ePledge Tag Archive

Multi-lingual Andar

Have you ever noticed this icon on some Andar windows? You can click on it to write in another language.

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Video Success Story: United Way of Broward County Manages their Online Pledges with Andar e-Pledge

Rebekah Osborn from United Way of Broward County in Fort Lauderdale, FL shares with us what her online pledge processing tactics are and why she uses Andar e-Pledge to make them happen.

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Working Too Hard on e-Pledge Campaign Setup?

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. In fact, it 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. When this has been done, all of your organizations are ready!

Once you have this in place, you simply need to add the web options that are exceptions to the Tailoring Account. Of course this is simplified and every setup is different, but this is the general concept that everything is based upon.

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!

What is this CAPTCHA thing anyway?

I am not a robot!You've seen it before, the dreaded CAPTCHA test. Sometimes it's really difficult to tell what those squiggly letters are meant to be, and sStreet Signsometimes it is hard to tell if it's a street sign or a billboard! What if all of the squares are street signs?? If the test is too hard for me, am I a ROBOT??

A CAPTCHA test is a really important security feature to help protect your database from being flooded with data from other computers called 'Robots' or 'bots.'  These computers scan websites for fillable forms and submit false information. Since a computer is filling out the form, it can potentially submit hundreds of forms in a very short amount of time; filling your database with useless data quickly. 

CAPTCHA means: Completely Automated Public Test to tell Computers and Humans Apart - It is meant to confuse a 'bot' by creating a situation where the computer cannot parse the information presented like the human brain can. With the CAPTCHA in place the 'bot' cannot complete the form - keeping your database clean and safe!

Recently, we've added a feature called reCAPTCHA that uses the latest CAPTCHA technology. Check out this page for setup instructions or give us a call for assistance.

 

Which Font Should I Use?

The latest fonts used by United Way, according to the latest brand guidelines, are called ‘Roboto’ and ‘League Gothic.’ You can load these fonts using your styles to override other fonts for e-Mails/Articles/e-Pledge etc. You will be able to load them into your Andar Stylesheets and apply them to almost any element. (Heading, Paragraph, List, etc.)

To download the fonts visit: 
http://theleagueofmoveabletype.com/league-gothic 
http://fonts.google.com/specimen/Roboto 
http://fonts.google.com/specimen/Roboto+Condensed 

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Let us know if you have questions or need a hand!

ePledge Abandoned Flag

Would you like to know who starts the pledging process but does not finish? You can reach out and see how they might need help. Check out the e-Pledge abandoned filter in Web Access Log. Use this flag to find out the web users who have initiated the pledging process but never completed.

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User Defined Fields

Where can you create your own user defined fields? Lots of places!

Accounts: You can find user defined fields under the General Tab of your accounts. Table #200 defines the type of fields. These include numbers, text, URL, date/time, selection boxes, etc. You can use data mining to select accounts based on these values or mass-import values using Andar Connector.  User defined fields can also be used as plan task triggers to direct your workflows.

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Employment Relationships: You can customize User Defined fields on the employee/employer relationships specific to the employer. Each company can have their own user defined fields with specific sets of values. These fields can be used to customize your volunteering and giving web pages and the employer e-Pledge reports can include these user defined fields so your ECCs can slice and dice data using their fields. These fields can be data mined and mass imported using Andar Connector.

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Transactions: There are 10 User Defined field on each transaction. You can decide how you use them. They can be used as custom entry fields on e-Pledge or used to store data through JavaScript. They can be data mined and mass imported using Andar Connector.

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Best Practice Round Table Idea Submission

We want to give you a chance to provide feedback & suggest topics for the upcoming best practice webinar. There will be no cost for attending. We will announce the date and topic next week.

Please complete our short survey to provide your ideas...

Recap: Round Table - Online Giving

Thank you for all those who attended our best practice round table meeting talking about online giving.

Click to view the recorded webinar.

For resources from the webinar please visit: www.AndarSoftware.com/Roundtable

For questions please ask Eric.

Our next discussion topic will be announced soon.

Enter a new gift with preloaded details from last year

Check out the new Pledge Replication web option feature. If  "Enter a new gift with preloaded details from last year" is turned on, as the donor goes through the regular pledging process the pledge type, amount, designation etc. will be preset with the previous year's gift details. The donor is allowed to make changes throughout the process.

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