact details, donation and recurring plan history, emails, receipts, fundraisers, email sequences, and an activity log. From the profile, you can also act on the record directly.
The profile organizes the supporter's record into the following blocks:
- Information — contact details: name, email, preferred language, phone, employer, and mailing address.
- Donations — every donation the supporter has made, with date, amount, and campaign.
- Abandoned donation — appears only when the supporter has an incomplete donation on record. See Abandoned donations for setup, recovery, and analysis.
- Recurring plans — active and historical recurring plans, with amount, installment count, total collected, creation date, and next scheduled installment.
- Email sequences — reminder sequences triggered for the supporter, such as abandoned donation reminders and expiring card reminders, with start date, finish date, emails sent, and next scheduled send.
- Fundraisers — peer-to-peer Fundraiser pages the supporter created or joined, with role, goal, amount raised, creation date, and goal date.
- Emails — every email Fundraise Up sent to the supporter, with send date, subject line, open status, and a resend option.
- Receipts — receipts issued for the supporter's donations, with receipt number, amount, donation date range, and issue date. Each one downloads as a PDF.
- Activity — audit log of changes to the supporter's record.
Information and Activity have their own editing rules and uses, covered below.
Information
This block shows the supporter's contact details: name, email address, preferred language, phone number, employer, and mailing address.
A Validated badge appears next to the email address when it has passed validation. Learn more about email validation →
To edit a supporter's name or email address, click Edit in the Information block. You can update the first name, last name, and email address.
The Update recurring plans checkbox, selected by default, applies the new name and email address to all active recurring plans linked to this supporter. Past donation and Fundraiser records are not affected. Uncheck it to apply the change to the supporter record only.
Mailing address, phone number, and employer are not editable here — to update those fields, edit the related donation or recurring plan. The changes sync to the profile automatically. See How supporter data updates below for the full logic.
Profile actions
Two action buttons sit at the top of the profile:
- Make donation — Opens Virtual Terminal with the supporter's information pre-filled, ready for you to process a donation on their behalf.
- Open Donor Portal — Opens the supporter's Donor Portal in a new tab, so you can see their view and help them resolve issues.
Activity
The Activity log records changes to the supporter's record — what was updated, who made the change, and through which channel (Dashboard, Donor Portal, or the system). Expand any entry to see the full details. Use it to audit data changes and resolve discrepancies between records.
How supporter data updates
A supporter's mailing address, phone number, and employer update automatically based on the most recent data they provide.
These fields update when:
- The supporter makes a new donation using the same email address.
- A donation or recurring plan is edited in the Dashboard.
- The supporter updates their details in the Donor Portal.
Installments do not update supporter-level contact details. This prevents unexpected changes when multiple subscriptions are active.
Mailing address settings
To manage mailing address behavior, go to Settings > Supporters.
Validation
The Validate mailing addresses checkbox controls whether address suggestions appear as a supporter types. When checked, the system suggests validated addresses in real time to help supporters enter accurate, deliverable addresses. The behavior applies to Checkout Modal, Campaign Pages, Gift Cart, Virtual Terminal, and Donor Portal.
When validation is off, no suggestions appear and supporters can enter any address without guidance.
Case format
When Validate mailing addresses is checked, you can pick a capitalization preference for U.S. mailing addresses. The setting applies to addresses in the United States and its territories, entered in English, and affects how addresses appear in exports and integration syncs.
Options:
- First letter of each word capitalized — for example, 219 36th Street Brooklyn, NY 11232 US
- All letters capitalized — for example, 219 36TH STREET BROOKLYN, NY 11232 US
Only newly added addresses follow the selected format. Existing addresses remain unchanged.
Export supporter data
The Quick export button in the top-right corner of the Supporters tab lets you download your supporter list as a CSV or XLS file. In the export window, select the fields to include and drag the column names to reorder them.
Quick export
Available fields cover contact details (ID, email, name, phone number, mailing address) and donation summary data (first donation date, last donation date, lifetime donation count, lifetime donated amount, currency).
For automated or scheduled exports, or to export abandoned donation data as a separate file, use the Exports section. Learn more →