Meet your Leads and Donors

People Section

Written By Paula Torres (Administrator)

Updated at September 3rd, 2021

In AFRUS you will be able to see the personal data information of your Donors and Leads.

In addition to centralizing the data of your leads and / or donors, you will be able to view the source data, metadata, history of actions and the list of transactions and details of subscriptions of each of your contacts.


Below we will explain what you will find in the PEOPLE SECTION.

1. Enter the PEOPLE section, found in the left side menu.


2. Then, you will find this screen where you will see the list of your database, according to the date filter that you select, your results will change, the data that you will see from your database are:

  • You will see data like:
  • Contact name
  • Contact email
  • Contact type (Lead, Sole Donor, Recurring Donor)
  • If it is recurring, you will see the amount of your subscription
  • Total amount of donations made
  • Country
  • Telephone
  • Last event (last time the contact interacted with an AFRUS form)



3. You can create a contact by clicking on the blue button called ADD, you just have to fill in the information you need:


4. You can also download your database, this download will work depending on the date filter you select:



5. You can import your external database, just drag the excel or csv file, click IMPORT and finally tie the boxes.



6. When entering a specific contact, the internal page will open where you will find several sub sections, which we will see below:

Contact

a window called CONTACT that shows the internal page of the personal data details of your donor and / or lead:


This is the detail of each item in this sub section:

  • Donor or Lead Name:


  • Person ID, this ID is given by AFRUS to identify the contact:


  • I nformation contact data filled by the donor or lead, through the form of AFRUS.


  • Tags, these tags allow you to group or identify your donors or leads by tags


  • Total amount and donations, In this part you will see the total donations and Amount of accumulated donations. If the donor is a recurring donor, the green box will show the amount of their subscription.


  • Contact origin, Here you will see in which form and campaign this contact became part of your database. That is, through this form and campaign your contact was registered for the first time.


  • Source details, Here you can see which URL the donor or lead accessed to make their registration or donation through AFRUS, It will also show you the configured UTMs if this person comes from Pauta.


  • Metadata, Here you can view the specific contact tracking data:


  • Score , This is the score given to your leads, for each interaction made with the emails (Email Marketing) sent by the organization.

Transactions

In this section you will view the history of the transactions made by the Donor.
Here only data will be displayed, when the person's status is Donor or Recurring.

You can see data such as the date of the donation, the amount, the type of donation, the status of the transaction and the issuance of the certificate.


You can also perform 2 important actions:


1. Make returns. See Manual
2. Create new transactions. See Manual

Subscriptions

In this sub section, you will find the details of the donor's subscription (s).

If the donor is not a recurrent, you can get the option to create a new subscription:



If the donor is Recurrent, the visual will be different. You will find the details of the subscription, under which payment method it was made, payment gateway that makes the payment, total donation, date of the next charge.



This sub section will allow you to carry out two important actions with your partners.

1. Create new subscription. See Manual
2. Cancel subscriptions. See Manual

Events (edit)

In AFRUS an event is considered an action, that is to say that in this sub section, we will read in detail each action of the donor or the organization over time.

We can see the events in detail or segment and filter the events by date or by type of event, as shown in the following video:

Interactions

This panel will help you to keep track of your interactions with your donors.

You can add your contact notes for each meeting, call or email sent, where you will select the date and details of the interaction.






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