Measure Tag Archive

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.

Featured Enhancements List

This is the last chance to indicate your interest in any of this month’s Featured Enhancements.

A 'key metric' is a statistic that gives a measure of an account's overall health and performance. All organizations, from non-profits to multi-national corporations, need to track key metrics to understand their performance accurately.

Are you using Andar's Ranking & Segmentation to quickly and easily provide a multi-year reading of an account's key metrics on a Bio Tab?

If so, let us know which refinements to this functionality you're in favor of.

If not, to learn more about Ranking & Segmentation, see our Customer Support article (Note that the MIG module is required for full functionality; learn more about MIG in this Fact Sheet).

See Featured Enhancements List

Featured Enhancements List

A 'key metric' is a statistic that gives a measure of an account's overall health and performance. All organizations, from non-profits to multi-national corporations, need to track key metrics to understand their performance accurately.

Are you using Andar's Ranking & Segmentation to quickly and easily provide a multi-year reading of an account's key metrics on a Bio Tab?

If so, let us know which refinements to this functionality you're in favor of.

If not, to learn more about Ranking & Segmentation, see our Customer Support article (Note that the MIG module is required for full functionality; learn more about MIG in this Fact Sheet).

See Featured Enhancements List

Quick and Easy Goals and Projections

Are you spending too much time managing your goals and prospects? Are you not sure?

If you're not using a dashboard to manage your goals and projections, you're likely not being as efficient as you could be.

Save time by checking out the following dashboard apps:

  • Tracking Parameters Quick Entry by Manager
  • Tracking Parameters Quick Entry by Node

Projections

PRojections Details

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

What's in Store for the Next 5 Years?

Imagine where you'll be in 2023 — or better yet, where your United Way will be in 2023. What will your campaign goal and community impact work look like? How will technology play a role? How will your job be different? As 2018 comes to a close and we start to think about new year's resolutions, fill out this five-question survey to let us know where you think things will be in 5 years.

Take Suvey

Facts

Did you know that our staff averages 13 years of service with us!

Nearly 70% of our staff have been with us over 10 years! 40% have over 15 years!

Many of our staff have worked at United Way organizations prior to joining Andar Software.

If we add our staff’s prior United Way experience, it totals over 530 person-years of direct United Way experience.

We continue to be excited to be part of your business!

Data is the New Currency - Part 2

Last week we asked three questions about your data. This week let's dig into the first question..."What data are you collecting on accounts?"

Your answer should be simple and concise. If you think about it, you as an organization are likely collecting 15-20 different pieces of information to store in your database. Some items are as simple as email address, phone number, or gender.

You need to have a documented list of these data items and each database user should understand them. Having a documented plan will also go a long way to help with data quality and universal collection of the information.

Not sure where to start? Pull out a pledge form and write down what fields you are collecting from your donors.

Click here for a sample list of key data points...

Key Performance Indicators

Do you set targets and measure performance for staff?  With Andar/360 KPI's, you can set daily, weekly, monthly or annual targets for your staff and chart whether targets are being met.  

Create a Red/Yellow/Green traffic light, view to track progress at a glance or use a chart or thermometer.

Some sample KPI's could be:

  • Envelope creation to close date
  • New Donor Counts
  • Communication Logs
  • Prospect Moves
  • Prospect Touches

Read more...