Lookup Supporter Gadgets

Sometimes you need to accomplish tasks that are specific to a single supporter. Gadgets are a customizable way you can view supporter specific data and perform tasks related to that data in Engaging Networks.

Gadgets are available when viewing a supporter within Data & Reports > Lookup supporter and show on the screen along with other supporter information. To add new gadgets, just click Add Gadget:

It will then show you a screen of available gadgets (apart from ones you may already be using). Click to add any gadgets you like to the supporter screen:

What does each gadget do?

Gadget

Description

Activity Summary

The “Activity Summary” gadget summaries supporter activity over ten categories such as “Total Gifts to Date” or “Email Activity”. For detailed information on this gadget click here.

E-cards

The “E-cards” gadget displays all e-cards sent by the supporter. For detailed information on this gadget click here.

Ecommerce Orders

The “Ecommerce orders” gadget displays any orders made by the supporter on an Ecommerce page. For detailed information on this gadget click here.

Events

The “Events” gadget displays supporter activity against any Event pages. Within each row is ticket information, attendee information and transaction information. For details information on this gadget click here.

Manage Supporter

The “Manage Supporter” gadget is the default gadget included in your layout. It can display any supporter fields from your default supporter record that you would like included in your layout. For detailed information on this gadget click here.

Memberships

The “Memberships” gadget displays any membership page transactions made by the supporter. For detailed information on this gadget click here.

Peer-to-peer Summary

The “Peer-to-peer Summary” gadget displays all site level and individual fundraising pages for the supporter if you are using the Peer-to-Peer module.

Process Transaction

The “Process Transaction” gadget allows you to quickly do data entry and add transactions to the supporter record. For detailed information on this gadget click here.

Question Responses

The “Questions & Responses” gadget contains all non-opt-in question responses submitted by the supporter.

Recurring Donations

The “Recurring Donations” gadget displays all recurring donations made by the supporter. For detailed information on this gadget click here.

Single Donations

The “Single Donations” gadget displays all single donations made by the supporter. For detailed information on this gadget click here.

Supporter Notes

The “Supporter Notes” gadget allows you to add a note to the UI. NOTE: NOTES ARE NOT STORED IN AN EXPORTABLE FORMAT

Transaction History

The “Transaction History” gadget displays a list of the supporters transactional history stored within Engaging Networks by transaction type. For detailed information on this gadget click here.

You can customize the layout of your gadgets by clicking on the “Layout” button at the top of the screen and selecting which of the five layouts you would like to use.

Once you have selected your layout you can then drag and drop your gadgets into place using the move icon .

Most gadgets will also have a help icon that contains a brief description of the gadget and it’s optional settings when applicable.

To change the gadget settings click on the settings icon .

To remove a gadget from your layout, just click on the delete icon to delete it from your layout.

Updated on March 12, 2020

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