CiviCRM. Constituent Relationship Management System

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "CiviCRM. Constituent Relationship Management System"

Transcription

1 Manhattan Jewish Experience Fifth Avenue Synagogue November 16th, 2006 Constituent Relationship Management System Integrated Community Website CiviCRM. Constituent Relationship Management System Nonprofits and community groups maintain relationships with many types of constituents. Create efficiencies and new opportunities to better communicate and benefit from relationships with your constituents. Segmentation tools. Use groups, simple and searchable tags, and/or relationships to segment constituents. Highly configurable. configure it to work with your existing processes. Unlimited locations, addresses, phone numbers, s and custom data fields. Contacts. Store common nonprofit contact data (individuals, organizations, and households) that support donor management, case management, voter, and advocacy applications. Relationships. Understand the relationships between any two contacts with standard (volunteer, employer, head of household) relationships or create your own unique custom relationship types. Activities. Record standard activities (phone call, meeting, ) for any contact or create your own custom activities that meet your needs. Smart Groups. Create smart groups based on any search criteria or create standard groups that are simply lists of contacts. Custom Data. Create unlimited custom data fields in virtually any format, including radio buttons, drop-down menus, etc. All custom fields are searchable and can define a smart group. Support Multi-site Organizations and Networks. Centrally store data across multiple organizations or web sites. Permissions. Access to certain groups of contacts can be limited to specific users, offering a way for volunteers to manage small portions of the larger database. Pg. 1

2 Tools for engaging your supporters. CiviMail. Personalized blasts and newsletters. Target mailings by including or excluding any number of CiviCRM group(s), or previous mailing recipients Personalize your messages using mail-merge tokens. Track when recipients open your message. Track click-throughs. Manage bounces and unsubscribe requests.... and more CiviMember. Online signup and membership management. Configure any number of membership types or levels for one or more organizations and/or chapters of an organization. Customize membership statuses and rules. Create customized web pages for self-service membership signup and renewal. Search and list memberships by date, type, status, contact info including name and address. Integration with CiviContribute for membership payments, and with CiviMail for membership appeal campaigns. Pg. 2

3 CiviContribute. Online fundraising and donor management. Define your own contribution types for the different contributions your organization receives: inkind, cash, and volunteer time, for example. Add custom fields to track extra information about a contribution or contributor (for example, specific information required by the FEC for campaign contributions). Create as many different Online Contribution pages as you need - for different campaigns, chapters, etc. Automatically generate receipts, and track thank-you notes. Easily import and export contribution data to/from other systems like an accounting package. Search for contributions by type, amount, date, etc. Offer a selection of premiums (thank-you gifts) to your contributors. View past contributions when viewing any contact record. Pg. 3

4 Integrated Community Website Content management system Easily create, publish and manage rich content. Create events and publish them to the community calendar. Maintain a contact form, routed to appropriate personnel. Post webforms and surveys, solicit information from members. Post images, maintain photo albums. Provide full search abilities. Provide RSS syndication feeds for all content. Post audio files, provide syndicated podcasts. Community features Allow visitor comments, optionally turn on and off. Allow members to post content, and optionally moderate content. Allow member profiles, social network features. Different groups/spaces for each committee, allow members to join. lists. Accept online payments & donations....and more Integration with CiviCRM All management via a secure, integrated area of the website. Members can provide and update certain information via the website. Integration with committee groups/spaces. Pg. 4

5 Contact Digital E. 73 rd St. Suite 4 New York, NY David Notik Office: (646) Mobile: (206) Pg. 5

The GingerFeet Getting Started User Guide: CiviCRM

The GingerFeet Getting Started User Guide: CiviCRM The GingerFeet Getting Started User Guide: CiviCRM Table of Contents Conventions Used in this Guide...6 CiviCRM: Getting Started...7 Section 1: What is CiviCRM?...7 CRM Defined...7 What is a database?...7

More information

Request For Proposal. MetroEast Community Media RFP number: 2011- CRM1 RFP date: 2011- May- 2

Request For Proposal. MetroEast Community Media RFP number: 2011- CRM1 RFP date: 2011- May- 2 Request For Proposal MetroEast Community Media RFP number: 2011- CRM1 RFP date: 2011- May- 2 Basic information Contact information for technical questions Contact info for commercial questions How to send

More information

Using CiviCRM. 1 open source. Develop and implement a fully-functional, systematic. Joseph Murray, PhD. CRM plan for your organization using CiviCRM

Using CiviCRM. 1 open source. Develop and implement a fully-functional, systematic. Joseph Murray, PhD. CRM plan for your organization using CiviCRM Using CiviCRM Develop and implement a fully-functional, systematic CRM plan for your organization using CiviCRM Joseph Murray, PhD Brian P. Shaughnessy [ ii PUBLISHING 1 open source I community experience

