User Records

As an administrator of a group, GivePulse provides a CRM for you to manage user records. In many instances, your group may consist of various people with data including their first name and email. Instead of storing it in a document, you have a one stop shop to manage all the data, interactions, engagement of you and your users. 

To access your user records, you may go to "Users" in the group navigation. 

You will notice there will be columns of data, each enabling you to either click and sort or type in and search. 

Configure Layout: If you wanted to configure the layout of the columns, you may select this and choose additional variables to display or change the ordering of how they are displayed.

Actions: This will give you a set of actions to do the following: 

  • Message Users
  • Export the data
  • Create new user
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