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:

  1. On the menu on the left, click Backers.
  2. Search for the backer by their name, email address, notes, or pledge ID.
  3. When you find the backer, click their name.
  4. 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.

  5. Click Save.

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