More information

Contact Management. Presents: Fundraising Software Product Evaluation Checklist

Contact Management. Presents: Fundraising Software Product Evaluation Checklist Presents: Fundraising Software Product Evaluation Checklist Fulfilling the mission of your organization requires two elements: energetic and committed people and the financial resources to grow and fund

More information

How to Get the Most Out of Your Fundraising Database. Robert Weiner

How to Get the Most Out of Your Fundraising Database. Robert Weiner How to Get the Most Out of Your Fundraising Database Raising Change: A Social Justice Fundraising Conference July 25, 2008 Robert Weiner Consulting robert@rlweiner.com www.rlweiner.com 415.643.8955 My

More information

GiftWorks Online Donations

GiftWorks Online Donations GiftWorks Online Donations Getting Started GiftWorks Online Donations delivers a fast, convenient tool for accepting online donations (through your website or through an email link) and downloading those

More information

Reports and KPIs Guide

Reports and KPIs Guide Reports and KPIs Guide 012511 Enterprise CRM, version 2.9 US 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

More information

Database Review Performed for Fine Arts Museum of Anytown Client ID: D10000 Performed by: Lori Wehnau Date of Review: 06/30/2009

Database Review Performed for Fine Arts Museum of Anytown Client ID: D10000 Performed by: Lori Wehnau Date of Review: 06/30/2009 Database Review Performed for Fine Arts Museum of Anytown Client ID: D10000 Performed by: Lori Wehnau Date of Review: 06/30/2009 Contents Database Review...3 Client Profile...3 Support...3 Training...3

More information

Your donors and supporters are increasingly multi-channel and they expect to get information that is relevant to their lives and interests

Your donors and supporters are increasingly multi-channel and they expect to get information that is relevant to their lives and interests Luminate Online Multiple Channels, One Solution Your donors and supporters are increasingly multi-channel and they expect to get information that is relevant to their lives and interests through the channels

More information

RFP #9655 Constituent Management Solution and Website Development

RFP #9655 Constituent Management Solution and Website Development RFP #9655 Constituent Management Solution and Website Development Section 6. MINIMUM REQUIREMENTS to be completed and returned with your technical proposal. Failure to complete and return with your technical

More information

Little Green Light & MailChimp: Email Marketing

Little Green Light & MailChimp: Email Marketing Little Green Light & MailChimp: Email Marketing Table of Contents Overview 2 Connect LGL to MailChimp 3 Create your MailChimp account if you don t already have one 3 Create a list in MailChimp to sync

More information

MID-YEAR PREPARATION. 10 Simple Steps to Get You Ready for Year-End

MID-YEAR PREPARATION. 10 Simple Steps to Get You Ready for Year-End MID-YEAR PREPARATION 10 Simple Steps to Get You Ready for Year-End IMPLEMENT SIMPLE STRATEGIES NOW THAT WILL MAZIMIZE YOUR YEAR-END FUNDRAISING EFFORTS. Did you know that most organizations receive half

More information

All-inclusive solutions with a low startup cost and fixed monthly fee

All-inclusive solutions with a low startup cost and fixed monthly fee CiviCRM, by Social Source Foundation This free and open source online system offers basic functionality for donations as well as a number of other constituent interactions. It s straightforward to add

More information

GOMEMBERS. GOMEMBERS OVERVIEW Membership driven solution to help you fulfill your mission. www.aptean.com

GOMEMBERS. GOMEMBERS OVERVIEW Membership driven solution to help you fulfill your mission. www.aptean.com GOMEMBERS association management system GOMEMBERS OVERVIEW Membership driven solution to help you fulfill your mission. brochure gomembers overview 2 MEMBERSHIP MANAGEMENT FINANCIAL MANAGEMENT ONLINE SOLUTIONS

More information

Donor2. a plan. a partnership. a solution. the next level in fundraising software.

Donor2. a plan. a partnership. a solution. the next level in fundraising software. Donor2 a plan. a partnership. a solution. the next level in fundraising software. Donor2 is powerful and comprehensive software designed specifically for the needs of fundraising Donor 2 is fundraising

More information

Multiple Channels, One Solution

Multiple Channels, One Solution Multiple Channels, One Solution Your donors and supporters are increasingly multi-channel and they expect to get information that is relevant to their lives and interests through the channels they choose.

