To add a new contact to your CRM, head to the People section and click Add Person.

This will load the default People form, although you can choose to use an alternative form on the right hand side.

This form includes standard fields, such as the contact’s name, email address, pronouns and phone number.

You can use Connection fields here to connect this contact to their organisation, or can add different tags to indicate which type of contact they are.

To amend which Fields appear in your forms, add new Custom Fields or amend the order, you can follow our separate guide on Fields and Forms.

Save your form, to create the contact’s profile.

If you need to add more information later, you can click the 3 dots on the left hand side and select ‘Edit’ to amend this person’s profile - for example, you may want to upload a profile picture.

Once saved, their profile will be updated with the new information.

To customise the data you store in your CRM, you can add unlimited Custom Fields. To view your custom fields, head to your Tools & Settings, then to Custom Fields.

Click ‘Add field’ to set up a new custom field. You can select from the dropdown which type of field to add. For example, you might want to add a date field to store a contact’s date of birth.

Here we’re adding a Connection field. These fields connect to other things in the CRM - including People. We can add logic to this field, so that it only displays when someone has a certain tag, such as Young Person.

If we view a Young Person in our CRM, we can see that the connection field appears on the form, and we can connect them to their Parent/Guardian. This is a two way connection, between these two contacts.

Custom fields aren’t just used to store information on profiles - they are used to store any data in your CRM. You can create custom fields for Projects, Programmes, Events, Organisations and more here.

Custom fields are used in Forms in your CRM. To edit and add new forms, head to Tools & Settings, then to Forms.

We can edit an existing form from the list here. We have the option to add elements, like instructions or headings, or to add a new field to this form. When adding a field, we can also select whether this is required, and add some help text to assist the person completing the form.

Forms are used to get data into your CRM - this might be information about People, but could also be about an Event, Project or even just a Note on someone’s profile. You have control over all of the forms in your CRM, and can create as many as you need.

​

To create a new Donations campaign, head to your Donations dashboard in your CRM.

Select ‘Campaigns’ and click ‘Add new campaign’.

Here, you can customise your donations widget for this campaign. Give your campaign a name and streamline, and select whether you would like to support monthly, one off donations or both here.

You can also set your suggested donation amounts for this campaign, although people will be able to enter a custom amount too.

Select the forms you’d like to use for donors to this campaign. You can edit these forms separately, by following our guide on Forms and Fields.

Select whether to tag donors to this campaign, and choose which profile field to add these tags to.

We’ll use your CRMs default logo, however you can choose to use your external logo. Customise your donation widget, using your brand colour palette here.

We’ll automatically email donors to this campaign, and you can customise the ‘thank you’ message here.

Your donation campaign will now be ready to embed on your website, or you can share a link directly. All that’s left is for your supporters to make their first donation!

Once you’ve added the membership add on to your account, you can set up membership plans.

Give your plan a name, and a description which will be displayed to members. Select how often this plan renews, and the price, including any joining fees.

You’ll have the option to accept payment via card, direct debit, or invoice.

Memberships can be shared, and you can select a maximum number of people to share with here.

Once your plan is configured, you can add new members to this plan. This can be accessed via your membership sign up page, or a direct link.

To add a member manually, head to your Memberships dashboard and click ‘Add Member’.

Here, you can see the form which members must fill in to create this membership. All that’s left is for your supporters to sign up!