Manage Your Constituents

Constituents are defined as the registered users on your site (sometimes referred to as contacts).

They are registered on your site in several ways. Most often, they perform an interaction that automatically registers them (such as making a donation, purchasing a ticket to an event, or participating in a fundraising event). Sometimes they register directly or are entered into the system manually by administrative staff or through an uploaded batch file.

Regardless of how they were registered, the system creates and maintains a constituent record (also referred to as a contact record or Profile) for each person that contains their name and email address as well as any other biographical and residential address entered with the registration method.

The information in the record is organized into several pages, including the main Profile page that contains their biographical details, the source codes that show how they were registered, and various summaries of activity and information as well as other pages for recording and storing the interactions they have with your site, monetary transactions performed, and group memberships, preferences, and interests to help target appropriate communication toward them.

With appropriate permissions, you can add and modify details in the constituent record as well as assign administrator privileges to certain constituents.

Note: On the web site pages that your constituents view, their constituent record is referred to as their account or profile and they can modify their own information on these pages.

To prevent multiple records from existing for the same person, you can use duplicate management techniques to have the system resolve the potential matches when attempting to create each new record.