More information

Request for proposals: CiviCRM Constituent Relationship Management System. June 4, 2010

Request for proposals: CiviCRM Constituent Relationship Management System. June 4, 2010 Request for proposals: CiviCRM Constituent Relationship Management System June 4, 2010 About us The Philadelphia Public School Notebook (the Notebook) is an independent, nonprofit news service. The Notebook

More information

CiviCRM Events Management Reference Manual

CiviCRM Events Management Reference Manual CiviCRM Events Management Reference Manual Copyright 2015 Upleaf LLC. All Rights Reserved. 1. Introduction to CiviCRM Events... 3 2. Key Concepts... 3 2.1 Event Participants... 3 2.2 Event Types... 3 2.3

More information

2014-15 Donor Management Systems Use and Satisfaction Study

2014-15 Donor Management Systems Use and Satisfaction Study 2014-15 Donor Management Systems Use and Satisfaction Study Lehman Associates, LLC 2308 Mt. Vernon Ave, Suite 713 Alexandria, VA 22301 703-373-7550 www.lehmanconsulting.com / www.lehmanreports.com Tom@LehmanConsulting.com

More information

Total Good: 2. Total Fair: 0. Total None: 0. Adding and Tracking Donations Managing Donor Information Social Media Integration

Total Good: 2. Total Fair: 0. Total None: 0. Adding and Tracking Donations Managing Donor Information Social Media Integration In all three installments of NTEN & Idealware s A Consumers Guide to Donor any other vendor! Further, this report now includes higher cost solutions, and DonorPerfect received more Excellents at a better

More information

Choosing a Broadcast Email Tool

Choosing a Broadcast Email Tool Choosing a Broadcast Email Tool March 2010 Logistics Ask questions! Otherwise I m speaking to a black hole! Choosing a Broadcast Email Tool Enter questions into the Chat with Presenter box February 2009

More information

By the end of this section, you will be able to: Create an Email Campaign Link Email Campaign to Interest Category. Populate Initial Campaign Audience

By the end of this section, you will be able to: Create an Email Campaign Link Email Campaign to Interest Category. Populate Initial Campaign Audience Email Campaigns Overview...2 EXERCISE 4.1: View an Email Message...3 Review: Constituent360 Groups...4 Key Concept: Email Campaigns...6 Email Campaigns...8 Email Calendar...9 Creating a New Campaign...

More information

Effective Email Communications

Effective Email Communications White Paper Effective Email Communications Contents Uses for Email...1 Building Your Address Book...1 Identify the Audience for Your Message...2 Define a Goal for Your Email Campaign...3 Craft Your Email

More information

Effective Online Marketing 101.3: Measuring and improving housefile health

Effective Online Marketing 101.3: Measuring and improving housefile health Effective Online Marketing 101.3: Measuring and improving housefile health Patrick Hansen and Kenan Pollack Senior Interactive Consultants About Us Patrick Hansen Kenan Pollack Senior Interactive Consultant

More information

Spotlight on Social Services Organizations

Spotlight on Social Services Organizations Spotlight on Social Services Organizations Vinay Bhagat, Founder & Chief Strategy Officer, Convio Natania Bach, Direct Marketing Associate, America s Second Harvest Tom Tarnow, Director of Resource Development,

More information

Jewish Family and Children s Service of Minneapolis. Guide to Giving Opportunities

Jewish Family and Children s Service of Minneapolis. Guide to Giving Opportunities Jewish Family and Children s Service of Minneapolis Guide to Giving Opportunities Donor Directed Support JFCS has a budget of nearly $8.5 million. Donor directed support totals just over $2.2 million.

More information

How To Use Digital Media Marketing to Boost Fundraising

How To Use Digital Media Marketing to Boost Fundraising How To Use Digital Media Marketing to Boost Fundraising Lucy Sytov Marketing and Annual Fund Manager, Central Scholarship LSytov@central-scholarship.org Before You Jump In Determine what you want to get

More information

The following is a comparison between CiviCRM, RedHen and CRM Core which are the leading option for CRM in the Drupal Community.

The following is a comparison between CiviCRM, RedHen and CRM Core which are the leading option for CRM in the Drupal Community. The following is a comparison between CiviCRM, RedHen and CRM Core which are the leading option for CRM in the Drupal Community. Feature CiviCRM RedHen CRM Core Create contacts for individuals, organizations

More information

Sage Nonprofit Solutions. Email Marketing Report 2012

Sage Nonprofit Solutions. Email Marketing Report 2012 Sage Nonprofit Solutions Email Marketing Report 2012 In December 2011, an email was sent to nonprofit development leaders inviting them to take an online survey designed to discover how nonprofits are

More information

CAMPAIGNS AND PLEDGES

CAMPAIGNS AND PLEDGES 23 CAMPAIGNS AND PLEDGES CREATING AND MANAGING CAMPAIGNS Planning and executing fundraising campaigns is important to the survival of most museums and historical organizations. Once you have created your

More information

Contactegration for The Raiser s Edge

Contactegration for The Raiser s Edge Contactegration for The Raiser s Edge development@zeidman.info www.zeidman.info UK: 020 3637 0080 US: (646) 570 1131 Table of Contents Overview... 3 Installation... 3 Set up... 4 Activation... 5 Connecting

