How do I write a note about a backer’s order for my team?
If you want to record additional information about your backer’s order so your team members can see it, you can write a note in the backer’s profile. The backer can’t see the note – it’s only visible to members of your team.
Private notes are typically used to pin information to a backer’s order; for example, you can use a private note to record any specific requests made by a backer and communicate them to the rest of the team.
To write a note about a backer’s order for your team:
- On the menu on the left, click Backers.
- Search for the backer by their name, email address, notes, or pledge ID.
- When you find the backer, click their name.
- Under Notes, in the Private Note box, enter the note about your backer’s order.
Note: If you enter a note in the Public Notes box, the backer will be able to see the note.
- Click Save.