Campaign Tag Archive

Working Too Hard on e-Pledge Campaign Setup?

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. In fact, it 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. When this has been done, all of your organizations are ready!

Once you have this in place, you simply need to add the web options that are exceptions to the Tailoring Account. Of course this is simplified and every setup is different, but this is the general concept that everything is based upon.

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!

CyberSource - How to fix Verifying Transactions

Take a look at our recently updated online help relating to fixing transactions in the verifying status.

Read more…

eClass Training

Please join us for an upcoming eClass. These 2-hour long group trainings will begin at 2pm ET and will cover:

  • Finance: Intro to Andar/360 - November 2, 2018  (Register)
  • Data Mining for a Beginner - November 5, 2018 (Register)
  • Resource Development: Intro to Andar/360 - November 8, 2018 (Register)
  • Data Mining for a Beginner - November 13, 2018 (Register)

To see class descriptions: www.andar360.com/eClass

If you have questions please let us know.

Help for you - Andar Tutorials

Do you have new users? Would you like to brush up your Andar/360 skills? Check out our tutorials. Some topics include: Getting Started, Campaign Management, Finance, CRM, Community Impact, Events and many more...

Read more...

Track Leadership Giving

Leadership Givers are Individuals whose total gift reaches a specific Level for a given Campaign Year (for example, Tocqueville, Gold, Silver, or Bronze). Andar allows your fundraising organization to define Leadership Levels to acknowledge different levels of giving. Once the Leadership Levels are defined and linked to a specific campaign or all campaigns, Andar will automatically assign an Individual Leadership Level and Combined Leadership Level to an Individual donor based on their gift amount or combined gift amount for the campaign or for all campaigns in a particular campaign year.

An Individual's Individual Leadership Level and Combined Leadership Level can also be assigned based on the fundraising organization that owns the pledges and the RUM dollars.

The leadership levels are not automatically rolled over - remember to add them for the new campaign year.

Take a look at what a Leadership Override is.

Leadership data can be viewed on Individual and Organization account profiles, custom Bio Tabs on the Individual account profiles, and Dashboards. Leadership churn data can be retrieved from Andar by Data Mining Operations and Leadership reports.

Read more...

How to Process Disaster Relief Campaigns

There are multiple options available in Andar and e-Community for processing disaster relief campaigns to help victims of earthquake, fire, flood, hurricane, tornado, etc.
Questions to consider when deciding what option to use:

  • Do you want to count these funds in your Local/Annual campaign?
  • Will any of the funds come from workplace campaigns?
  • Do the funds need to be posted to different GL accounts?
  • Could you potentially be raising funds for more than one disaster at the same time?

Read more...

Best Practice Round Table Idea Submission

We want to give you a chance to provide feedback & suggest topics for the upcoming best practice webinar. There will be no cost for attending. We will announce the date and topic next week.

Please complete our short survey to provide your ideas...

Get Started with Andar/360 - Videos

If you’re newish to Andar/360 or know somebody that is, a great place to start is with our New User video series. Our 12 new videos provide step-by-step instructions that will help to get you started in Andar/360. From navigation to the basics of Bio Tabs and Dashboards, these videos will show you things that every Andar/360 user needs to know.

Click to find the videos here.

Thank you letter

The Thank You Letter feature enables you to produce Thank You Letters or confirmation letters for donors. The letter will list gifts, designations and contents specifically tailored to the donor's interests.

For those sites licensed for MIG, you are able to create, print or email letters directly from the software. For those sites not licensed for MIG, you are able to produce a CSV file and mail-merge it into a word processor document with pre-defined letter templates.

Read More...