For fundraising directors: export donor contacts as CSV
For fundraising directors: export donor contacts as CSV
Managing directors in fundraising lose donor leads when form submissions pile in inboxes, causing missed follow-ups. This creates import-ready CSVs so fundraisers start outreach quickly.
Overview
Small fundraising operations lose donors when contact submissions sit unseen and manual exports stall outreach. This workflow turns every submission into an import-ready CSV and alerts the director, delivering cleaner donor records and zero missed follow-ups.
Notable Features
- Create import-ready CSVs automatically
- Map form fields to columns
- Notify managing director on new leads