Contact management
Our guide to managing your contacts and integrating them with your other favorite tools.
Simplyk allows you to view all your contacts directly from your dashboard. You can contact them, export the data and generate links specific to each donor. To do this, click on the "Contacts" tab.

My Contacts

This is your main contact page, which gives you a variety of options:

Search by filter

By clicking the + Add filter button you can filter your contacts by name, last name, email, transaction date, most recent transaction, language, and total amount.
The magic link opens a form pre-filled with information from each donor. The amounts on the buttons will be adapted to each individual to increase the donation amount while making it easier to donate. You can also choose the campaign used for the link.
Send this link to each individual or export the list to your newsletter tool.

Mass emailing

Using the Contact button, you can create an email to send to the selected contacts. Add images, links and colour to customize your emails and send your newsletters!
To send an email to a specific donors, select the donors using the checkbox options. Your email will be sent to the selected list.

Exporting contact list

Use the Export option to download an Excel report with all your contact information. Use the different filters to generate specific reports and segments of your contacts.

Donor Contact Page

When you click on the name of a contact, it will take you to the donor's contact page. You'll be able to see the donor's information and preferred language, the total amount they contributed to your organization, the tickets they purchased, and a list of all of their tax receipts.
Below is a list of features that are available on this page.

Generating a tax receipt

You can manually generate a tax receipt for the donor by clicking on 'Actions' on the top right corner and then selecting 'Generate tax receipt. The fields are pre-filled for quick receipt generation.

Sending emails

You can then send the tax receipt you generated or any other email to the donor by clicking 'Send message.'

Adding a donation

You can add a donation manually from the donor's contact page by clicking 'Actions' and then selecting 'Add a donation.'

Adding notes

If there's information about the donor or pertaining a donation or ticket purchase that you'd like to remember, you can use the Notes section on the bottom left. Simplyk click the '+' button to add your note.

My Visitors

Simplyk allows you to see all the visitors who have at least filled an email in your form. You'll see what actions they've taken in the Status column.
If the status of the donor is "Address filled," that means the donor has filled out their contact information but has not proceeded to payment. You can use the Contact button to send them an email to give them a final push!

My Emails

You can see all the emails you've sent your contacts from the My Emails section.
Click on an email to see if it has been opened or not.
More possibilities to manage your contacts:
Last modified 15d ago