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 your organization’s Admin Dashboard, expand the "Engagement” Tab and select the "Supporters" section. From the "Supporters" section, click on the name of the donor whose contact information you'd like to update to access their supporter profile through the Engage CRM.

Step 3: Customize Your Search Settings

To search by tag, click on "select tag" and type in a tag or use one from the drop down menu if there are previous tags. 

To search by specific attribute or custom property, click the "Add Search Filter" button and select your desired filters. Then fill in the specific attribute you'd like to search for and click the blue "Search" button to view your results. 

By applying these "tags" or "filters", it will be easier to find and segment supporters! You may also add multiple tags or filters, by selecting another tag or filter after having selecting a primary one to find just the right group you're looking for! 

You can learn more about adding custom properties and tags to your supporter profiles here!

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