More information

Creating a MultiChannel Marketing Plan & Timeline for Annual Fundraising

Creating a MultiChannel Marketing Plan & Timeline for Annual Fundraising AFP DFW Philanthropy in Action Conference June 13, 2014 Creating a MultiChannel Marketing Plan & Timeline for Annual Fundraising Jennifer Hawthorne Hawthorne@UTA.edu Hawthorne.JL@gmail.com MultiChannel

More information

Email UAE Bulk Email System. User Guide

Email UAE Bulk Email System. User Guide Email UAE Bulk Email System User Guide 1 Table of content Features -----------------------------------------------------------------------------------------------------03 Login ---------------------------------------------------------------------------------------------------------08

More information

2013 Donor Management Systems Use and Satisfaction Study

2013 Donor Management Systems Use and Satisfaction Study 2013 Donor Management Systems Use and Satisfaction Study Lehman Associates, LLC 2308 Mt. Vernon Ave, Suite 713 Alexandria, VA 22301 703-373-7550 www.lehmanconsulting.com / www.lehmanreports.com Tom@LehmanConsulting.com

More information

Chimpegration for The Raiser s Edge

Chimpegration for The Raiser s Edge Chimpegration for The Raiser s Edge development@zeidman.info www.zeidman.info UK: 020 3637 0080 US: (646) 570 1131 Table of Contents Overview... 4 Chimpegration Versions... 4 Chimpegration Free... 4 Chimpegration

More information

USA COOPERATIVE YOUTH COUNCIL REQUEST FOR PROPOSALS Database & Web Development 2014/15: CiviCRM Implemenation

USA COOPERATIVE YOUTH COUNCIL REQUEST FOR PROPOSALS Database & Web Development 2014/15: CiviCRM Implemenation USA COOPERATIVE YOUTH COUNCIL REQUEST FOR PROPOSALS Database & Web Development 2014/15: CiviCRM Implemenation PRIMARY CONTACT NAME: Emily M Lippold Cheney, USACYC Board Director EMAIL: emily@ahoy.coop

More information

Campaign Management with GiftWorks

Campaign Management with GiftWorks Campaign Management with GiftWorks The Big Picture Well-planned and documented campaign data is the foundation for understanding your donors giving patterns. It improves your solicitation processes, and

More information

Part I. Information about the Organization Staff and Board

Part I. Information about the Organization Staff and Board June, 2014 Part I. Information about the Organization Staff and Board American University Grantseeking Survey 1. Organization 2. Please list the number of employees your organization employed in 2013 in

More information

Dr. Noble and Dr. Johnston

Dr. Noble and Dr. Johnston How Do You Replace the Kettle with the Wireless Credit Card Machine? The True Case Study of The Salvation Army in California and Other New Technology Success Stories Dr. Noble and Dr. Johnston Your therapy

More information

6 Simple Steps to Results-Driven Marketing Campaigns. A Guide to Effective and Affordable Marketing for Nonprofit Organizations

6 Simple Steps to Results-Driven Marketing Campaigns. A Guide to Effective and Affordable Marketing for Nonprofit Organizations 6 Simple Steps to Results-Driven Marketing Campaigns A Guide to Effective and Affordable Marketing for Nonprofit Organizations 6 Simple Steps to Results-Driven Marketing Campaigns As a nonprofit professional,

More information

Fundraising and Sponsorship Policy MUSEUM STRATHROY-CARADOC

Fundraising and Sponsorship Policy MUSEUM STRATHROY-CARADOC Fundraising and Sponsorship Policy MUSEUM STRATHROY-CARADOC 1. INTRODUCTION As a non-profit organization, Museum Strathroy-Caradoc is always actively looking for ways to fundraise and gain sponsorship.

More information

Email Marketing Center

Email Marketing Center Email Marketing Center Saturno Email Marketing Center enables firms to send newsletters, legal updates, and event invitations to large distribution lists, manage distribution lists, and track campaign

More information

A Quick Glance at Your New. Contact Management and Reporting Features

A Quick Glance at Your New. Contact Management and Reporting Features A Quick Glance at Your New Contact Management and Reporting Features We ve made enhancements to the contact management and reporting features within your Constant Contact account. You now have more control

More information

The Key to Fundraising Success

The Key to Fundraising Success The Key to Fundraising Success About FundTrack Software Since 1994 FundTrack Software has been focused on bringing simple to use, feature rich, and affordable donor management software solutions to the

More information

Non-Profit Solution for Microsoft Dynamics CRM

Non-Profit Solution for Microsoft Dynamics CRM Non-Profit Solution for Microsoft Dynamics CRM 1 Non-Profit Solution for Microsoft Dynamics CRM Users Guide Table of Contents Introduction... 2 Overview... 2 Default Objects... 2 Screen Elements... 3 Required

