Constant Contact Presents: How to Create a Welcome Series

welcome series

Congratulations! Break out the champagne.  Today’s #GivingTuesday looks to be your best ever! Make those new donors feel engaged with an email welcome series. We’ll show you how to keep them coming back!

New financial commitments to your organization are extremely rare and precious.  Yet, all too often, these new donors never return to make a second gift.
Roger Craven, in his book Retention Fundraising, lists seven factors that influence donor retention

1. Donor perceives your organization to be effective in trying to achieve its mission.
2. Donor knows what to expect from your organization with each interaction.
3. The donor receives a timely thank you.
4. Donor has opportunities to make her views known.
5. The donor is given the feeling that she is part of an important cause.
6. Donor feels her involvement is appreciated.
7. Donor receives information showing who is being helped.

Of course it’s important to reach out and personally thank each donor, making them just feel that their gift matters.   One of the easiest ways to do this is with an email welcome series.

What is an Email Welcome Series?

An email welcome series is a series of email campaigns designed to welcome new donors, lower donor remorse, and nurture additional engagement. They consist of a series of messages delivered over a specific timeframe.

How to Create an Email Welcome Series for Your Nonprofit

The technical steps for creating a welcome series vary depending upon the email marketing software you use, but generally follow these steps:

1. Create Clear Goals and Objectives
Decide what your goals are for welcoming donors. Do you want new donors to share the campaign with their friends? Do you want folks who create a peer-to-peer fundraising page to get the most out of their fundraiser? Do you want them to like your Facebook Page?

2. Select Your Segment
In a welcome series, your audience is pretty clear: people who just made a donation. However, this audience may include:
First-time donors
Repeat donors
Monthly donors
Donors who gave over / under a certain dollar amount, etc.
As you can imagine, the email messages should speak to each specific relationship. The more you can personalize the messaging to the audience, the more likely you’ll retain that donor.

3. Determine Message Quantity and Frequency
Decide on the frequency and number of messages. You have to strike a balance between reminding them about upcoming campaigns, and being too pushy.
Your message frequency will depend on what actions you want people to take after they make that first, second, or monthly gift.

4. Write Your Email Messages and Subject Lines
Write the messages in advance, and base them on your understanding of what motivates your segments/personas.
Keep them super-short and written in the second-person, as if you’re writing to a friend. Read this post on email marketing for more tips on writing more effective email messages. And don’t forget to write awesome subject lines!

5. Create Segmentation Rules
The next step is to create segmentation rules for each audience. Constant Contact lets you add tags to subscribers, which is the best approach. This way, you can create more personalized email campaigns. For example, repeat donors should receive an initial message that acknowledges their prior support.

6. Enter Your Messages into Your Email Marketing Tool
After you’re written your messages and subject lines, enter them into your email marketing tool.

7. Configure Your Message Frequency
In terms of how the drip part of all this works, the timing of your messages is typically kicked off when someone makes a donation. The first messages should be sent immediately and should remind the donor of their impact. The following messages vary depending on your goals (sharing the campaign, joining your social community, making another gift, etc).

8. Measure Your Welcome Series
You’ll want to start tracking open rates, click-through rates, conversions and other stats important to determine the effectiveness of your welcome series.
The data you gather from day one will help you avoid unintended disasters by adjusting the messaging and frequency, leading to more happy donors.

Ready to set up your Welcome Series? 

Use these steps to design your own automated welcome series in Constant Contact. Sign up for a free trial today!

About John Haydon
Trainer, coach, consultant, speaker, and author of Facebook Marketing for Dummies, John Haydon is one of the most sought-after digital marketing experts for nonprofits and charities. Learn more at

by Lynn Edelman

Nov 29 16

Constant Contact Recorded Webinar: How to Prepare for the Holiday Online Giving Season

online giving

Online giving trends predict that a huge amount of your funds will be donated during November and December. Get your nonprofit’s online strategy primed to make the most of this year’s giving season by watching Constant Contact’s recent webinar, How to Prepare for the Holiday Online Giving Season.

