People represent the individuals in your organization/campaign.

For product overview, visit our Membership Management Software page.

Each Person belongs to one primary Chapter (and optionally multiple secondary Chapters on Standard plan or higher), and can have one primary phone number and email. Two people in your organization cannot have the same primary phone number. Two people can share an email address.

When a Person submits a form from one of your websites, the Properties and Custom Properties from the latest form submission update the Person record.

Every Person has a set of fixed Properties, and additional Custom Properties specific to your organization. Team members see these values on the person's profile in the dashboard and in the Solidarity app. Protected properties show only to team members whose role has View Protected Properties.

Activity Stream

The activity stream shows every interaction a Person has had with your Organization, such as form submissions, texts, calls, read emails, donations, and opt-outs. It also shows notes or actions created by a Team Member.

Working with Your Data

• Filter and segment your people
• Import people from CSV files
• Export your data in CSV or JSON format

Printer-Friendly Layout

To print your People list, apply the filters and columns you need. Then open the More menu (the ... button) and click Printer-friendly Layout. It opens in a new tab with a simple table that matches your current columns, filters, and sort order. It is not available in the grouped list view.

This feature requires the View Printer-Friendly Layout permission. If you don't see the option, ask your organization admin to enable it for your role.