Lookup Supporter allows Users to search for supporters in Engaging Networks and navigate to individual supporter records. From the records, Users can easily manage and update information related to supporters, such as address details, opt-in responses, and the status or frequency of recurring donations. The availability of supporter lookup and its functionality depends on a user's permissions.
Users can access Lookup Supporter from Data & Reports > Lookup Supporter or from the Supporter Search dashboard gadget for a simple search.
To start a simple search, enter a full or partial field value and select ‘Go’
Search Fields:
Full or partial:
First Name | Last Name | Email Address | Supporter ID (use lowercase ‘id’ when searching: e.g. id:123456789).
You can create a unique search result layout with up to 10 supporter fields as columns by selecting the blue cog icon in the simple search layout, choosing fields, and selecting Update:
To create a new supporter, select the + New Supporter button and complete the necessary fields, ensuring the record has a unique email address.
Supporter Search Dashboard Gadget
On the main dashboard of Engaging Networks, Users with adequate permissions can add the Supporter Search gadget using the Add Gadget button
Advanced Search
The Advanced Search tool is part of the Supporter Lookup functionality. It allows Users to search for supporters using the supporter fields available in the account, search across multiple fields, and use various search operators.
Users can define which fields are shown when performing an advanced search in the account by selecting the cog icon, selecting the fields to include, and saving the configuration. This is an account-wide setting that applies to all Users and can help reduce the number of fields to only those needed for searching.
Advanced Search Functions and Logic
Users can search using up to five fields with AND logic, so returned records must meet all search criteria.
Operator
Definition
Example
Fuzzy Match
Returns results that are similar to the search term, allowing for typos, misspellings, or minor variations.
Searching “aplpe” returns "apple"
Equal To
Search terms must match exactly.
Searching "apple" returns only "apple", not “apples” or “Apple Pie.”
Not Equal To
Will return all results excluding the search terms (but not blank values).
Date-based comparisons that return results below a given value. Format must be YYYY-MM-DD.
Searching “2025-01-01” returns any fields formatted as dates before 2025-01-01
Greater Than
Date-based comparisons that return results above a given value. Format must be YYYY-MM-DD.
Searching “2025-01-01” returns any fields formatted as dates after 2025-01-01
Search Results Actions
From the results screen, Users can take a variety of actions for supporter records:
The magnifying glass icon opens the full supporter record, where Users can see a supporter’s transaction history, update supporter details, manage donations, and more using the .
The pencil icon opens the Supporter Details gadget, allowing users to quickly update supporter field values and opt-in statuses without opening the entire supporter record.
Users can customise which supporter fields and opt-in questions are displayed within the supporter details gadget.
The red cross icon allows you to permanently delete records individually.
Supporters can also be permanently deleted in bulk by selecting the checkbox to the left of each record.
Once more than one supporter is selected, a bulk actions menu will display, allowing the records to be deleted at once.
After selecting Supporter to delete, you will need to confirm the action before supporters are deleted, either individually or in bulk.
Merging Supporter Records
Merging records allows you to permanently merge two separate records into a single retained supporter record. The full merge process can take up to 24 hours for the merged transactions to appear on the retained record and the fundamentals of merging
To merge, select the check boxes next to the two records that should be merged and select Merge 2 Records:
On the next screen, using the left and right arrows, you’ll be able to choose which supporter fields from which record to retain. The orange arrow allows you to merge all of one record, whilst the grey arrows will just merge that field. You can also edit the fields if required.
Overview of data practice when merging
Supporter ID + Created Date: Oldest Retained
Supporter Email: Selected in step 2 below
Supporter Fields: Selected in step 2 below
Opt-ins and questions: Most recent applied but all responses retained
