You’ve spent your time and resources reviewing and revamping your campaign pledge forms for this campaign season. Are you interested in the Youth Leaders Group? Are you interested in Volunteering? Would you like a Planned Giving brochure or Annual Report? How do you capture and respond to the questions you’ve put forward on those forms?
Enterprise allows for this information to be input as the donor’s gift is being processed, on the gift entry transaction window. This means the pledge form can be handled just once, but the information will be available to the appropriate team member.
The items you want to capture from your pledge form are added to the Integration Field Codes table, along with their label and sequence. These items are now displayed on the transaction window during gift entry with a corresponding checkbox.
Now that the Donor Role or Interest data is captured, you can run the appropriate Enterprise Report, using the Category and Type relevant to the area in question. Your Donor Role or Interest Report will give you a list, with names and addresses, of all those expressing an Interest in Volunteering, or of those requesting your Annual Report.
If you have questions or would like some assistance setting this up, contact the Enterprise Support team at EnterpriseSupport@AndarSoftware.com