More information

Getting Started Quick Guide. enews.miclub.com.au. MiClub : Enews Manual

Getting Started Quick Guide. enews.miclub.com.au. MiClub : Enews Manual Getting Started Quick Guide enews.miclub.com.au The miclub email marketing software has a simple to use interface that allows you to easily create and manage your email communications This guide will help

More information

My Contact Management and Reporting Features. The New Look & Feel

My Contact Management and Reporting Features. The New Look & Feel My Contact Management and Reporting Features The New Look & Feel We ve made some enhancements to the contact management and reporting features within your Constant Contact account! You ll be able to do

More information

Salesforce Installation and Customization Guide for Professional Edition Users

Salesforce Installation and Customization Guide for Professional Edition Users Salesforce Installation and Customization Guide for Professional Edition Users Note: You must have an active Response Wise account. The Response Wise Salesforce App will not work with trial accounts. Please

More information

idealware DETAILED REVIEWS OF LOW COST DONOR MANAGEMENT SYSTEMS

idealware DETAILED REVIEWS OF LOW COST DONOR MANAGEMENT SYSTEMS DETAILED REVIEWS OF LOW COST DONOR MANAGEMENT SYSTEMS April 2009 TABLE OF CONTENTS Introduction 4 The Feature Matrix 5 The Pricing Matrix 6 Common Ground CRM, by Convio 7 Donation Director, by Cascade

More information

CONTACTUS.COM A START GUIDE FOR CREATING YOUR FIRST CONTACT FORM

CONTACTUS.COM A START GUIDE FOR CREATING YOUR FIRST CONTACT FORM Welcome to CONTACTUS.COM A START GUIDE FOR CREATING YOUR FIRST CONTACT FORM We have created this guide especially for you. It s based on the most popular features available in our contact form. If you

More information

Brand Evaluator. A Comprehensive Tool For Diagnosing Your Nonprofit s Brand and Marketing. Wake up your brand!

Brand Evaluator. A Comprehensive Tool For Diagnosing Your Nonprofit s Brand and Marketing. Wake up your brand! Brand Evaluator A Comprehensive Tool For Diagnosing Your Nonprofit s Brand and Marketing 36 East 23rd Street, Suite 602 New York, NY 10010 212.673.9353 info@redroostegroup.com www.redroostergroup.com Wake

More information

GiftWorks Mailing Center Guide THE BIG PICTURE... 2 A CLOSER LOOK... 2 SCENARIOS... 4 CONCLUSION... 23

GiftWorks Mailing Center Guide THE BIG PICTURE... 2 A CLOSER LOOK... 2 SCENARIOS... 4 CONCLUSION... 23 GiftWorks Mailing Center Guide THE BIG PICTURE... 2 A CLOSER LOOK... 2 SCENARIOS... 4 CONCLUSION... 23 THE BIG PICTURE The Mailing Center in GiftWorks is a comprehensive donor communications center that

More information

Unity Responsive Website Presentation. Our webinar will start shortly

Unity Responsive Website Presentation. Our webinar will start shortly Unity Responsive Website Presentation Our webinar will start shortly Welcome Allyson James VP of Customer Relations OneEach Technologies Unity Identity Program This program is available to Unity ministries

More information

Randy L. Brown, Business Administrator 131 West Nittany Avenue State College, PA 16801 814-231-1021 rlb21@scasd.org

Randy L. Brown, Business Administrator 131 West Nittany Avenue State College, PA 16801 814-231-1021 rlb21@scasd.org V-B Randy L. Brown, Business Administrator 131 West Nittany Avenue State College, PA 16801 814-231-1021 rlb21@scasd.org To: From: RE: Robert O Donnell Randy L. Brown Fundraising Proposal for Fraser Street

More information

Our Design Genius will walk you through the styling process and help you make your campaigns match your brand s look and feel.

Our Design Genius will walk you through the styling process and help you make your campaigns match your brand s look and feel. Welcome to Welcome to. Getting started is easy this guide will help you make a seamless transition in just a few simple steps. We ll explain how to set up your lists, create beautiful campaigns and view

More information

Cloning Opportunities for Next Year... 22 Donation Tools... 22 Task Reminders... 23. Volunteers... 23 Leads and Lead Conversion... 25 Reports...

