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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
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.
- 3 targets listed per operator that can be used to track the activities of the most important contacts / donors for you.
Fundraising dashboard
| 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. |
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 :
Dashboard
Screenshot
RECOMMENDED - Description in more details about what the feature is. Keep it more operator-oriented, not overly "marketing".
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Communicate also in this section important limitations or information that the customer should not miss. |
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Use info box if you want to highlight a particular point. |
Pledge management
Donors pledge tracking and high level metrics to support your pledge management activity and capture all transactions in one place.
Installment follow-up screen used in the context of pledge management
How to make a Pledge ?
- Create a payment method with the code "PLEDGES", 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 "authorized"
- 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 "PLEDGES".
- 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 installments with the payment method of your choice.
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 acitvate activate this new module.
Examples
OPTIONAL - Show some example use in actual customer use cases, or other relevant information.