Campaign Record Donors Tab

The Donors tab gives you a focused view of who has given to a specific campaign. You can review this information directly from the campaign record. It’s designed to help you quickly understand donor participation, identify key supporters, and prepare for follow‑up or stewardship.

Use this tab when you want to answer questions like:

• Who supported this campaign?

• Which donors are most engaged?

• Who should we follow up with next?

What the Donors Tab Shows

The Donors tab displays a list of constituents who have given to the campaign you’re viewing. The list is automatically scoped to that campaign, so you don’t need to apply filters manually.

For each donor, you’ll see key information such as:

• Constituent summary (donor identity details)

• Lifetime giving totals

This gives you quick context about each donor’s overall relationship with your organization and their connection to the campaign.

What You Can Do on the Donors Tab

The Donors tab uses a donors‑specific list experience that’s optimized for campaign work and automatically applies the current campaign filter.

Use it to:

• Sort and refine donor results to identify top or recent supporters

• Filter donors to support segmentation or analysis

• Export the list for reporting or outreach planning

• Save your list preferences for future visits

Your saved preferences apply specifically to campaign donor views, so the list stays tailored to how you work.

Common Ways to Use the Donors Tab

The Donors tab is especially helpful when you need to:

• Review donor engagement tied to a specific fundraising effort

• Segment donors for follow‑up, stewardship, or outreach

• Export a campaign‑specific donor list for analysis or reporting

• Move seamlessly from campaign performance to donor relationships

It pairs naturally with the Overview and Gifts tabs — letting you move from high‑level results, to transactions, to people, all within the same campaign record.