Adding Activities to the Timeline

An Activity is a type of Timeline entry in Donorfy. It is used to represent the various interactions that you have with Constituents - such as:

  • a phone call, in or outbound
  • a letter received or sent
  • a meeting
  • a request for a fundraising pack
  • etc

These are called Activity Types, and can be set up in Settings.

To add an Activity:

  1. Click the orange Add button and choose Activity.
  2. Find the Constituent on whose Timeline you want to add this Acivity (you won't need to do this if you are doing this from within a Constituent record)
  3. The date will default to the current date
  4. Choose an Activity type from the dropdown
  5. Choose the Campaign (optional)
  6. Enter any notes about this Activity
  7. Click Save Changes

You can also:

  • set this Activity to be an Alert - which means it will show on the Constituent Profile, signified by the display of a speech bubble in the Constituent record
  • add a Task to the Tasks list for yourself or another Donorfy user in your organisation:
    • Details - the subject for the Task (e.g. "Call to arrange a meeting")
    • Assigned to - leave as yourself or choose a colleague
    • Due date

 

 

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