Tips Tag Archive

Why Does Your Online Brand Matter?

People are looking to have great online experiences, and that includes nonprofit websites and social media activities. There are many reasons why you should focus your energy on your organization's online presence. If you need convincing, take a look at this infographic filled with informative stats.

View Infographic

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

Campaign Season is Almost Here, Make e-Pledge Easy!

August is here, and you know what that means — campaigns are here! Be ready to rock e-Pledge this season by doing some pre-campaign prep work.

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 and 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. As soon as you've done this, all of your organizations are ready!

Once you have this in place, you need to add the web options that are exceptions to the Tailoring Account. (Of course, every setup is different, but this is the foundation of it.)

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!

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!

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Find Out if Credit Cards Will Expire Soon

Your donors may have pre-authorized payments set up with you, but what do you do if their cards expire? You can avoid getting to that point by running a report that will tell you if pre-authorized payment donors have credit cards that are about to expire.

You can find the Andar Pre-Authorized Credit Card Payment Report under the Finance folder on the Andar Main Menu. On the submission window, select the billing date, for example, *2 Months after. Also, specify the next month as the Credit Card Expiry Date. The report will then list donors who have amounts due in two months but whose credit card will expire before then.

Drag and Drop Your Files

You can easily drag and drop multiple files from your local folder or other applications such as Outlook into Andar’s File Library, Stylesheets, Articles and other areas of Andar.

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What do you do when a couple donates?

You might be inclined to put the couple's combined name into the profile's first and last name, but doing this will lead to a lot of confusion. As a result, you'll for sure have odd looking salutations in letters and emails. Plus, if the couple separates, their giving history will be gone from your database and dealing with gifts will be a pain.

When a couple donates, each person should have their own profile in your database. You can then create a "Combined Giver" general relationship between the two individual accounts, and Andar will automatically show their combined gift! You can even use a unique combined giver name and salutation to address letters correctly. Plus, Andar gives you the option to address individuals separately or combined. You can even join an entire family together if you want.

Automate Your Marketing Campaigns

If you own the MIG module you can have Andar/360 power your Marketing Automation. It is easy to run prospect nurturing campaigns and deliver custom content based on your donors' interests.

Learn how to set up an easy drip campaign in this video series.

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Your Hotfix Version Number

Now's the time to install your Hotfix. Installation Instructions are available for viewing in the Customer Support center.

By default, the Andar banner that says "Powered by Andar Fundraising Software" doesn't display the Hotfix version number. The banner shows the release version number only. Therefore, the banner isn't an indicator of whether the Hotfix is or isn't successfully installed.

Read Instructions

Easily Personalize Your Emails

One of the quickest ways to catch your donors' attention in an email is by adding his or her name to the email's subject line. It's the sort of thing you shouldn't do all the time because it will start losing the effect, but doing it sporadically will do wonders.

To automatically add your recipient's first name to an email subject line, all you have to do is type the "FirstName" note variable to the subject.

Learn More About Variables