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 who you'd like to add a property for to access their supporter profile through the Engage CRM.
Step 3: Manage Custom Attributes
From their supporter profile, click "Manage" next to Custom Properties to add additional options.
Step 4: Create Custom Properties
From the Custom Properties Manager click the "Add New Custom Property" button to create a new question for your supporters. A box will appear asking you to enter the following information:
- Name: what you'd like the custom property to say on your supporter's profile..
- Description: A description of the property you are asking about
- Type: Here you can choose how the information will be entered. String, is a response in plain text. Number is a number. Boolean is a true or false response. Date is a specific date field.
Once you've created your property information click "Save" to be able to update your supporter's profile with the new property field!