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S-360 introduces a new module to the family that will centralise and optimise all your fundraising activities. Featuring online donations, memberships, donor management and fundraising campaigns and Gift Aid in one place. |
Unify
Nurture
Analyse and learn
Operate all your donation and fundraising activity in one place
Manage donors with the fundraising dashboard and have visibility on key metrics
Create fundraising & donation campaigns and measure the raised amount per campaign
Dashboard
A dashboard with key business metrics on fundraising activities and have a 3 targets list of contacts that you want to follow closely as an fundraising operator.
The dashboard includes :
- Key performance indicators calculated per season on your fundraising activity shared within with your organisation to all people able to access the fundraising module. The list of indicators can be found here.
- 3 targets listed per operator that can be used to track the activities of the most important contacts / donors for you.
Overview on the metrics :
| KPI | Description |
|---|---|
| Total amount received from donations this season | Counting all transactions made on donation product family the selected season. |
First time donors ratio this season | Percentage of contacts that have never made a donation in the past. |
Average donation amount | Counting the average amount of all transactions made on the donation product family this season. |
| Recurrent donation amount | Counting the amount coming from recurrent donations collections this season. (subscribing to a recurrent donation program is a widget in beta deployment for now). |
| GiftAid amounts this season | Amount of money that could be submitted to HRMC in the context of the GiftAid UK program. |
| Percentage of donors within the contact file. | Comparing the nominative versus the anonymous donations. |
| Pledges total amount | Donations amount "paid" with the payment method identified with the code "PLEDGE". Counting all Pledges regardless if the installments are paid or not. |
| Pledges total paid amount | Pledges installments really paid. Couting all pledges installments paid with no remaining balance. |
| Total members | Number of contacts having purchased a membership. |
Fundraising dashboard
A new type of campaigns accessible directly from the new module
Fundraising campaigns
Fundraising campaigns with automatic tracking raised amount per campaigns.
The type of campaigns includes :
- linking donations / memberships products to your fundraising campaigns.
- Measuring the raised amount per campaigns. The raised amount is adding the transactions done the products linked to the campaign by the contacts being targeted. (target lists attached to the campaign).
- A detailed campaign analysis reported adjusted to your fundraising activity providing a detailed view on all the measured metrics.
Pledge management
Donors pledge tracking and high level metrics to support your pledge management activity and capture all transactions in one place.
How to make a Pledge ?
- Create a payment method with the code "PLEDGE", make sure to create a payment method that will automatically create a payment plan when selected.
- When a contact/donor wants to do a pledge, you need to go in the sales / reservation cart from the sales context.
- Select or create the corresponding contact
- Make the pending account for the contact is set to "authorised"
- Select a donation product and make sure that the amount of the donation can be defined by the operator.
- Set the amount (for example : 10'000$).
- Select the payment method with the code "PLEDGE".
- Set the payment plan as desired by the donor.
- Send/print any confirmation document that you may have set.
How to do the follow-up of Installments ?
- In the sales context >> Accounts >> Installments
- you can search for any contact or any due not settled installmets.
- you can enter a payment for each installements with the payment method you want.
Installment follow-up screen used in the context of pledge management
Gift Aid setup screen
Gift Aid
GiftAid setup and HRMC submission process.
Find here a detailed description of all the Gift Aid related available features.
Getting started
Please contact your customer success representative to activate this new module.