Data Setup Overview

The REACH Data Setup area provides you with the tools you need to import your data and provides a list of Exports for download and review.

Data Setup is also where you will create any:

Custom Fields for your Sponsorship and Supporter records

Custom Forms for capturing information from your supporters on your website

Tags for giving additional context, assigning records, or grouping related records for easy viewing and reporting; and,

Automations for setting up immediate admin notifications when certain records are created or updated within REACH.

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Custom Fields