Articles in this Newsletter August 02, 2019

See An Increase in Donations

United Way of Broward County saw a 30% increase in Signature donations ($7,500), a 20% increase in Pillar donations ($5,000), and a 9.5% increase in Alexis de Tocqueville donations ($10,000 and above.) Found out how in this Success Story.

Campaign Season is Almost Here, Make e-Pledge Easy!

August is here, and you know what that means — campaigns are here! Be ready to rock e-Pledge this season by doing some pre-campaign prep work.

Are you copying web notes and options to each organization account that runs an e-Pledge campaign? If you are, you are working too hard!

e-Community is designed to work efficiently and is designed to be virtually maintenance-free. Where e-Pledge is concerned, your e-Pledge staff should be able to set up EVERY organization in your database at the same time. The secret is in the Tailoring Account.

The Tailoring Account should be used to set up all of your common e-Pledge settings. These settings will apply to all organizations and employees. As soon as you've done this, all of your organizations are ready!

Once you have this in place, you need to add the web options that are exceptions to the Tailoring Account. (Of course, every setup is different, but this is the foundation of it.)

As always, our Customer Care department is ready to assist you in making your tasks easier. Let us know when you are ready to stress less!

Use Visuals to Understand Data

You can have a lot of data, but if you don't know how to read it, analyze it, and share it, then you might as well not use it. A great way to show some of your data is with the Prospecting Funnel Chart app.

The Prospecting Funnel Chart is a visual representation of where your prospects are currently positioned. It's a great visual way to share your data with other staff and departments in your organization.

The Prospecting Funnel Chart app will display a sales funnel using the same data as in the Prospect Metrics Analysis app. The app will give you a quick idea of the account manager's progress with the prospects. All prospect apps for the dashboard/bio tabs show current (unexpired) prospect records only. Take note: You need to have a MIG license to use this app.

Add this funnel to your dashboards today!

IMPORTANT: Monthly Server Maintenance for Andar Hosting Customers

This message only affects customers who are hosted by Andar on the cloud. 

Hosting customers should note that maintenance will be performed the weekend of August 17-18, 2019, as part of our regularly scheduled maintenance. During this time, there may be brief periods during which customers may not be able to access hosted applications.

Regular maintenance is always scheduled for the weekend after the second Tuesday of each month.

Plan ahead and stay informed about all things Andar Hosting, here.

Quote of the Week

“How wonderful it is that nobody need wait a single moment before starting to improve the world.”
Anne Frank

Table of Contents

Archive by Year