Your contacts are the people at your organization who receive our emails. For each contact, you choose whether they get an email for every new donation.
Contacts are not users. A contact can't sign in to your account. To give someone access, create a user. See Create and manage users.
You can manage contacts if you signed in with your charity ID number, or if you are a user with the Profile Pages permission.
Where do I find our contacts?
Go to Settings › Organization › Contacts. The organization profile opens in a new tab, on step 3, Contacts.
Your contacts are listed under Your Contacts, with their First Name, Last Name, Email and Phone. You need at least one contact.
How do I add a contact?
Fill in the contact's details:
First Name and Last Name (required). Israeli charities can also enter the name in Hebrew, in the second box.
Email (required).
Select Country (required). The country's phone code is filled in for you.
Cellphone number (required): 8 to 10 digits, without the leading zero.
Position (optional): the person's role.
Choose which emails this contact gets. Both boxes are ticked for a new contact:
Notify me of all new donations
Keep me up to date of important changes and opportunities
Click Add Contact.
The contact is saved right away, and you see "Contact has been saved successfully."
Which emails does each contact get?
Notify me of all new donations: the contact gets an email for each new donation. Some other emails about donations and payouts also go only to contacts with this box ticked. See Notifications: How do we know when we've received a donation?.
Keep me up to date of important changes and opportunities: the contact gets news about changes and opportunities from our team.
Some emails about your account itself go to all your contacts, whether or not a box is ticked. For example, an email when we can't collect a charge for our services from your account.
To stop new-donation emails for someone, untick Notify me of all new donations for that contact, as described below.
How do I change a contact?
Click the pencil icon next to the contact. Their details appear in the form above the list.
Make your changes, for example tick or untick a box.
Click Save Contact. The list updates.
Click Save at the bottom of the page. Your change is saved only after this step.
How do I delete a contact?
Click the trash icon next to the contact.
In Are you sure?, click Confirm.
The contact is deleted right away, and you see "Contact has been deleted successfully." Keep at least one contact on the list.
Common problems
"Email address already added." This email belongs to another contact on your list. Each contact needs their own email address.
"This email address already being used for a charity – please select a different email address" The address is already used as the main email of a charity account, yours or another one. Use a personal work address for the contact instead.
The field turns red when I click Add Contact. A required field is missing, or the phone number is not 8 to 10 digits.
I changed a contact, but the change is gone. After Save Contact, click Save at the bottom of the page.
I can't move on to step 4 of the profile. Add at least one contact first.