Tips Tag Archive

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

Which One Is the Fundraising Account?

Who Gets the Fundraising Fees?

When you process a campaign for other United Ways (hereafter referred to as an Out of Area campaign), you need to set the proper Fundraising Account on the pledges. The Fundraising Account is the United Way in whose service area the pledge was raised, the one who reports the pledge on their DB2 report. It is NOT who gets paid for collected fundraising fees.

By default, the Fundraising account is your United Way, and the field is disabled. For an Out of Area campaign, you must set a Processing Option on all the affected company accounts (including subsidiaries). The Processing Option allows you to update the Fundraising Account or tells Andar how to update it based on ZIP/Postal Code.

If you have the Standard-M module, you can control who gets the fundraising fees by setting up contracts within the Donor Choice Structure. Set the fees on the Node contract for the most common scenario, then set up Fundraising contracts for the exceptions.

For example, you usually pay the 3% fundraising fee to the Fundraising United Way, but for United Way of Beige County (UWBC) you keep them. At the Campaign level:

  1. On the Node contract enter 3% in the Fundraising Fees/Amounts for Fundraising Account fields.
  2. Add a contract where UWBC is the Fundraising Account.
  3. Enter 3% in the Fundraising Fees/Amounts for Processing Account fields.
  4. Enter 0% in the Fundraising Fees/Amounts for Fundraising Account fields.

Get details on which processing option to use in Customer Support!

Read About Processing Options

Extend Payment Schedules for Your Donors

In Andar, a payment cycle is 12 months. If a donor hasn't paid their pledge in full within 12 months, they are considered overdue. But, what if a donor makes a large pledge and asks for 18 months to pay it?

You can set up an extended payment schedule that continues beyond 12 months with the MIG module. Once in MIG, use the date specified option on the billing schedule to set up billing for 18 months.

Learn more about Multi-Year Payment Gifts in Customer Support.

Take Me There

Who's Abandoning Their Pledges?

Are people starting their pledges and not finishing them? Find out who they are in Andar/360 so that you can follow up with them and send them a gentle reminder.

To do this, go to the main menu in Andar/360 > e-Community > e-Community Reports > Web Access Log Inquiry, and there you’ll see all web activities. Click on the filter button to see the “e-Pledge Abandoned” option. Better yet, add this report to your dashboard using the “Maintenance List” app to have easy access to the data!

Get Details

What's Your Favourite Shortcut Key?

Most people would say "ctrl-z" or "command-z" to undo something, anything! Have you thought about what yours is?

Andar/360 has many shortcut keys that speed up workflow.

F9 = Search for Account
Ctrl-F = Find Items
ALT-W, O = Close All Windows
T = Today (in Date Fields)
Y = Yesterday (in Date Fields)

Try adding these to your regular reel of shortcuts to speed through your work!

Track Abandoned Online Pledges

Are people starting their pledges and not finishing them? Find out who they are in Andar/360 so that you can follow up with them and send them a gentle reminder.

To do this, go to the main menu in Andar/360 > e-Community > e-Community Reports > Web Access Log Inquiry, and there you’ll see all web activities. Click on the filter button to see the “e-Pledge Abandoned” option. Better yet, add this report to your dashboard using the “Maintenance List” app to have easy access to the data!

Get Details

What Are Hotfixes and Why Do We Do Them?

Different companies and development teams may have various definitions for a "hotfix." Here at Andar Software, a hotfix refers to a small portion of code that's been developed to solve a specific customer issue or a contained bug in the software for the current version of the product. Hotfixes are meant to be made quickly and be released just as fast to benefit the customers' needs.

On the other hand, a "service pack" is a large software update that includes product enhancements, as well as fixes to multiple bugs. For Andar/360, the service packs are released at the beginning of the year and mid-year.

If you have any questions, send us an email!

Are Your Emails Arriving at Their Final Destination?

It doesn't matter how compelling your email is, if your audience doesn't receive the email, it's a wasted effort. But, how do you ensure your email sends well, and what's the sending process like?

Think of the process as traditional snail mail. Andar/360 helps you create an email, stuff it in an envelope, and it addresses it for you, but it must be dropped off at a virtual "post office" or "courier." At this point, Andar/360 hands off your email to an email server called an SMTP server (Simple Mail Transport Protocol). The SMTP server provider you use is your decision. Andar Software offers the use of our SMTP server as well as DNS management, as a service. You can also pay another provider or opt to set up your SMTP server. It's essential to make sure that you have correctly configured the SMTP server and your DNS records.

Continue reading to get more details on the process and make sure all your bases are covered!

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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!

Learn More

Assign a Plan to Individuals That Send a Text

Easily set up a texting automation process that assigns a Plan to the person who sent a text. This Plan will set the value for the variable "MessageText," and will create a connector import that adds a pledge to an envelope.

You can now split text messages into new variables such as Keyword, EmployeeID, and PledgeAmount.

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