Nonprofit expert John Haydon covers the following topics:

  • How to put together a simple year-end fundraising plan
  • How to take action on your plan (Key steps for your website, email, and social media)
  • How to make sure donors stick around and keep giving throughout the year

Tune into How to Prepare for the Holiday Online Giving Season now!

Constant Contact can help grow your organization during the holidays with an email marketing tool that’s affordable, powerful, and easy to use.

Sign up for a free trial today!

This post was contributed by Bria Sullivan, Content Developer at Constant Contact.

by Emily Patz

Nov 21 16

SofterWare President Named Philadelphia Inquirer Industry Icon


Nathan Relles, SofterWare President

Who knew that more than 30 years after co-founding SofterWare with his friend and business partner, Doug Schoenberg, Nathan Relles would be recognized by his peers as an “emerging icon?” Nathan, who serves as President and Chief Innovation Officer of the Horsham, PA company, which designs user-friendly fundraising and childcare management software for nonprofit clients, will receive this recognition tonight in Philadelphia when the Philadelphia Inquirer honors him as one of six recipients of the newspaper’s inaugural Industry Emerging Icons Award.
By definition, emerging icons are men and women who have the potential to become legends. They are successful business leaders who have contributed to their communities and have helped others along the way. SofterWare clients, staff, and the numerous local nonprofit organizations that have benefitted from Nathan’s philanthropy and volunteer commitment affirm his qualifications for this high honor.

Helping nonprofits use technology to achieve their goals

His personal commitment to helping community organizations grow and prosper through the effective use of technology led to SofterWare’s creation in 1981. Products such as EZCare, which automates billing, data management, payment processing and other time-consuming administrative tasks, and DonorPerfect, which helps cultivate donor relationships and achieve fundraising results, enable these organizations to focus their energies on fulfilling their missions and realizing their goals.

His significant contributions to the field of technology were recognized by Ernst & Young, which named him and Doug as finalists in its 2012 Entrepreneur of the Year competition. He frequently mentors young entrepreneurs and cheers on the success of start-up organizations.

He earned his Ph.D. in Computer Sciences from the University of Wisconsin. His research and dissertation were in human factors and the design of easy-to-use computer systems. His focus on the user experience and making products that are intuitive and easy influenced his decision to name his company SofterWare.

Then and now, the company that Nathan helped to build is committed to developing, marketing, maintaining and supporting software that is easy to use, and adaptable to the unique needs of its users.

Growing and giving back

Under his leadership, SofterWare has grown from a small entrepreneurial business to a company with more than $40 million in revenue, and more than 10,000 clients in the United States, Canada, and the United Kingdom.

He has created a corporate culture where food, clothing, and school supply drives flourish, and employees are encouraged to volunteer their talents and time to serve others.

Leading by personal example

Nathan is the son of Holocaust survivors and immigrated to the United States as a child. His parents instilled in him the importance of giving back, strengthening the community and contributing his time, talent, and resources to organizations that promote Jewish values and diffuse hatred and bigotry. He serves on the Boards of the Abramson Center for Jewish Life in Horsham, PA, Jewish Learning Venture, an Elkins Park organization that innovates programs to help people connect to Jewish life, and the National Ramah Commission, the camping arm of Conservative Judaism.

He has boundless energy, which many attribute to his passion for running. A past president of the Ambler Running Club, Nathan has run the New York City Marathon and participates each year with fellow members of the SofterWare staff in the American Odyssey Relay, a two-day, 200-mile race from Gettysburg, PA to Washington, D.C., which raises funds for cancer treatment and research, and wounded veterans.

He is committed to energy conservation and recycling and drives to work each day in one of the first electric cars licensed in the Commonwealth of Pennsylvania. Nathan also continues to serve on the Upper Dublin Open Space Advisory Group.

Congratulations, Nathan on a well-deserved award!


by Lynn Edelman

Nov 15 16

8 Best Practices for Major Giving: An Exclusive E-Book Offer



Major Projects Require Major Giving Initiatives

Are your computers hopelessly outdated? Has your school playground seen better days? Would a brighter, cozier visitor’s lounge bring comfort to families waiting to hear the outcome of a loved one’s surgery?

