Campaign clients Track progress across every active call program. Select campaign client Select a client Edit client New client
Bulk donor import Upload a CSV or Excel file to add or update donors in batches. Assign donors to client (optional) No client (import as unassigned) Leave blank to add donors without campaign assignments. If the spreadsheet includes a client column, that will override this selection. Drag and drop a CSV or Excel file or click to browse Matching columns such as Name, Email, Phone, Suggested Ask, and Notes update donor profiles. To import giving history, add Contribution Year, Contribution Candidate, and Contribution Amount headers. Numbered variants (e.g., "Contribution 2 Amount") add multiple entries per donor. Unrecognized columns are ignored automatically. Import donors Clear file
Assignments Drag donors between lists to update focus queues. Select client Available donors Assigned donors