Online Personal Interface

Interact with your audience like you never have before. Give them access to you with more ways to communicate, update and give. Streamline problem resolution, enhance relationships and retain valuable information  - all while saving time and money.

Empower Your Donors to Communicate, Update and Give

Invite your donors to create their own ID and password to access you online in ways that you control. Customize your donors' online pages with announcements and messages. Gather critical information about your donors and use it to strengthen relationships.

They'll be able to:

• View and edit their account and contact information.
• See their giving history, pledge and payment status.
• Make payments and pledges.
• Edit and update their profile and preferences.
• Print tax receipts.

More than a convenience, it's a way to grow closer to your donors.

Enhance Your Relationship with Your Donors

• Online forms give donors and volunteers a quick way to send requests and questions to the appropriate station staff.
• Links to the forms can be added to web pages, web and volunteer pledge-entry forms created by the Web module as well as pledge confirmation pages and emails.
• Customer service needs are displayed in the pledge verification screen of the Web module, allowing many requests to be fulfilled before the pledge is transferred to the database.
• Prompt responses to donor requests builds a stronger relationship.

Streamline Problem Resolution

• Requests entered by donors, staff and volunteers are compiled in an issue resolution bin.
• A one-line summary of each "issue" is listed on a searchable table.
• Each issue record can be opened from the search screen.
• The record displays a full history of the issue including dates, source and user IDs.
• Notes can be added to the record to help track progress of the resolution process.
• The issue can be linked to:
• a transaction ID
• a pledge
• an account record
• a payment
• Issues entered from pledge confirmation pages or confirmation emails are automatically linked to the pledge in the donor's account.
• Calculates volume of problems and requests still needing resolution.
• User-defined issue types let you categorize and organize issue records.
• Sorts issue record list by category to help you prioritize and spot trends.

Identify Problem Areas and Plan for the Future

• Stores all dates, sources, user IDs, notes and links even after the issue has been marked as resolved.
• Displays the same data in the account record for future reference.
• Calculates statistics for any date range so that you can analyze performance, identify problem areas and plan for the future.

See What Users Are Saying About Us >>>

Training

Allegiance University:

Fundraising
May 7-11, 2012
Sept. 10-14, 2012

Traffic & Corporate Support
May 21-24, 2012

2012 Fundraising Webinars

Conferences

NRB
February 18-21, 2012
Nashville, TN

PMBA
May 30-June 1, 2012
Las Vegas, NV

PMDMC
July 12-14, 2012
Seattle, WA

Momentum
September 5-8, 2012
Orlando, FL

PRPD
September 11-14, 2012
Las Vegas, NV