Major gifts are transformational

Nonprofits cannot afford to be complacent in their fundraising efforts. In times of government funding cutbacks, natural disasters or other unforeseen emergency situations, major gifts can make the difference in allowing your organization to continue to make a difference in the lives of others. Major projects require major gifts from benefactors.

The good news is they may already be contributors! Fundraising statistics show the magnitude of major giving, stating that 88% of dollars raised come from just 12% of your donor base. Many individuals within your donor base may have the potential to do and give more to help your organization grow.  

Prospect research is crucial for major giving

Using wealth screening tools like DonorSearch can help find those major donors in your donor management system. They combine an analysis of your constituent’s relationship with you and a complete wealth review to provide a ranking of your best major gift prospects. You’ll learn who else your donors have given to and for how much. Prospect research tools like DonorSearch is an investment that pays for itself over and over again.

Harness the power of major giving for your cause

From creating a Major Gifts Society to encouraging your board to identify major donors in their networks, following best practices for major giving can help your nonprofit see success in this fundraising channel sooner than later. There’s no need to wing it! The 8 Best Practices for Major Giving E-Book delves into tried-and-true strategies and to-dos that have been proven to result in major donations.

Get The 8 Best Practices for Major Giving E-Book free!

Major projects like these require major gifts from benefactors who may already be contributors. Fundraising statistics show the magnitude of major giving, stating that 88% of dollars raised come from just 12% of your donor base. Many individuals within your donor base may have the potential to do and give more to help your organization grow.

Prospect research is crucial for major giving

Major giving is all about sending the right message to the right donors. DonorSearch is a prospect research tool that combines an analysis of your constituent’s relationship with you and a complete wealth review to provide you with a ranking of your best major gift prospects. You’ll learn who else your donors have given to and for how much. Priced reasonably and packed with intuitive features that will connect you with top donors, DonorSearch is an investment that pays for itself over and over again. Learn more about DonorSearch, DonorPerfect’s integrated prospect research solution.

Want to Learn More?
Download our FREE 8 Best Practices for Major Giving E-Book

by Lynn Edelman

Nov 14 16

Do you have a System of Internal Controls?

internal controls

internal controls

Many people who work with and lead nonprofits and ministries have never heard the term “internal controls.” However, the term is an important concept as you work to make the organization transparent and especially when you undergo the scrutiny of an accountant during an audit. But, it is often challenging, actually downright difficult for small nonprofits and ministries to have strong internal financial controls. And, while no one likes to talk about it, there are times when organizations come up short—they are unable to explain where financial resources have gone or what they were used for. Imagine for a minute if you were a donor and had contributed $10,000 to an organization, wouldn’t you want to know that the organization was able to track every penny of the funds? So, let’s talk about internal controls.

A workable definition of internal controls are “systems and strategies that the organization has in place to protect its resources.” The term internal tells us that these are systems and strategies within the organization. Our internal controls need to be in writing –in the form of policies and procedures that are required for every person within the organization – no exceptions!

Many small nonprofits and ministries struggle because they operate with very few staff and volunteers. Quite often, there is just one or two people who are doing everything. I am sure you can understand that in the eyes of an accountant, this does not make the finances of the organization secure.

Following the steps outlined below, your organization can have a system of internal controls in place to increase the security of resources.

First, have policies and procedures in place.
Make it a policy that the organization will have a board approved budget each year. Recognizing that a budget is simply a projection, it is understandable that the budget may need to be modified throughout the year. Put into place policies for how the organization operates. For instance, a receipt is required for reimbursement, time sheets are required for all staff, checks must be signed by two individuals, checks may not be signed with a name stamp, etc. The key to success with policies and procedures is to enforce them. This means that no exceptions are made.

