What's the difference between full donor management and basic donor management?

Basic donor management is available for our Sponsorships and Campaigns packages

- Supporter Records with the ability to track Supporter Donations and Sponsorships
- Automated Emails sent from REACH that will use the base REACH email template and can not be edited

Full donor management is available with our Essentials, Pro and Pro Plus packages and provides additional features such as:

- Email Template Customization
- Full CRM allowing supporters to be placed into Groups and Segments
- The ability to create Custom Forms
- The ability to Merge Supporter Records - Resolving Duplicates
- Admin Permissions so you can control what each admin can view/edit
- Supporter Notes and Activity History
- Admin Task & Reminders
- One-to-One Supporter Communication from the Supporter's Record

The Donation Details Report and the Sponsorship Activity Report, among others, are available with both options. 

Questions? Email us

General FAQ

  1. Holiday Support Schedule 2019
  2. Why is my web browser showing up as 'Not secure' when using REACH?
  3. How do I switch from a trial account to a full account?
  4. How do we change our plan level?
  5. What's the difference between full donor management and basic donor management?
  6. Can I allow certain admins access to only certain areas in REACH?
  7. How do I use your Retainer Service?
  8. What is the Projects module?
  9. What is the Pages module?
  10. What is the Places module?
  11. How do I hide a Place or location from showing on our public site?
  12. How do I update our main image and team images?
  13. Where can I add my Facebook Pixel code?
  14. How do I delete a supporter, sponsorship or sponsorship type?
  15. How do I update my REACH menu?
  16. Can we sort our items (donation categories, places and projects) in REACH?
  17. What's the difference between a Supporter Group and a Supporter Segment?
  18. What is the External Reference ID?
  19. How does the 'Mark as Current' option work?
  20. Can I stop some of the emails and notifications I am receiving?
  21. How do I update the Copyright date at the bottom of my site?
  22. How do I set up a form?
  23. Can we add a privacy policy page to our site?
  24. What is recorded under a supporter's activity tab?
  25. I'm having trouble logging in. Can you help?
  26. Why am I not seeing an Upload button to add a photo?
  27. What is the REACH Index and how is it calculated?
  28. Can I use my own domain name with REACH?
  29. How does REACH work with GDPR?
  30. How do I set up our online store to sell our products?
  31. What is the preferred browser to use with REACH?

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