Tips Tag Archive

Let Your Leaders Prepare Your Roster for You

For many of you, the annual leadership roster involves mail contact to allow leadership donors to confirm their information. While this may be done during the e-Pledge process, not all leadership donors are involved in it.

However, for leadership donors with e-mail, you can develop a survey that presents the current information as the default value and imports data back into the system to capture any changes. Become more familiar with Andar surveys by visiting Customer Support.

Read About Surveys

Switch the Order of Previous and Next Buttons

Currently, there are no web options to allow users to switch the order of the navigation buttons. However, it's possible to do this using a simple script that can be applied in a web note on the corresponding e-Pledge pages.

Show Me How

Learn the Basics of CSS in 5 Minutes

Using CSS (Cascading Style Sheets) is an effective way of controlling the layout of your website. In short, CSS separates content from design, which makes customizing the code on your website much easier than using plain HTML. Knowing CSS is handy, but it can also be quite intimidating if you're new to it. Take five minutes to learn the basics from FreeCodeCamp.

Teach Me Basic CSS

Are You Using the Community Building Web Module?

Are you getting frequent phone calls or e-mails from Agencies, asking you to reset an item in their CB Package, because they accidentally Submitted it instead of just Saving it?

Are they pleading “Help!,” because they need to add more info, or update their answers?

You can easily put an end to those phone calls. Simply add a web option that allows the Agencies to reset the status of their own CB Package item from “Completed” to “Outstanding.” Then, as long as the Package Due Date has not passed, the Agency web user can make their desired changes, and you don’t even have to pick up the phone or reply to an e-mail!

The web option is named “Allow Reset Completed Item Back to Outstanding,” and it is found inside the Web Option Group named “Community Building.”

Tell Me More

United We Fight / United We Win

Included in the latest Andar/360 release (2019.01), you'll find a brand new, dual-appearance Look and Feel Template called 'United We Fight.' This template is based on the latest United Way Worldwide brand guidelines. Everything you need to get started is built right into Andar and ready for you to put a fresh face on all things e-Community!

'United We Fight' features a bold, impactful theme. When used in conjunction with your high-contrast black and white photography it helps convey the seriousness of the cause.

'United We Win' is a stylesheet that can be added to the template to depict a more celebratory, uplifting and bright feeling.

UWFUWW.png

Plus, there are a few new additions to get excited about like pledge and frequency buttons! All modules have been updated to reflect an updated appearance.

Also available are new email stylesheets and letter styles to complement 'United We Fight' and bring a consistent look to all of your outbound communications.

See a Sample Web Page Layout

Spring Cleaning is Around the Corner

Andar collects a lot of data and creates logs of executed jobs so you can understand the details of how the job was completed. Whenever you run reports, the report is also stored in the Andar database and kept there. You should keep some reports, like payout reports, for a few years. To help with this, Andar gives you the option to save payout reports to your file server. Get instructions on how to set your preferences in Customer Support.

In other instances, you can keep different reports by clicking the “archive” button. Plus, Andar can also track every web page (in e-Pledge, e-Volunteer, etc.) visited by your constituents so that you can use the data to make strategic marketing communication decisions.

As you can imagine, after a few months, you may easily have a lot of reports and log files in your database. You should schedule a cleanup so that all old information can be deleted to free up space. You can determine what "old" is by identifying a specific date.

Schedule a Cleanup

Why You Should Regularly Backup your SQL Database

It's 2019, and the average UW Andar database is <50 gigabytes and can be backed up in 20 minutes or less! An SQL backup can be done in SQL or a by a backup program that has an SQL agent. Take the next five minutes to get a quick refresher of different backup options and assess whether you (and your SQL database) are on the right track.

Virtual Servers
Many organizations now use virtual servers, and the backup is accomplished via a VM snapshot. ANDAR & SQL don’t know a backup has been done if an SQL agent wasn't used. Because of this, there's an option in Andar to turn off the backup warning.

Incremental Backups
To “save time” some organizations will do an incremental SQL backup. Increments are like links in a chain, and if one increment is missing or corrupt, you will not be able to restore the database with integrity. Incremental backups should be avoided and do not count towards Andar’s seven-day warning limit.

Log File Shipping
Some organizations have sophisticated database backups using replication or Log file shipping where each transaction is copied to another remote server across the country or even in another country.

Ultimately, the frequency of backups is really up to you. The spectrum ranges from no backups to 15-minute backups. Each comes with a price, and it's often said, "You can pay now or pay later."

