MIG Tag Archive

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!

Teach Me How

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.

Take Me There

Manage Your Prospects

Do you know what move state your prospects are in? What their linkage ability or interest is?

You can manage and view all of this data by account manager when you use the Prospect Metrics Details App in Andar MIG. Learn how to add prospect metrics details to a dashboard by visiting Customer Support!

Take Me There

Who Are You Communicating With?

Time flies, and it can be hard to keep track of whom you've been in touch with. The chances are that there are likely some donors who could use a little more TLC than they are currently getting.

In just a few clicks inside Andar, you can find out which accounts you haven't been communicating with so that you can identify holes in your process or create a new communication strategy.

Learn How

Track Competitive Gifts

Build your database, and get to know your donors' interests and their giving capabilities with Andar MIG. Every year, you should go through your competitors' websites and find lists of large donors. You can then enter these donors and competitors in Andar, and link them together using the "CRM" tab, in the "Competitive Gift" sub-tab, with their estimated giving range.

Find Out How

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

Maximize Your Pledge Forms

Do you have checkboxes on your pledge forms to solicit Volunteers, Young Leaders, and more? Use Andar Plans with a simple DMO to find these constituents and reach out to them. This process can be fully automated, depending on the schedule you set.

View a Sample Plan Automation

What's An "Offset Day"?

You can use Andar Plans to create comprehensive workflows to ensure completion of all tasks within a project. As you add tasks to your Plan, Andar will ask for the “offset day.” This offset is the expected number of days after the start of the Plan. So, when the Plan is assigned to an account and given a start date, Andar will automatically use the “offset day” to calculate the date this task should start.

Read More About Plans

Clean Up Your Mailing List

Avoid awkward situations by ensuring that you update your mailing lists with the latest information.

Use Andar’s MIG module to automatically handle address redirection when your donor has passed away or is now under the care of someone else. With the care-of relationship, Andar’s mailing list management system will automatically redirect your communications to the correct person.

Add Care Of Relationship

Receive An Alert When A Pledge is Received

Set up automatic e-mail alerts to be notified of pledges, payments, and communications that involve your most important accounts. The alerts can be set up to notify different people based on pledge amounts. For instance, when a $1000 gift comes in, the campaign manager can receive an alert; and if a $5,000 gift comes in, both the campaign manager and the CEO receive the alert.

With an alert, you won't have to wait until someone tells you about a pledge coming in, you'll know right away. Better yet, as soon as you receive the alert, you can call your donor and thank them right away for making such a generous donation!

Set Up Alert