What this helps you do
Conversations are private one-to-one threads. When a supporter replies to a message, it lands here, and you can also start a new conversation with anyone connected to your organization.
When to use it
Use it for personal follow-up: answering a donor's question, confirming a volunteer's availability, helping a program participant with a schedule, or thanking a major giver one to one.
How to do it
- Open Conversations.
- Read replies as they arrive, or start a new conversation with anyone connected.
- Search by name, email, or message text to find a thread.
- Reply, and everything with that supporter stays together in one thread.
Example
After a year-end appeal, a donor replies asking to move her monthly gift to the 15th. It appears in Conversations. You confirm it personally, thank her for her steady support, and the whole exchange stays in one thread you can find again by searching her name.
Good to know
- Everything with one supporter stays in a single thread, so nothing gets lost.
- Search covers names, emails, and message text.
- One-to-one replies are where a supporter becomes a relationship.