Supporter Profiles
Navigate, update, and manage individual supporter profiles
Supporter profiles give you everything you need to know about the people in your group: who they are, how they have engaged, and how to contact them.
Searching and sorting supporters
On your group's summary page you can find supporters in several ways:
- Search bar: type a supporter's first, last, or full name. Exact spelling is required.
- Sorting options: at the top of your supporter list, sort by first name, last name, or last contacted.
- Filter options: using the Add filters button, filter by:
- Engagement level (e.g. "most committed")
- Tags (e.g. attended a specific event)
- City/suburb
Viewing a detailed supporter profile
Every supporter has their own profile page accessed via the Open [supporters] detailed page button. The top of this page shows basic supporter information including engagement level (if applicable).
From this page you can also contact the supporter via the communications buttons, manage contact preferences, or remove the supporter from the group.
Supporter profile information
Below the contact buttons are three tabs:
| Tab | Contents |
|---|---|
| Supporter details | Personal information and tags or tag filters |
| Contact log | History of communications for the supporter |
| Notes | Any notes which have been added to the profile |
Logging contact
Keeping a record of engagement is vital. From the right-hand side of a supporter profile, click Log contact:
- Select contact type (phone, email, SMS) and status (e.g. missed call).
- Add free-text notes.
- Record an RSVP to an event (choose from dropdown).
- Update the supporter's contact preferences at the same time.
Other ways to log contact
Contact can also be logged via call lists, or from within SMS/email threads.
Removing supporters
Sometimes supporters need to be removed from a group (e.g. at their request).
| Role | Action |
|---|---|
| Admins and captains | Can remove directly (button at top-right of profile). |
| Vice-captains | Can request removal. An automated approval email goes to the group's point person. |
When removed:
- The supporter remains in your organisation's NationBuilder database.
- Exclusion tags are added so they no longer appear in the SupporterBase group.
- They will no longer be contactable by group leaders.
