A new campaign might require a different donor database. If your new campaign is targeting a different type of donor, you will want to train the AI to find those types of donors. Uploading a new donor database is required.
1. Go to “Settings” from the top menu bar.
2. Select “Donor Databases” from the left-hand menu bar.
3. Click “Add Database.”
You will then be prompted to upload a .csv file of your choice from you computer.
4. Match the columns of your donor database to the correct category. save your new database.
This database will now be an option when creating and/or editing campaigns.
*Note, this file must be a .csv file.
**Note, at a MINIMUM, this file must contain First and Last Name, as well as Email Address.
***Note, if you would like to use a generic donor database (supplied by boodle), please contact email@example.com for support.