Cloning Opportunities for Next Year... 22 Donation Tools... 22 Task Reminders... 23. Volunteers... 23 Leads and Lead Conversion... 25 Reports... Table of Contents About the User s Guide... 3 About the Salesforce Template... 3 Getting Salesforce Help and Training... 3 Salesforce.com Resources... 3 Contacting Salesforce.com Support... 4 Contacting

More information

DIRECT MARKETING 101: Online Fundraising

DIRECT MARKETING 101: Online Fundraising DIRECT MARKETING 101: Online Fundraising March 2014 Barb Perell Avalon Consulting Group Takeaways from this session: The foundation of any online program How to integrate online with other direct marketing

More information

The Get Fully Funded System...8

The Get Fully Funded System...8 Table of Contents The Get Fully Funded System...8 Results you can expect...9 How to use this system...10 Step 1 Make Fundraising a Priority...12 1.1 Make a commitment to fundraising...14 1.2 Clear the

More information

Te c hno lo g y in s upport o f Vo lunte e r

Te c hno lo g y in s upport o f Vo lunte e r Te c hno lo g y in s upport o f Vo lunte e r Ma na g e m e nt Freeform Solutions for Volunteer Ottawa Brown Bag Lunch February 2010 by Kasia Wakarecy kasia.wakarecy@freeformsolutions.ca Overview Introduction

More information

Email Marketing Features

Email Marketing Features Email Marketing Features intouch Email Marketer is a true all-in-one communications platform and includes everything you need to create, send and track professional HTML emails, autoresponders, surveys,

More information

FACEBOOK FOR NONPROFITS

FACEBOOK FOR NONPROFITS SOCIAL MEDIA TIPS & TRICKS FACEBOOK FOR NONPROFITS 10 Tips to Get the Most Out of Facebook 1. Be helpful. If someone asks a question on your Facebook page, respond. If someone shares feedback, thank them

More information

icontact Email Marketing

icontact Email Marketing icontact Email Marketing User s Guide 2010 StormSource Software, Inc. www.appointment-plus.com 13951 N. Scottsdale Rd., Suite 131, Scottsdale, AZ 85254-3454 480.483.1199 TABLE OF CONTENTS 1. OVERVIEW...

More information

Leveraging Digital Communications: Email. Altru Masters Workshop

Leveraging Digital Communications: Email. Altru Masters Workshop Leveraging Digital Communications: Email Altru Masters Workshop Objective Review Digital Communications Overview of email functionality in Altru Discuss the different email functions Identify best practices

More information

ClubExpress Features Matrix Version 6.7 Updated January, 2016

ClubExpress Features Matrix Version 6.7 Updated January, 2016 ClubExpress Features Matrix Version 6.7 Updated January, 2016 Here is a summary of all the major features in ClubExpress. Use this matrix to compare ClubExpress to your current methods for handling each

More information

Available Candidates April 2016

Available Candidates April 2016 Direct Marketing Available Candidates April 2016 1150527 Melbourne Skilled DM executive with experience in commercial and NFP. Solid commercial experience in customer relationship marketing conceptualising,

More information

Liz Bergeron Pacific Crest Trail Association Executive Director and CEO LBergeron@pcta.org

Liz Bergeron Pacific Crest Trail Association Executive Director and CEO LBergeron@pcta.org Fundraising: How PCTA Developed and Implemented a Fundraising Program Liz Bergeron Pacific Crest Trail Association Executive Director and CEO LBergeron@pcta.org Course Description learn about PCTA s fundraising

More information

Target Analytics Nonprofit Cooperative Database

Target Analytics Nonprofit Cooperative Database Target Analytics Nonprofit Cooperative Database Solution Overview Target Analytics Nonprofit Cooperative Database Lists and Predictive Models for Effective Fundraising You know how challenging it is to

More information

Getting Started with Automizy

Getting Started with Automizy Getting Started with Automizy The Basics To help you get started, this guide will show you exactly how simple it is to use Automizy to combine automated multi-channel communication into your overall marketing

More information

CIVICRM. Published : 2011-03-10 License : None

CIVICRM. Published : 2011-03-10 License : None CIVICRM Published : 2011-03-10 License : None 1 INTRODUCTION 1. What is CiviCRM? 2. Real World Examples 3. Who is CiviCRM? 4. About this book 2 1. WHAT IS CIVICRM? CiviCRM is a powerful, web-based contact

More information

Marketing Youth Soccer Clubs via Information Technology. Greg Letter Adelphi University Director, Sport Management Programs

Marketing Youth Soccer Clubs via Information Technology. Greg Letter Adelphi University Director, Sport Management Programs Marketing Youth Soccer Clubs via Information Technology Greg Letter Adelphi University Director, Sport Management Programs Presentation Outline Brief biography Marketing Concepts Information Technology

More information

Should I Stay or Should I Go? Determining if Convio s Common Ground is Right for Your Nonprofit

Should I Stay or Should I Go? Determining if Convio s Common Ground is Right for Your Nonprofit Should I Stay or Should I Go? Determining if Convio s Common Ground is Right for Your Nonprofit Presented by Keith Heller, Principal, Heller Consulting About Heller Consulting HC Video - Who is HC? Experience

