Articles in this Newsletter October 02, 2020

Targeted Marketing? Check out Interests!

You may have seen or heard about ‘Interests’ in Andar. Interests are used to collect data about your constituents and help volunteers to find opportunities. Interests can be as simple as ‘Education,’ ‘Health,’ ‘Income,’ and ‘Basic needs.’ You may add any data point you like in Andar table #41. Customers with MIG and/or e-Community can also take advantage of ‘Interest Ratings.’ A constituent can add an interest to their profile through data entry (like a pledge card), through e-Pledge, or e-Volunteer when published appropriately. These Interests are displayed in a list and can be indicated by simply clicking a checkbox.

Most importantly, Interests and Interest ratings should be considered useful if your organization is actively collecting and using this type of data. If your organization is not going to use it or does not have a strategic plan to use it, don’t bother collecting the data. Put a plan in place first, then start collecting the data.

Interests (found on the Account Profile > Volunteer Tab > Interests Sub Tab) are binary. They are either on or off. You don’t get much information from a checkbox other than the user checked a box. It does not mean they read the label by the box or understand exactly what they have clicked. Adding clear instruction near your interests will help constituents understand what they are submitting to your organization.

Interest ratings (found on the Account Profile > CRM Tab > Interest Ratings Sub Tab) are organic. Interest ratings are grown as the constituent interacts with your organization. The more the constituent interacts with you, the better you know them. This CRM strategy is more accurate because the knowledge gained is based more on what the constituent does rather than what they tell you (Interest checkbox). Actions speak louder than words.

There are several ways to gather interest ratings:

  • Manual Data Entry
  • Accessing an Article via website or newsletter
  • Designations (MIG)
  • Volunteer Referrals (MIG)
  • Volunteer Assignments (MIG)
  • Event Attendance (MIG)

Interest ratings are assigned a weight (or score). It’s best to assign a score based on the impact the action has on the constituent personally. For example:

  • Read an article that has an interest rating of ‘Education’
    • Assign 5 points to ‘Education’ for clicking the article. They may not have even read the article, but they clicked something
  • Articles can have multiple weights (scores) so lets say our article also loosely touches ‘Financial Stability.’ (A better education helps one be more financially stable)
    • Assign 2 points for ‘Financial Stability’ for clicking the article.
  • A designation to an agency with ‘Education’ interest focus impacts the donor financially, this is a bit more impact than just clicking an article
    • Assign 10 points to ‘Education’
  • A Volunteer assignment for a reading workshop for kids – The volunteer spent an entire day for a series of weeks reading to kids, traveling (not so much now, but you get the idea) and getting clearances. This hits you personally pretty hard.
    • Assign 30 points to ‘Education’
  • And so on…

As your organization collects volunteer interests or as your interest ratings data grows, you may need to find advocates for ‘Education,’ Volunteers or even a special appeal for donations to help fund and build a community center. Where do you go?

Data Mining. Build a DMO that will find constituents most interested in ‘Education’ and send an appeal!

You can find out more about Interests here: https://www.andarsoftware.com/Help/Glossary/Interest.html

Contact the helpdesk if you need assistance with getting started.

Andar/360 Reports

Andar includes hundreds of predefined reports. They all work in a similar way. They all have various options you can choose from (not shown here, “Report Details”) depending on the report you select. Getting to know how reports work in general will help you get the information you need quickly. The Andar Main menu has “Reports” sub-menus in each section of the menu. Take a moment and explore the menu to get familiar with all the reports available. Here’s what you should know about reports:

Sample Report

Tabs - All reports have a number of tabs to control what information is selected, how the report will look, and how to run the report. This varies from report to report. All reports also have a “System” tab. This tab allows you to schedule the report to run later. The System tab also allows you to select whether you want a spreadsheet or PDF, or both.

Buttons - The Submit button will submit the report to your server and run it. Once it’s done, you’ll get a pop-up notification and be able to view the resulting report. While it’s running, you can continue working with Andar. Some reports can run very quickly while others could take a long time depending on how much information you have in your database. You can use the “System” at the very top of any window in Andar to see the status of your submitted reports. The Save button can be used to save everything you’ve entered in the various tabs so you don’t have to rekey everything every time you want to run a report. When you save these parameters, you can give it a name and description.

Saved Parameters - At the top of every report, you’ll see the “Saved Parameter” pull-down where you can select from any of the previously saved report details. When selecting an item, you’ll see the content of the various tabs change to what was saved under that named report. You can adjust any of the selections on your screen without affecting what was previously saved. It just changes your copy of the parameters. This is a great tool to customize and save reports so you don’t have to reselect the same things over and over again.

Previous Parameters - Also at the top of every report, you’ll see the “Previous Parameters” pull-down where you can select the previously run reports by date/time. Not only that, the paper icon next to pull-down opens the spreadsheet or pdf produced by that run of the report. This is an alternative to using the saved parameters but these are short lived. Some cleanup tasks will eventually remove old items from this list.

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Short on Staff Resources?

We are excited to offer an extra support option with Andar/360. This premium support plan will help you and your organization focus on your most critical work: Impact, while we focus on your data systems. With SupportPLUS and service block hours, we can help you build e-Pledge sites, custom templates, run donor choice payouts & reports, load connector files, install service packs and much more. Please reach out for more details.

e-Pledge Modes of Giving

Andar e-Pledge has a variety of workflows depending on the ‘Donor Type.’ All ‘Modes of Giving’ can be used for all ‘Donor Types.’ The ‘Donor Authentication Methods’ available for each ‘Donor Type’ are displayed in detail on this chart in the Free Resources webpage of the Andar Software website. To see the chart, click below.

View Chart

Quote of the Week

"I was trained from the beginning to work, to save, and to give."
John D. Rockefeller

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