 | Where do I find it? You can find the Contacts page by going to Contacts > Contacts List. |
Contacts is a feature of your RescueGroups.org service that helps you keep track of people you know, including your volunteers, vendors, adopters, community members, etc.
Here are some of the benefits to using the Contacts feature:
- Export contact information for your mailing lists
- Keep track of fosters and which animals they currently foster and have fostered in the past
- Use with the Calls feature to document requests for help or information
- Share your Do Not Adopt list
You can filter the Contacts list by clicking one of the letters at the top of the page. For example, if you click the letter C, only contacts that have a last name starting with C will be listed.
Adding a contact
| Where do I find it? You can find the Add a Contact page by going to Contacts > Add a Contact or by going to the Contacts page and clicking Add a Contact. |
Enter the new contact’s information, including email address and name.
If you want the new Contact to receive an email inviting them to register on your web site (if you have the Website service), select the Send Invite check box. The registration invitation email is a quick way to send the person a link to your web site, and let them know they can register. If you chose to send the new Contact a website registration invitation, they will receive an email from your organization with a link to your RescueGroups.org website asking them to register.
 | The registration invitation email uses your default domain name that you may want to verify on the Domains page. |
Managing When Contacts are Automatically Added
| Where do I find it? You can find the Contacts Settings page by going to Contacts > Settings. |
You can control when new contacts are automatically added for you, including:
- When an Online Form is submitted
- When a Meet Request is submitted
- When a Call is created from the "Contact Us" page
- When an Animal Sponsorship is submitted online
- When a User registers
From the Contacts Settings page you can individually set if a new contact should be added under each of the five conditions above.
If you select "Do not add a contact record" for any of the conditions you will have to click the option to add a contact when viewing the record (for example when viewing the Submitted Form). Otherwise the person's contact record will not appear in your Contacts list.
Editing a contact
Deleting a contact
Inactivating a contact
You can mark a contact as inactive by going to the Contacts List (Contacts > Contact List), selecting the check box next to the contact you want to inactivate, and selecting Inactivate from the Actions drop down.
An inactive contact will not appear in the list of contacts, for example, when selecting a Foster for an animal. However, the person will continue to receive emails from your organization, and can still log in to your account if they have permission.
Exporting your contact list
You can export a CSV file with your contacts that you can import into a label printing program.
Go to Contacts > Contacts List.
On the right hand side of the screen, select Options, Export to CSV
You can also do this from Contacts > Groups, then select the Group you would like to export.