More information

Salesforce Donation Overview

Salesforce Donation Overview Salesforce Donation Overview Purpose: Provide very basic instructions for volunteers to accurately and completely input different types of commonly encountered donations. Overview In the new Salesforce

More information

Lyris ListManager (Lyris LM) On-premises Email Marketing Software

Lyris ListManager (Lyris LM) On-premises Email Marketing Software Lyris ListManager (Lyris LM) On-premises Email Marketing Software In today s digitally connected world, email is critical to business to communicate with customers and prospects and to market products

More information

Mail & List Segmentation. For the BC Blackbaud Users Group Tamara Wojdylo & Chelsey Ireland VGH & UBC Hospital Foundation

Mail & List Segmentation. For the BC Blackbaud Users Group Tamara Wojdylo & Chelsey Ireland VGH & UBC Hospital Foundation Mail & List Segmentation For the BC Blackbaud Users Group Tamara Wojdylo & Chelsey Ireland VGH & UBC Hospital Foundation Introduction to Raiser s Edge Mail Today we are covering: Features in RE Mail Setting

More information

Contents. Introduction to Gifts and Pledges

Contents. Introduction to Gifts and Pledges Introduction to Gifts and Pledges Contents Introduction to Gifts and Pledges...5 Transaction-related Definitions...5 The Marketing Structure...5 The Account Activity Record...8 Benefits (Definition)...8

More information

WHAT IS EMAIL MARKETING

WHAT IS EMAIL MARKETING Intelligent VC provide industry leading email marketing solutions, including an easy to use in-house platform as well as a host of managed solutions and services. Create and send visually engaging HTML

More information

A quick guide to... List Segmentation

A quick guide to... List Segmentation A quick guide to... List Segmentation In this guide... Learn how to create razor-sharp list segments based on precise combinations of conditions then use those segments to generate profitable email marketing

More information

Email Marketing Features

Email Marketing Features Email Marketing Features JPC s Email Marketer includes everything you need to create, send and track professional HTML emails. It is fullyfeatured email marketing software which has been developed by marketing

More information

Qm 2 A community of consultants helping museums and cultural nonprofits www.qm2.org Reviving and Revising Your Membership Program

Qm 2 A community of consultants helping museums and cultural nonprofits www.qm2.org Reviving and Revising Your Membership Program By Anita Nowery Durel, CFRE Durel Consulting Partners As you begin to outline your membership program and create a plan for change, draft an introductory statement that describes what membership is and

More information

Income Manager Enterprise E-Receipting

Income Manager Enterprise E-Receipting Income Manager Enterprise E-Receipting E-Receipting Page 1 E-Receipting In version 6.27a of Income Manager Enterprise it is now possible to email receipts to constituents. Please be advised that this functionality

More information

Index. Page 1. Index 1 2 2 3 4-5 6 6 7 7-8 8-9 9 10 10 11 12 12 13 14 14 15 16 16 16 17-18 18 19 20 20 21 21 21 21

Index. Page 1. Index 1 2 2 3 4-5 6 6 7 7-8 8-9 9 10 10 11 12 12 13 14 14 15 16 16 16 17-18 18 19 20 20 21 21 21 21 Index Index School Jotter Manual Logging in Getting the site looking how you want Managing your site, the menu and its pages Editing a page Managing Drafts Managing Media and Files User Accounts and Setting

More information

Introduction to LO Manual

Introduction to LO Manual Introduction to LO Manual The Salvation Army Southern Territorial Headquarters 2015 InterChange University Introduction to LO LO Table of Contents LO Manual Design and Conventions... 2 1: Introduction

More information

The Event Manager s TeamRaiser Companion

The Event Manager s TeamRaiser Companion The Event Manager s TeamRaiser Companion This document is intended to provide suggestions and assistance for getting the most out of Convio s TeamRaiser, and maximize event participation and fundraising

More information

Prohibited for Section 527s, unless otherwise organized as a PAC. Prohibited for Section 527s, unless otherwise organized as a PAC.

Prohibited for Section 527s, unless otherwise organized as a PAC. Prohibited for Section 527s, unless otherwise organized as a PAC. Permissible Political Activities of PACs and Non-Profit Organizations Under Federal Campaign Finance and Tax Laws Prepared by Public Citizen s Congress Watch (December 18, 2002) Campaign Activity Federally

More information

PayTrace, Inc. All Rights Reserved. Print R1, 8/2013. (888) 806-6545 support@paytrace.com

PayTrace, Inc. All Rights Reserved. Print R1, 8/2013. (888) 806-6545 support@paytrace.com PayTrace, Inc. All Rights Reserved. Print R1, 8/2013. (888) 806-6545 support@paytrace.com https://paytrace.com Your Next Generation Payment Processing Solution Provider An Industry Leader Quick Facts Our

