Data Quality Tag Archive

Batch Transaction Pledge Details

Have a lot of companies not given you details about their employees' pledges? Would you like to know who those companies are?

Several customers have recently asked how you can determine what companies' pledges have been entered as 'batch' transactions. It might be possible that the company did not provide the details about the employee pledges. Or maybe, you have a policy that batches all of the pledges that were less than a certain dollar amount (for example, perhaps you only entered the details for pledges that were over $250.)

How can you find the answers?

If you have the Andar Executive Plus module, you can write a query to find the employee non-memo pledges that were entered as batch transactions. Otherwise, you might get answers by looking at the list of Envelopes in Andar/360 and using the 'filter' or the 'right-click-and-find' process to identify envelopes that contain batch transactions. Another alternative is to create a Data Mining Operation to find the batch transactions.

To learn more, visit the 'Project Information > Resolution' section of the specific project in Customer Support.

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Did You Miss the Live Webinar?

Don't worry. We have you covered. You can view a recording of "Stop Losing Your Donors" on our website. The information-packed webinar co-hosted by Perspectives Consulting Group and Andar Software tackles one of the biggest challenges facing nonprofits that rely on corporate giving: Donor Loss.

Sign up to receive a link to the webinar recording in your inbox!

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Free Webinar: Stop Losing Donors

Some donors retire; others slip away and fall under the category of "lapsed donors." Donor loss is a big challenge that you can tackle if you're proactive about your approach.

Do you really understand why donors have stopped giving to your organization? Knowing the 'why' is the first step you need to take before filling up the gaps in your donor loss.

Attend a free one-hour webinar hosted by Perspectives Consulting and Andar Software to carefully examine donor research and learn how to use Andar/360 to stop losing donors.

Don't miss out! The webinar is happening on Tuesday, January 28th, at 2 PM Eastern.

Register Now

Stop Losing Donors

Some donors retire; others slip away and fall under the category of "lapsed donors." Donor loss is a big challenge that you can tackle if you're proactive about your approach.

Do you really understand why donors have stopped giving to your organization? Knowing the 'why' is the first step you need to take before filling up the gaps in your donor loss.

Attend a free one-hour webinar hosted by Perspectives Consulting and Andar Software to carefully examine donor research and learn how to use Andar/360 to stop losing donors.

Don't miss out! The webinar is happening on Tuesday, January 28th, at 2 PM Eastern.

Register Now

Learn How to Stop Losing Donors

Some donors retire; others slip away and fall under the category of "lapsed donors." Donor loss is a big challenge that you can tackle if you're proactive about your approach.

Do you really understand why donors have stopped giving to your organization? Knowing the 'why' is the first step you need to take before filling up the gaps in your donor loss.

Attend a free one-hour webinar hosted by Perspectives Consulting and Andar Software to carefully examine donor research and learn how to use Andar/360 to stop losing donors.

Don't miss out! The webinar is happening on Tuesday, January 28th, at 2 PM Eastern.

Register Now

Learn How to Stop Losing Donors

Some donors retire; others slip away and fall under the category of "lapsed donors." Donor loss is a big challenge that you can tackle if you're proactive about your approach.

Do you really understand why donors have stopped giving to your organization? Knowing the 'why' is the first step you need to take before filling up the gaps in your donor loss.

Attend a free one-hour webinar hosted by Perspectives Consulting and Andar Software to carefully examine donor research and learn how to use Andar/360 to stop losing donors.

Don't miss out! The webinar is happening on Tuesday, January 28th, at 2 PM Eastern.

Register Now

Eliminate Your Departmental Silos

It's common for different departments in organizations to work in silos, but that doesn't mean it's the right way to work. There are many tactics you can implement to eliminate silos, and one of them involves improving your communications across the organization.

How often are you entering communication logs into your CRM (Customer Relationship Management) system?

The immediate benefits of Communication Logs are that they will keep you organized and help you follow up with donors or prospects. The often overlooked (but crucial) advantage is that Communication Logs will help eliminate your departmental silos. Communication Logs are a great way to share up-to-date information across your organization. It's an easy way to communicate with minimal effort. Give it a try!

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How Are You Tracking Your Donor Information?

"Donor Journeys" are a hot topic at the moment. Knowing which contacts to engage in each journey comes down to using the right donor data.

Your next question might be, "What's an excellent way to gather contacts to engage in a journey?"

United Way of Central Minnesota uses texting as a way to place event attendees on a Donor Journey. Let Chris Gutterud tell you the details!

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Improve the Donor Experience

How did this United Way improve the donor experience?

They used their donor data to make smart strategic changes. Watch the full video of Chris Gutterud, Data Systems Manager at United Way of Central Minnesota to get the details.

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Meet Your Fundraising Goal

Don't leave potential donations on the table! As you get your campaign on a roll, think about ways you'll be able to fill your fundraising gaps.

One idea is to dig into your database for donors who haven't yet given this year but gave in the past. To get a list of lapsed donors, use the "Pattern" tab in a data mining operation.

After obtaining the list, you can review the accounts for ways to communicate with them. Maybe you have a home contact you can get in touch with, a related person whom you can call, a staff member who knows them, or someone may remember them from an event they volunteered at or attended. You might even be able to find more info by searching for them on Google!

Learn About the Pattern Tab