Adding Activities to Contacts

After learning all about Activities, you can manually log them against your Contacts in the DMS to keep track of crucial donor interactions.

Adding a Single Activity

1. Visit the Contacts Tab

2. Search for the Contact you want to add an Activity to

Search for your desired Contact and select its Name

3. Once on the Contact’s Profile, navigate to the Activities section to see a list of all Activities for this Contact (if they have any)

On their Contact Profile, select Activities

4. Select New Activity and choose from a list of available Activity Types. You can also add new Activities Types.

Select New Activity

5. On the next page, fill out the relevant details about the Activity:

Fill out the necessary fields

• Added by: which User in the DMS adding this Activity.
• With Contact: the Contact who is set to perform the Activity.
• Assigned to: assign this Activity to another member in your organization. Once the Activity is created, this will notify the Contact by Email.
• Subject: the subject of the Activity. (e.g. “Thank you calls”).
• Campaign Group: legacy field that is currently not being used. Please leave it blank.
• Engagement Index: legacy field that is currently not being used. Please leave it blank.
• Location: the location the Activity is set to take place.
• Date: the date the Activity is set to take place.
• Duration: the approximate scheduled time.
• Activity Status: whether the Activity has been completed, is scheduled for the future, did not take place, etc. You can also add new Statuses by selecting the “gear icon”.
• Details: optional details of the Activity.
• Priority: if the Activity is Urgent, Normal or Low Priority. If marked Urgent, the Activity will appear in red. You can also add new Priorities by selecting the “gear icon”.

6. You can also attach a document, repeat the Activity and/or schedule a follow-up Activity by selecting the sections at the bottom of the page

Expand these sections for more options

7. When ready, select Save to add the new Activity to the Contact.

Adding Activities to Multiple Contacts at Once

1. Visit the Contacts Tab

2. To select the specific Contacts you wish to add an Activity to, select either:

• (1) The specific Contacts from your list,
• (2) Every listed Contact on the page, or
• (3) All Contacts in your search criteria

Search and select your desired Contacts

3. From the Actions menu, select the Add activity option

Select Actions > Add activity

4. On the next page, you will see the following information:

Fill out the necessary information

• Activity Type: if the Activity is a Meeting or a Call. If you wish to add new Activity types, please contact your Onboarding Specialist.
• Added by: which User in the DMS adding this Activity.
• With Contact: the Contact who is set to perform the Activity.
• Activity Separation: create separate Activities for each Contact or if they should all be linked through this Activity.
• Assigned to: assign this Activity to another member in your organization. Once the Activity is created, this will notify the Contact by Email.
• Subject: the subject of the Activity. (e.g. “Thank you calls”).
• Campaign Group: legacy field that is currently not being used. Please leave it blank.
• Engagement Index: legacy field that is currently not being used. Please leave it blank.
• Location: the location the Activity is set to take place.
• Date: the date the Activity is set to take place.
• Duration: the approximate scheduled time.
• Activity Status: whether the Activity has been completed, is scheduled for the future, did not take place, etc. You can also add new Statuses by selecting the “gear icon”.
• Details: optional details of the Activity.
• Priority: if the Activity is Urgent, Normal or Low Priority. If marked Urgent, the Activity will appear in red. You can also add new Priorities by selecting the “gear icon”.

5. Once all details have been filled out, select Save and the Activity will be added to each Contact’s Profile.