Step 1: Navigate to Your Admin Dashboard
Click "You" on the top right corner of your page on GiveGab and from the drop down menu, select "Admin Dashboard" for the organization you'd like to access.
Step 2: Navigate to the Engage CRM
From the "Overview Tab" of your Admin Dashboard, expand the "Engagement Tab" and select the "Supporters" section. From the "Supporters" section, click on the name of the donor whose involvement you'd like to view to access their supporter profile through the Engage CRM.
Step 3: View Supporter Involvement
After clicking on your supporter's name you'll be directed to their supporter profile within the Engage CRM. From their supporter profile you'll be able to view their past involvement with your organization like:
- Donation History: A detailed record of that supporters contributions to your organization including the amount, the campaign, whether or not they cover the fees, etc.
- Volunteer History: A detailed record of the volunteer hours that supporter has logged to your organization including the date, the opportunity, the number of hours, and the task
- Fundraising History: A detailed record of the fundraising that supporter has done for the organization including the campaign name, the amount they raised, the number of donors they brought to your organization, etc.
From this page you can also access their contact information, notes, and message them directly from GiveGab.