Tips Tag Archive

Yahoo Groups Shutdown - Update & Plan

Since Yahoo announced that they would be shutting down Yahoo Groups as of December 15, 2020, we are exploring new alternatives to continue this community. We know how valuable this community is, and we love to see the fantastic connection building and knowledge sharing.

We appreciate any feedback that you have about features you'd like to keep or add to the new community and want to make sure it meets your needs. 

Stay tuned for an update and plan regarding moving this community to a new platform. 

Employee Payroll Deduction e-Pledge Options

Did you know that a company can give their employees the option to pay off their Payroll Deduction pledge in one lump sum? They can even decide to have the money taken from only 1 paycheck!

Here's how:

For example, if a company pays its staff 24 times a year, 24 would be the Number of Pay Periods that should appear on the e-pledge webpage.
(You can store the Default Number of Pay Periods on the company account profile > General tab > Numbers subtab, or you can save each employee's number of pay periods on their employment relationship.)

By introducing a new question on the webpage and asking for "Number of Deductions to Make," the donor can decide the number of times they want money deducted from their paycheck – such as 24 or 1. The donor can see a drop-down for choosing the number of deductions that works for them.

For details on how to do this, see the following online documentation.

Pay close attention to the web options named "Number of deductions changeable" and "If changeable, number of possible deductions" (in the "Pledge Entry – Payroll Deduction" web option group).

[WEBINAR] Using Your Donor Data to Effectively Engage Your Donors

Please join us on November 12th, 2020, at 2:00 pm ET in this one-hour webinar to learn how to collect and leverage your donor data to raise more money and better engage with your donors.

This webinar combines Perspectives Consulting's 30+ years of United Way donor research with Andar Software's technical expertise. Perspectives Consulting will show you the four types of data your United Way needs to collect on your donors and why this data is critical to your fundraising success. Andar Software will then show you how to strategically leverage this data to engage your donors and strengthen your relationship with them.

Objectives:
1. Identify the four types of donor data you need to attract and engage your donors based on research with United Way donors
2. Illustrate how Andar/360 can help your United Way strategically engage your donors
3. Explore methods your United Way can use for collecting donor data

Register for free here

[WEBINAR] Using Your Donor Data to Effectively Engage Your Donors

Please join us on November 12th, 2020, at 2:00 pm ET in this one-hour webinar to learn how to collect and leverage your donor data to raise more money and better engage with your donors.

This webinar combines Perspectives Consulting's 30+ years of United Way donor research with Andar Software's technical expertise. Perspectives Consulting will show you the four types of data your United Way needs to collect on your donors and why this data is critical to your fundraising success. Andar Software will then show you how to strategically leverage this data to engage your donors and strengthen your relationship with them.

Objectives:
1. Identify the four types of donor data you need to attract and engage your donors based on research with United Way donors
2. Illustrate how Andar/360 can help your United Way strategically engage your donors
3. Explore methods your United Way can use for collecting donor data

Register for free here

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

Maintaining Expectancy Gifts

Expectancy Gifts are “future” gifts such as bequests, gifts of insurance, etc. When the actual gift is received and entered as a transaction in Andar/360, the matching Expectancy Gift can be linked to the actual gift.

Accounts that are related to the Expectancy Gifts (for example, financial advisors, solicitors, etc.) can be recorded in Gift Relationships on Expectancy Gifts. These Gifts Relationships can be copied from the Expectancy Gift to the actual gift.

Learn more about maintaining Expectancy Gifts in Customer Support.

Take Me There

Maintain Profile Photos

Andar will retrieve and display profile photos based on settings in System Preferences. To maintain profile photos and quickly add photos to Individual or Organization accounts, do the following:

  • Add the Notes app to your bio tabs, or, add the Notes app to a Dashboard via the Account Information > Bio tab app > Notes App. The Include Image box on the Add Bio tab App window must be selected for the image to show.
  • Drag & drop profile photos into the Notes app from any source (Facebook, LinkedIn, etc.).
  • The images will be stored on the Account profile > CRM tab > Notes Sub-Tab.

Get more details in Customer Support.

Take Me There

What is a Distribution Zip?

A Distribution Zip links a United Way Account to a zip code or a postal code. A Distribution Zip is not a zip code or a postal code.

Distribution Zip Codes or Distribution Postal Codes (also called Distribution Zip, Zip Code Check-off or Check-off Zip) are used in Out of Area Processing. Distribution Zips, Process Options, and the actual zip codes or postal codes from donors' addresses will determine which United Way Account is the Fundraising Account or Check-off Account on a transaction

Distribution Zip Codes and Distribution Postal Codes can be imported into Andar or manually added. Distribution zip and postal codes appear in the Andar Main Menu > System Administration > Zip and Postal Code Management > Distribution Management > Distribution Zip and Postal Code Maintenance window.

Learn More

Key Performance Indicators

The KPI feature helps you define and measure progress toward your organizational goals. You will be able to set goals for virtually any number in Andar/360. For example, you will be able to measure and set goals for the number of communications, number of moves, number of touch points, tasks completed, etc.

All measures are recorded daily but can be aggregated over weeks, months, etc., against goals set per period. You can monitor them on dashboards using bar charts, thermometers, and traffic light indicators.

Read More

Why add the latest CAPTCHA to your website?

With the exponential growth of AI, computers can now get past older CAPTCHA tools. By not using a good CAPTCHA, hackers can register fake attendees to your events, or even test thousands of credit cards from your donation site in just a few minutes.

Great CAPTCHA tools make it more difficult for programs to overwrite commands. By adding them to your registration and donation webpages, you'll make your operations more secure.

Learn More