Tips Tag Archive

Online Pledging Terms

With all of the new additional functionality added to e-Pledge, it's important to have a clear understanding of the different terms used to access online pledging. Some of the terms are very similar and can be quite confusing.

What's the distinction between "Single Page Registration and Pledge" and "Single Page Employee Registration and Pledge"? What are the differences between "Individual," "Employee," and "Campaign" registrations?

Ensure that you know the differences when it's time to configure or when communicating with support. Get a quick primer of terms and their meanings as of v2020.02 of Andar/360.

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Individual, Employee, or Both?

Donors can choose to pledge as an individual or as an employee if your setup of e-Pledge permits.

It is common to think of e-Pledge as having separate silos for individual giving and employee giving. However, in the web option grouping 'Initialize,' there are options to allow a web user to switch between the two.

Learn more about Web Option Groups in Customer Support!

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How to Embed YouTube Videos

Would you like to embed YouTube videos on your website? Follow the easy steps below:

  1. In your web browser, go to the YouTube video that you want to embed.
  2. Under the video, click 'Share.'
  3. Click 'Embed.'
  4. A box will pop up with HTML code. Copy this code.
  5. Paste the code in the article or in the location you would like to display the video.

You can learn more about embedding videos in webpages from the w3schools.com website.

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New in v2020.02: Main Banners in United We Fight / United We Win Are Responsive

The main banners in the United We Fight and United We Win themes will become responsive in v2020.02 of Andar/360. With this change, any graphics in the banner area will fit in any mobile device. Currently, the banners do not shrink based on monitor size. This results in the sides being hidden in mobile phones and small screens.

To set up a banner, follow the instructions in the look and feel template of United We Fight in Andar/360. The old HTML code needs to be changed into the new one. Below is the sample code. You can replace the image URL and the message/text according to your needs.

<html>
<body>
<img src="IMAGE URL" width="100%" />
<div class="main-banner_heading offset-lg-1 heading-column">
<h2>United Way fights for the health, education and financial stability of every person in every community.</h2>
<p><a class="button" href="URL">Join the Fight</a></p>
</div>
</body>
</html>

Threshold Amounts for Thank You Letter Codes

When creating Thank You Letter Code Associations, it's important to keep in mind that the lower threshold amount can cause unexpected behaviour. If a code has a lower threshold of $0.00, it will become the default for all transactions (in lieu of Manual) and be mistakenly applied to transactions with pledge amounts greater than the upper threshold specified for your various codes. This lower threshold set to $0.00 assigns the wrong letter template to donors. To learn more, visit the Customer Support project linked below.

Transaction Letter Code Associations are found under the Andar/360 Main Menu > Communications > Thank You Letters > Transaction Letter Code Associations.

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Consistent Images in Reports

In System Preferences, there is an option to include a URL to an image that will be included in report headers (System Preferences > Andar Reports > MIG > Report Headers > URL for report header image). Some customers have encountered inconsistency in whether these images are displayed in all reports. This is typically due to how quickly the image may be retrieved from the network location as the report writing program will skip the image if it cannot be retrieved in two seconds. One option to consider is to have the image in your File Library and use the URL for that location.

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Simplify Volunteer Hour Entry

Creating volunteer assignment records through imports has been available for quite some time. The functionality allows importing the hours associated with the volunteer assignment. This may be done for both individual volunteers and for volunteer teams. Learn more details in Customer Support!

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Using Google's reCAPTCHA

CAPTCHAs are used to determine whether users are human or spam robots. There are many different CAPTCHA styles in use throughout the web.

Andar e-Community users can use the Andar simple CAPTCHA, or opt to use Google's reCAPTCHA. To learn how to enable reCAPTCHA, visit Customer Support.

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Include 'Hidden' Data with Outlook Connector

Do you have the right settings in place to avoid losing information when a communication log is created using the Outlook Connector module?

Outlook Connector can be set up to create communication logs that only contain 'plain text.' This setting avoids adding large records to the database, such as images that are attached or embedded in an email. However, only uploading 'plain text' prevents items such as hyperlinks from having the underlying URL included in the log. Allow all the information in the email to be included in communication logs by updating your settings in either System Preferences or Personal Preferences.

Update Preferences

Account Searches in Andar/360

The Account Search function on the Andar/360 main menu is a very useful tool. You may get a limited number of results when you search using the field at the top of the screen. If your search doesn't populate what you're looking for, it doesn't mean it isn't in Andar/360. If in doubt, click 'Perform Individual Keyword Search' in the drop-down or use the Account Search option on the Main Menu.