Second, have a system in place for paying all invoices.
As invoices and bills come in, there needs to be a system in place to ensure that they are paid on time, but that they are not paid twice. Who checks them and verifies that items were received or services were provided as indicated? Even with just one or two people involved in the financial process, there can be a system of checks and balances in place for accounts payable.

Third, all cash received should be counted by two people if at all possible.
And, whenever possible, a receipt should be written for cash received. Then the receipt can be verified against the bank deposit. It is also helpful for small organizations to write deposit details on all bank deposit receipts. There are times when the deposit will be entered into the accounting software at a later time—writing the detail helps to ensure that you remember what the deposit was made for.

Fourth, reconcile the bank statement every month.
Many organizations fail to reconcile their bank statements on a regular basis. Reconciling bank statements are one of the most effective strategies to catching fraud or mistakes in a timely manner. Ideally, the person who writes the checks should not be the person who reconciles the bank statements. In small organizations, it may be necessary to have the board treasurer reconcile the statements so that different people are involved in the process.

Through internal controls, we are seeking to reduce the likelihood and appearance of misappropriation of funds. However, know that even with the best systems and policies in place, there is always a chance that mistakes will be made. What systems can your organizations put into place today?

This post was contributed by Debbie DiVirgilio, owner and principal consultant of The Faith-Based Nonprofit Resource Center. Debbie has more than 20 years of experience serving in the nonprofit sector. Since starting the consulting firm ten years ago (formerly known as DiVirgilio & Associates), she has acquired more than $40 million in funds to support the needs of individuals and communities.

by Emily Patz

Nov 14 16

Some Good News About the 2016 Elections: Philanthropy Is Apolitical!


Today, the American people elected a new president. All of us are celebrating the end of seemingly endless political advertisements and campaign appearances.

As philanthropic Americans, it is incumbent upon us to analyze whether or not this highly divisive and emotionally charged campaign might negatively impact our efforts to raise funds for our worthwhile causes.

Generosity Crosses Party Lines
There is good news to be found in the Giving USA Foundation’s Spotlight Report, which cites that $373.25 billion was donated to nonprofits in 2015, with nearly $265 billion of that total provided by individuals. Data from the Lilly Family School of Philanthropy at Indiana University contributed to this report, by providing an analysis of charitable and political gifts made between the years 2000 and 2010.

While acknowledging that political donations steadily increased during that time period, charitable giving by American donors still far exceeded American support of political organizations. The report also indicated that “while donor motivations vary, research and data indicate that most people do not reduce their charitable giving in favor of political contributions in a presidential or any other election year.” (emphasis ours)

That is why the report advises that: “Organizations should continue to actively solicit donations, even in election years.” In fact, Giving USA data reveals that charitable giving increased – even after adjusting for inflation – in seven of the last eight presidential election years. 2008, the beginning of the Great Recession, was the only exception.

Know Your Demographics
Age and affluence are important factors when analyzing who’s most likely to contribute to a political candidate. The Lilly Family School of Philanthropy report notes that residents who are older, are retired, have higher levels of education, and have greater after-tax income, are better represented in the pool of campaign donors than those individuals with children under the age of 18.

Does this infer possible effects on your most generous donors?

Geography is also a factor in determining who participates financially in the political process. Residents in Midwestern and Western regions of the United States are more likely to give money to a political candidate or cause, while people who live in rural areas are less likely to donate politically, according to the school.

Is there any evidence that contributing to political campaigns correlates with patterns of fundraising for nonprofits in general? Although we have found no historical data with such indications, a current survey does provide some insight?

Less Politics, More Philanthropy, Please!
According to the latest survey commissioned by Dunham and Company, which was conducted by Campbell Rinker, political giving in the 2016 presidential election will not dampen Americans’ philanthropic support. Some 8 out of 10 donors surveyed said that they would give either the same or more to charities this election year. Personal finances, rather than political anger or angst, determined how much they planned to give.

