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BetterUnite Help Center
Donor Management/CRM

BetterUnite Basics
Donation Pages
- Donation Page Frequently Asked Questions
Setup Your Event
Run Your Event
Close Your Event
- Payments & Transactions
Auctions
Donor Management/CRM
Peer-to-Peer Campaigns
Membership Management
Volunteer Management
- Setup and Manage Volunteers
- Volunteer FAQs
Grant Management
Email Marketing
Automation Workflows
Donor Journeys and Portfolio Management
Payments
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Better.AI
Resources
Training Videos
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- 2024 Trainings
Text to Give
Frequently Asked Questions

Donor Management/CRM

Word Template Merge Fields
Understanding “Total Influenced Donation Amount”
Understanding the Engagement Score
Wealth Insights Reference Guide
Viewing & Managing DonorSearch Wealth Information
Household Name explained
Donor Statements

Overview and Basics

Contacts Overview
How to export activities
Understanding the Opportunity Score
How to create a single contact
How to log an activity for a contact
How to add custom fields
How to manage contact relationships
Contact Search
Donor Documents - files / attachments
Soft Credits
Bulk Delete Contacts
How to Merge Duplicate Contacts

Groups, Tags, and Contact Lists

What are tags?
How to create contact groups?
How to add contacts to a group?
How to Show Contacts in a Group?
Tag Expirations
Manage Contact Lists
Dynamic Lists - Saved Searches

Import and Export

How to export contacts
Email Contact and Group Import

Donor Statements

Generate Letters/Word Merge
Sample Word Merge Letter Templates
Include Donor Statement Links in Email Marketing

Activity Management

Manage contact activities in bulk
Activity Management
Manage activities for an individual contact
Track Incoming Emails Automatically (Receiving Domains)

Outreach Lists

Call Lists Overview
How to Create an Outreach List
How to add contacts to a call list

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