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!