“Charities don’t need to worry about how this election year will impact donor support,” said Rick Dunham, President, and CEO of Dunham and Company. “Our study found a general dissatisfaction with Washington and a reluctance to give to political candidates or causes,” adding that “The majority of donors (56 percent) did not plan to give to any candidate, political party or PAC this year, including 60 percent of self-identified conservatives, 55 percent of moderates, and 52 percent of liberals. Only 3 percent of donors said they planned to give more to a candidate, political party or PAC this year.”

The Center for Responsive Politics reported that, of the donors who contributed $200 or more during the 2012 presidential election, 62% were men. This data also reveals how relatively small the pool of political donors is. The Center identified that only 550,000 individuals donated $200 or more to either of the two 2012 presidential candidates or their PACs. In contrast, nearly 56% of Americans, in a nation of more than 300 million people, make charitable gifts each and every year.

With An Eye To The Future
While ‘past history is no indication of future performance‘, we conclude that there is every reason to move ahead confidently with end-of-year fundraising efforts. We believe that the 2016 #GivingTuesday, scheduled for Tuesday, November 29, is an excellent starting point for these philanthropic activities.

So, make your charitable organization a winner in this presidential election year! Download a free e-book on “Winning Strategies for GivingTuesday”, scheduled this year for Tuesday, November 29.

In return for this e-book, all we ask is your response to the following four questions:

To help you gauge your own plans, we’ll let you know the results of our survey.

Editorial Credits:

The Center for Responsive Politics
The Lilly Family School of Philanthropy
The Giving USA Foundation
Dunham and Company

by Lynn Edelman

Nov 8 16

Brian Carn Ministries Achieved Award-Winning Growth by Investing in Data Management


                     Invest in DonorPerfect and watch your revenues grow.


Making the client connection

Tretta Bush, a managerial accountant specializing in small business operations, met Prophet Brian Carn, the spiritual leader of Brian Carn Ministries, at a live prayer event Newport News, Virginia last year. “He knew of my expertise in helping young ministers better manage their finances and asked me to represent him,” she said.

A New Year, a new commitment to fiscal fitness

In January 2015, Tretta evaluated the Ministries’ data management system. “There was not much data to manage, and not many checks and balances in place when I came on board,” she said. “I knew that we had to purchase software that would allow us to successfully manage all of our client’s finances, record-keeping and fundraising functions.”

She evaluated three systems, and DonorPerfect emerged as the winner. Why? “The software is highly customizable, and gives my team the flexibility we need to create and access folders and reports at any time, day or night,” she explained.

DonorPerfect’s support team makes data management easy

“I am a data nerd and found many kindred spirits on the DonorPerfect customer support team,” Tretta said. She turned to them frequently to help her merge filters and retrieve the data she needed to enhance the Ministries’ cash flow.

Tretta claims DonorPerfect support team members had an important role in the organization receiving a DonorPerfect Excellence in Fundraising Award for Fastest Growing Non-Profit-Small Division at the 2016 DonorPerfect Community Network Conference in Philadelphia, PA. “They gave me the guidance and direction I needed to accurately interpret the data that documented the organization’s 561% growth rate in revenues,” she said.

Brian Carn Ministries grew from $695,000 in 2014-15 to an impressive $4.2 million in 2015-2016 thanks to DonorPerfect.

Tretta is very impressed by DonorPerfect’s effectiveness in helping clients like Brian Carn Ministries become more efficient and compliant. So much so, that she plans to use DonorPerfect with three additional clients in 2017!

Tretta Bush

Tretta Bush

Thank you, Tretta, and congratulations to all of the 2016 DonorPerfect Excellence in Fundraising Award winners!

by Lynn Edelman

Nov 7 16

Donor-Advised Funds: A Trick or Treat for Nonprofits?

donor-advised funds

This post was written by Doug Schoenberg, CEO of SofterWare, Inc.

As I’ve posted previously, I think donor-advised funds are a treat for donors and nonprofits. But many aspects of donor-advised funds are not well understood by nonprofits, so last week SofterWare offered an Ask The Experts webinars titled The $70 Billion Question: Keys to Unlocking the Potential of Donor-Advised Funds. During the webinar, a representative from Vanguard Charitable provided a great overview of DAFs, and I shared some insights from my experience as a DAF donor.

