How do I add someone who is not in the database?
When you add a constituent to eManager, you have the option to first search to if the constituent already exists in your account.
- Log in to eManager
- Select "Constituents" from the Application navigation
- Search for the person by last name, USPS address and/or email address. If you cannot find them you can click the red link which says “Create New” which will pre-fill your search criteria on the "Create User" page. Alternately, click on “Create User” in the sidebar.
- Fill in all the prefix, name, email address and address information. You will be able to add more infomation on the next step. Click “Save.”
- Fill out prefix, first name, and last name, email address and/or any other information you have to complete the profile.
- Click Save when you are done.
You will be on a page that says "Constituent: John Smith" (ex. Constituent name). This is the summary page of the new constituents profile.
- Click on the Contact tab if you want to enter any more address information. Click Save when you are done.
- Click on the Profile tab where you check the Opt-in flag, choose a Press Type option, or select other profile information. Click Save top right of box.
|
|
