Before You Start
If your nonprofit is on the Expert plan, the platform lets you create structures to manage legal entities. Just like individuals, legal entities can interact with your nonprofit β foundations, federations, other nonprofits, and more.
Structures are contacts β just like individuals β stored in your organization's CRM.
This article covers the following:
Enabling the Module
The Structures CRM, which lets you manage legal entities, is only available on the Expert plan.
To upgrade your plan, go to your "My Subscription" page and click "Edit Subscription" > "Choose a different plan": select the Professional plan and confirm.
Structure Module Benefits
- The module is directly connected to your community.
- It lets you easily group individuals who belong to the same legal entity. Learn more about how the CRM works in this article.
- You can reach Structures directly via direct messages or email campaigns.
- Online membership is available for Structures. See this article for more information on the Membership feature.
Scope of Structures
π’ Structures can be used with:
- the Community (CRM),
- Memberships: a structure can join your nonprofit through a membership campaign created specifically for structures,
- Email campaigns: you can send email campaigns to Structures.
β Structures cannot be used with:
- Events: a structure cannot register for a ticketed event,
- Donations: it is not possible to create a donation campaign specifically for structures,
- Product Sales: a structure cannot purchase products from an online shop.
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