The Doubts Surrounding Donor-Advised Funds

There were lots of great questions, but one of them opened my eyes to a real controversy surrounding donor-advised funds by suggesting they were more Trick than Treat. The participant mentioned an article by Kay Sprinkel Grace that appeared in Advancing Philanthropy magazine. It talks about a growing debate on whether DAFs are a positive or negative for philanthropy. The crux of the debate questions if donors should receive a tax deduction for their gift, even though there is no immediate requirement for the funds to be distributed to a charity.

Critics like Professor Ray Madoff and Lewis B Cullman argue that the large and growing DAF balances ($76B) are like private foundations ($600B) and should be required to distribute a minimum percent of assets each year. It’s true that individual account advisors (the people who recommend grants) don’t have to make any annual grants. Many DAF providers such as Vanguard do impose some requirements, noting that the 5% minimum distribution requirement for private foundations has become more of a maximum (the average for foundations is 6%). Their argument is undermined by the fact that grants from donor advised funds have averaged roughly 20% annually.

Some critics suggest that donors are “gaming” the system when they make donations to a DAF and don’t immediately grant those funds to a nonprofit. These critics ignore the fact that those assets can now only be used for philanthropic purposes and the only right the donor retains is where those funds are ultimately donated. DAF rules ensure that donors can’t receive any personal benefit from their DAF donations.

Donor-Advised Funds: The Go-To Giving Vehicle of Future Philanthropists?

While it’s certainly true that the funds held in DAFs could help many worthwhile philanthropic needs today, this debate seems to largely revolve around the value of current spending vs. saving for the future. While different donors certainly have different philanthropic strategies, I think of my DAF as is a charitable savings account. I really appreciate the ability to contribute assets now, that can grow in value while I develop relationships with various nonprofits. I want to maximize my charitable impact, which means carefully learning about nonprofits that I support.

I believe the growth in the number of DAF accounts and the pool of funds held in these accounts is actually a huge positive for the future of philanthropy. The flexibility of DAFs has motivated many younger donors like Mark Zuckerberg to commit substantial assets to charity now, even if they don’t yet know exactly where they want those funds to go. My experience is that having that ready pool of funds makes it psychologically easier to give generously.

As our webinar suggested, the growing importance of donor advised funds to the philanthropic landscape means that nonprofits need to understand DAFs and DAF donors. Donors who have established a DAF want to support charity and have the funds to do so. Ultimately, the secret to unlocking those funds is building relationships with those donors and presenting them with exciting opportunities to use those funds for causes that they care about.

Free E-Book: 9 Facts Every Nonprofit Should Know About Donor-Advised Funds

This informative e-book includes:
A simple, no-nonsense definition of donor-advised funds
9 facts about donor-advised funds that can benefit your nonprofit
Best practices for how to record gifts from donor-advised funds

Learn more about donor-advised funds and how you can cultivate and work with donors who use them. Get the e-book now!

Want to Learn More?
Download our FREE Donor-Advised Funds E-Book

by Emily Patz

Oct 31 16

Free E-Book! #GivingTuesday 2016: The Essential Get-Set Guide


#GivingTuesday: A Proud History of Philanthropy

Four years ago, New York City’s 92nd Street Y teamed up with the United Nations Foundation to create #GivingTuesday, a day to celebrate the TRUE meaning of the holiday season by encouraging philanthropic support of nonprofits. Following on the heels of Black Friday and Cyber Monday, days that usher in the holiday shopping season, #GivingTuesday, scheduled this year for November 29, 2016, perpetuates the Thanksgiving themes of expressing gratitude and sharing our blessings with others.

It’s a holiday with its very own hashtag, because donors who support their favorite causes on this day typically share information, photos and videos on Facebook, Pinterest, Twitter, and other social media channels. And, they encourage their friends to contribute too!

It’s not too early to get started on a game plan to increase visibility and build buy in.

