Create Constituent

*The purpose and use of tags in search & email lists is that it is a convenient way to advance-search a particular constituent based off of a specific characteristic that they are tagged with. Also, it is a convenient way for a user to put together an email list easier, by selecting everyone to has certain tags assigned to them.

  1. Under the “Constituents” tab on the dashboard, select “List Constituents.”
  2. Select “Create New Record” at the top of the screen.
  3. Enter in all known information into the fields.
  1. EMAIL: Under “Email Addresses,” click the button with the three dots on the righthand side, and then select “Add Email Address.”
    • Select “Primary” to add the constituent’s primary email address (all email campaigns get sent to this email), then click the orange “Add email” button to save it.
    • Select “Secondary” to add the constituent’s secondary email address, then click the orange “Add email” button to save it.
  2. PHONE NUMBERS: Under “Phone Numbers,” select the button with the three dots on the righthand side, and then select “Add Phone Number.”
    • Select “Mobile” or “Primary” depending on what type of phone number it is, type the number in the “Phone” field, and then click the orange “Add phone number” button to save it
  1. TAGS: The first step for tags is to create the tag. To create a tag, under “Tags,” select the button with the three dots on the righthand side and select “Create new tag.”
    • Enter in the name of the tag, and the description of what this tag will indicate when various constituents are tagged with it. Examples of tags would be: donor, ABC event, newsletter, etc... indicating that the person tagged with this is a donor, or attended a certain event, or is subscribed the newsletter.
    • Click the orange “Create tag” button to save it.
    • Then, once the tags are created, select “Add Tag,” and select the tag you wish to assign to the constituent.
  2. The system saves each Constituent entry automatically.