Until you test an actual restoration of your database, you’ll never be 100% sure you have a proper backup -- don't risk learning that after a disaster strikes! And remember, always take your backup to a secure off-site location to guard against fire, theft or flood.

Strategize Your Next Move and Use Churn Analysis to Help You

Analyzing historical data and donor trends will help you better prepare for your future campaign strategy. With Andar, you can run the Leadership by Individual or the Leadership by Organization report, and select all accounts, those in a structure node, or those in a warehouse. You can analyze up to 20 years of giving and also choose specific leadership levels to review!

Each constituent in the report will be flagged with various codes to identify whether their gift was increasing, flat, decreasing, recovered, renewed, lapsed, or new. Andar can do this for the personal gift, their combined gift, as well as the RUM portion of their gift.

Andar will analyze churn for each leadership level independently as well as non-leadership level constituents and again for RUM dollars specifically. For each group, the report will contain:

Number of givers - the number of accounts in this group.
Number of increased givers - the number of accounts in this group who gave less in the prior year than the given year.
Number of decrease givers - the number of accounts in this group who gave less in the given year than in the prior year.
Number of flat givers - the number of accounts in this group who gave the same in the given year and the prior year.
Number of recovered givers - the number of accounts in this group who gave in the given year but didn’t in the prior year but gave in some year before that. In other words, those who restarted giving after having stopped.
Number of renewed givers - the number of accounts in this group who gave the current year and also gave the year before.
Number of lapsed givers - the number of accounts in this group who didn’t give in the current year but gave the year before.
Number of new givers - the number of accounts in this group who have never given before.
Number of renewed leaders - the number of accounts at this leadership level who have also given in the prior year at the same leadership level.
Number of lapsed leaders - the number of accounts at this leadership level who have not given at the same leadership level in the current year but did the year before.
Number of new leaders - the number of accounts at this leadership level who either didn’t give the year before or gave at any other lower or higher leadership level or gave at a non-leadership level.
RUM dollar - the total giving of Resource Under Management (RUM) from accounts at this leadership level.
Number of RUM givers - the number of accounts whose RUM gift total falls within this leadership level.
(Note that a constituent may be counted in more than one category.)

That's a lot of data right there! Read more about Leadership by Individual and Leadership by Organization by logging into Customer Support.

Common Logic Errors (That May Not Seem Logical at First Glance)

Computers don't think the way humans think. For that reason, when we give our computer directions (such as data mining rules), we have to learn how to speak a version of "English" our computer will understand.

Let's say we want a list of all donors living in New York and Chicago. We would probably write the following:

Select individuals where city = "New York" and city = "Chicago"

With this direction, the computer will take each record, one at a time, and perform the test. With an "and," both conditions must be true for the individual record to be selected. Since an individual's address cannot have both New York and Chicago in the same record, we will get no data output from our request. Although, in English, we typically say "New York and Chicago," in "computer-speak", we should say "New York or Chicago." With an "or," either or both have to be true for the individual to be selected. So, we should have written "or" instead of "and."

We also need to be careful when mixing "and" and "or." For example, if we were to write the following:

Select individuals where city = "New York" or city = "Chicago"
and gift > $1000

In "computer-speak," the "and" is always paired before the "or." In other words, the computer understands the statement above as:

Select individuals where city = "New York"
or (city = "Chicago" and gift > $1000)

This will result in a report where everyone from New York, plus only those individuals in Chicago that gave over $1000 will be included. All of this can be hard to remember, so it's always a great idea to put the brackets in for clarification. The above statement would be better written as follows:

Select individuals where (city = "New York" or city = "Chicago")
and gift > $1000

This will select all individuals in New York and Chicago, that have also given over $1000.

This process is related to simple math formulas like: 5 + 2 X 3. Without following the mathematical rule of BEDMAS (that we all fondly remember learning in grade 6 math class), we would wrongly say that the answer is 21, when in fact, the answer is 11. That's because the multiplication has to be performed first. The order of operation is Brackets first, then Exponents/Roots, then Division/Multiplication, then Addition/Subtraction, followed by Comparisons, and finally logical operators And/Or.  

Tip: Using Multiple Screens

Do you use more than one computer monitor while you work?

You can organize your workspace by putting different Andar/360 dashboards on each of your computer screens. Just click the diagonal arrows at the top-right of your dashboard to pop-out that dashboard into a separate window. Then, you can click and drag that separate window to your other screen. Best of all, Andar will remember this setting for you!