Here are some ways your organization can gain momentum from #GivingTuesday:

Position yourself for success
💕Create a merchant payment account and set up your online donation form.
💕Email your donors and tell them your organization is participating. They will be more likely to participate in your fundraising efforts.
💕Encourage them to tell their friends and family.
💕Feature #GivingTuesday on the homepage of your website. Let visitors know that your organization is part of this global day of philanthropy and tell them how they can get involved.
💕Post content about the big day on your social media channels and encourage visitors to donate online to support your organization or meet a specific need or goal.

Engage new volunteers, get matching gifts, and share your story

Use this special day as a platform to:
💕Obtain skilled volunteers with expertise in human resources, technology, marketing and other fields.
💕Encourage donors to submit matching gift requests to their employers and double their donations to your organization.
💕Reach out to local print and electronic media and tell them how their support will help you to help others in need.

Increase your visibility and receive more followers

Last year, 700,000 people in 70 countries around the world raised $116,000,00 in new revenues by participating in #GivingTuesday. Plus, they received 1.3 million mentions on social media!

Get your free #GivingTuesday E-Book Here!

Packed with helpful tips, tried-and-true strategies, and free templates, this must-have guide will get you prepped for #GivingTuesday in no time!

Download our FREE GivingTuesday E-Book!


by Lynn Edelman

Oct 31 16

Coming Soon! WebLink Gets A Facelift

WebLink Release Announcement

Next week, a new version of WebLink will be released with a brand new look and feel. While all the components and menu items remain the same, WebLink’s overall styling has been updated and modernized. Here’s a preview of what you’ll see next week when it’s released.

Take A Tour of the New WebLink Design

The biggest and most noticeable change for this release is the new look and feel for WebLink. It features a clean and modern design that will help you move through your daily tasks in WebLink with increased effectiveness. Watch this overview video to take a tour of the new improvements.

Exporting Form Entries

A new Export to File button on your form’s Download screen gives you the ability to export data collected from WebLink forms to an Excel file, regardless if they have been downloaded to DonorPerfect. Not sure how this can help? Here are a few ways to use this new functionality:

  • Generate a list of volunteers’ contact information from a registration form.
  • Easily track people who fill out your form and only select non-payment items.
  • Your nonprofit is doing a community outreach event but you don’t want the participants in your database. Use WebLink to collect the data and registrations but don’t import it.

Having the ability to export WebLink entries either before or after you download them can save you tons of time. Thanks for the great suggestion!

Visit Exporting WebLink Form Entries to learn more about this new function.

Allow Donors to “Opt In” to Cover Processing Costs

You asked and we listened! Many of you told us that you’d like to be able to change the default for the Donors Cover Costs section of your form to be “No” instead of “Yes”, giving your constituents the ability to opt in to pay processing costs. We’ve added a new checkbox to control how to offer this feature. To access it, edit your form and go into Additional Options > Donors Cover Costs and click Show More Settings. The check box appears at the bottom of the screen.

New Tributes Check Box Shortens Forms

Being able to offer your constituents the ability to apply their donation to a Tribute is a great feature but it can make forms seem longer to complete. Thanks to your suggestion, we’ve streamlined the process by adding a new check box on forms. If donors check “I would like to dedicate this donation”, then all of the necessary Tribute fields will appear. If not, then they can continue filling out other form sections without seeing the Tributes fields, making for a much shorter form!

WebLink's new Tributes Check Box shortens forms

To use this functionality on an existing form, you’ll need to add a new Tribute item to your form since existing tribute items cannot be converted. Any new form that includes Tributes will utilize this new functionality.

Release Notes

WebLink’s updated look, the ability to export WebLink form entries and enhancements to Donors Cover Costs and Tributes aren’t the only improvements in this release. Read about all of the enhancements and fixes in the WebLink 2016 Release Notes in the Knowledgebase.

What Do You Think of WebLink’s New Look?

Now that you’ve seen a preview of the new changes coming next week, what do you think? Are you as excited about the new improvements as we are? Let us know in the comments. We’d love to hear from you!

by Stephanie Kanak

Oct 28 16