More information

emarketer system Benefits

emarketer system Benefits emarketer system Impart media s emarketer system, our all-in-one email marketing software, includes everything you need to create, send, track and profit from email marketing. As well as newsletters, the

More information

PROCESSING RECEIPTS THE PLEDGES & RECEIPTS SCREEN

PROCESSING RECEIPTS THE PLEDGES & RECEIPTS SCREEN 24 PROCESSING RECEIPTS Use Pledges & Receipts as an alternative to entering donations, dues and pledges in the Contacts screen. Once you have established your contacts database, processing receipts from

More information

From Excel Spreadsheet to Donor Database

From Excel Spreadsheet to Donor Database From Excel Spreadsheet to Donor Database Donor cultivation is the key to sustainability for any nonprofit organization. One of the best ways to maximize donations is by properly cultivating current and

More information

Not Applicable Fundraising Campaigns = Email Communications = *Runs on the Sphere Supporter Database

Not Applicable Fundraising Campaigns = Email Communications = *Runs on the Sphere Supporter Database Blackbaud Sphere Blackbaud Sphere consists of five products: Sphere Events Sphere Events Advanced Sphere Basic Sphere Sphere Advanced The overview table below lists the core modules available in each product

More information

A CASE STUDY SETON HALL UNIVERSITY: IMMACULATE CONCEPTION SEMINARY SCHOOL OF THEOLOGY

A CASE STUDY SETON HALL UNIVERSITY: IMMACULATE CONCEPTION SEMINARY SCHOOL OF THEOLOGY A CASE STUDY SETON HALL UNIVERSITY: IMMACULATE CONCEPTION SEMINARY SCHOOL OF THEOLOGY Seton Hall University s Integrated Marketing Case Study Annual Appeal Donation Drive: OVERVIEW: Development Objective:

More information

CiviCRM for The Giving Circle. Managing Mailings

CiviCRM for The Giving Circle. Managing Mailings CiviCRM for The Giving Circle Managing Mailings By Leo D. Geoffrion & Ken Hapeman Technology for the Public Good Saratoga Springs, NY Version 1.2 5/27/2013 Table of Contents 1. Introduction... 2 2. Sending

More information

384 PastPerfect Museum Software User s Guide THE CONTACTS SCREEN

384 PastPerfect Museum Software User s Guide THE CONTACTS SCREEN 20 CONTACTS In this chapter, we will show you how PastPerfect can help you manage your patrons and memberships. PastPerfect s contact management features automate tracking donors, potential donors, current

More information

WYSIWYG. v. 5.3.70 Rev 11/08 1

WYSIWYG. v. 5.3.70 Rev 11/08 1 WYSIWYG Overview...2 Objectives...2 EXERCISE 2.1: View a Diagram of WYSIWYG Components...3 W hat is W YSIW YG?...4 Library...5 Image Library...5 Document Library...6 EXERCISE 2.2: Uploading Library Elements...8

More information

Client Quick Start Guide. A User Guide for New ihomefinder Partners

Client Quick Start Guide. A User Guide for New ihomefinder Partners Client Quick Start Guide A User Guide for New ihomefinder Partners Introduction Congratulations on your decision to integrate ihomefinder tools into your Website. Customers increasingly turn to the Internet

More information

A quick guide to... Using Email Analytics

A quick guide to... Using Email Analytics A quick guide to... Using Email Analytics In this guide... Learn how to use GetResponse All-Seeing Email Intelligence to evaluate campaign performance and uncover hidden revenue opportunities. Table of

More information

How to write effective e-newsletters that get read

How to write effective e-newsletters that get read How to write effective e-newsletters that get read by Redina Kolaneci McConkey Johnston international UK Everybody is doing e-newsletters these days. You are probably receiving them from companies you

More information

The solutions defined in this document are presented from low-end to high-end in both functionality and price.

The solutions defined in this document are presented from low-end to high-end in both functionality and price. Grand Traverse Bay Alliance Bay Virtual Overview Member and Fundraising Management Analysis Grand Traverse Bay Alliance This document provides an analysis of member, donor, and fundraising solutions available

More information

Build Your Mailing List

Build Your Mailing List Introduction MailChimp makes it fun and easy to send email newsletters, manage subscriber lists and track newsletter performance, but what does that have to do with you? Why should churches be concerned

More information

Strategically Executing Your Nonprofit Communications Plan: Best Practices and Tactics

Strategically Executing Your Nonprofit Communications Plan: Best Practices and Tactics Strategically Executing Your Nonprofit Communications Plan: Best Practices and Tactics Presented at PRSSA 2015 National Conference Sunday, November 8, 10:30a.m. 11:30am The folks up front Michelle Stuffmann

More information

012612 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

012612 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or Gift Records Guide 012612 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information